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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.14M -$76K -5,309 -2%
SI
2
Scharf Investments
California
$2.8M +$1.6M +112,074 +135%
TIM
3
Tortoise Investment Management
New York
$2.04M +$42.9K +3,000 +2%
AFS
4
Access Financial Services
Minnesota
$1.95M +$334K +23,330 +21%
UCFA
5
United Capital Financial Advisors
Texas
$1.35M -$127K -8,897 -9%
LPL Financial
6
LPL Financial
California
$1.34M -$375K -26,223 -22%
Bank of America
7
Bank of America
North Carolina
$956K +$122K +8,538 +15%
UBS Group
8
UBS Group
Switzerland
$902K +$6.64K +464 +0.7%
Wells Fargo
9
Wells Fargo
California
$898K +$53.6K +3,743 +6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$855K +$37.8K +2,642 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$841K -$11.9K -833 -1%
VanEck Associates
12
VanEck Associates
New York
$643K +$87.9K +6,142 +16%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$627K
FIMG
14
Financial & Investment Management Group
Michigan
$561K
FNBTCON
15
First National Bank & Trust Co of Newtown
Pennsylvania
$500K
PPA
16
Parametric Portfolio Associates
Washington
$433K +$431K +30,128 New
AA
17
Ancora Advisors
Ohio
$349K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$338K +$200 +14 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$328K +$14.9K +1,038 +5%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$301K +$13K +906 +5%
LCM
21
Landscape Capital Management
New Jersey
$297K -$1.22M -85,270 -81%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$255K
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$242K
CIA
24
Capital Investment Advisors
Georgia
$215K
Ameriprise
25
Ameriprise
Minnesota
$205K +$204K +14,273 New