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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$20.9M -$1.15M -78,453 -5%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$15.1M +$1.36M +92,789 +10%
GC
3
Guggenheim Capital
Illinois
$9.05M +$1.51M +102,576 +19%
SI
4
Stephens Inc
Arkansas
$7.29M +$191K +13,010 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.94M -$517K -35,164 -7%
Bank of America
6
Bank of America
North Carolina
$6.35M -$304K -20,674 -4%
Wells Fargo
7
Wells Fargo
California
$6.34M -$1.09M -74,059 -14%
Morgan Stanley
8
Morgan Stanley
New York
$6.34M -$285K -19,387 -4%
Raymond James Financial
9
Raymond James Financial
Florida
$3.65M -$677K -46,004 -15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.07M +$766K +52,088 +32%
PFS
11
Prospera Financial Services
Texas
$2.81M +$21.9K +1,489 +0.8%
VanEck Associates
12
VanEck Associates
New York
$2.6M -$386K -26,246 -13%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$2.2M +$231K +15,726 +11%
LPL Financial
14
LPL Financial
California
$1.97M +$458K +31,119 +29%
AAM
15
Advisors Asset Management
Colorado
$1.86M -$1.16M -78,816 -38%
Ameriprise
16
Ameriprise
Minnesota
$1.54M +$32.5K +2,212 +2%
AFS
17
Access Financial Services
Minnesota
$1.54M -$7.28K -495 -0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.41M -$50.6K -3,440 -3%
MWM
19
Melfa Wealth Management
Massachusetts
$1.29M
HCC
20
Hirtle Callaghan & Co
Pennsylvania
$909K
AF
21
Advisornet Financial
Minnesota
$885K +$67.7K +4,600 +8%
Truist Financial
22
Truist Financial
North Carolina
$843K -$29.4K -2,000 -3%
BAM
23
Broyhill Asset Management
North Carolina
$759K
BCG
24
Breakwater Capital Group
New Jersey
$757K +$120K +8,146 +18%
CIA
25
Capital Investment Advisors
Georgia
$754K -$21.6K -1,467 -3%