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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.92M +$3.12M +195,026 New
AFS
2
Access Financial Services
Minnesota
$2.66M -$56.4K -3,525 -2%
UCFA
3
United Capital Financial Advisors
Texas
$2.6M -$253K -15,792 -8%
Morgan Stanley
4
Morgan Stanley
New York
$2.11M -$195K -12,195 -8%
GC
5
Guggenheim Capital
Illinois
$1.97M -$63.7K -3,986 -3%
LPL Financial
6
LPL Financial
California
$1.26M +$50.6K +3,167 +4%
UBS Group
7
UBS Group
Switzerland
$1.12M +$444K +27,775 +59%
Wells Fargo
8
Wells Fargo
California
$1.04M +$284K +17,786 +34%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$990K
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$764K
VanEck Associates
11
VanEck Associates
New York
$699K -$78.5K -4,908 -10%
Bank of America
12
Bank of America
North Carolina
$669K +$22.4K +1,403 +3%
RIA
13
Realta Investment Advisors
Delaware
$601K +$704 +44 +0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$580K +$16.9K +1,058 +3%
PAG
15
Private Advisor Group
New Jersey
$559K +$44K +2,750 +8%
WAM
16
Wolverine Asset Management
Illinois
$533K +$570K +35,618 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$510K +$37.1K +2,319 +7%
FNBTCON
18
First National Bank & Trust Co of Newtown
Pennsylvania
$454K
Truist Financial
19
Truist Financial
North Carolina
$435K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$371K -$28.5K -1,780 -7%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$364K
FEG
22
Financial Enhancement Group
Indiana
$341K +$364K +22,754 New
MC
23
Moors & Cabot
Massachusetts
$298K +$318K +19,879 New
FM
24
Family Management
New York
$292K
DAS
25
Dynamic Advisor Solutions
Arizona
$262K