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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
$18.4M -$676K -47,063 -3%
GC
2
Guggenheim Capital
Illinois
$14.3M +$917K +63,825 +7%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$12M -$978K -68,062 -7%
SI
4
Stephens Inc
Arkansas
$8.13M +$1.15M +80,180 +16%
Bank of America
5
Bank of America
North Carolina
$6.4M +$320K +22,243 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.97M -$410K -28,539 -6%
Wells Fargo
7
Wells Fargo
California
$5.43M +$353K +24,550 +7%
Morgan Stanley
8
Morgan Stanley
New York
$5.35M -$341K -23,702 -6%
VanEck Associates
9
VanEck Associates
New York
$3.77M +$631K +43,926 +20%
Raymond James Financial
10
Raymond James Financial
Florida
$3.21M -$201K -13,962 -6%
PFS
11
Prospera Financial Services
Texas
$2.95M +$79.9K +5,558 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.94M +$134K +9,332 +5%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$2.89M +$586K +40,763 +25%
LPL Financial
14
LPL Financial
California
$1.9M +$29K +2,021 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.42M -$70K -4,874 -5%
MWM
16
Melfa Wealth Management
Massachusetts
$1.27M
Ameriprise
17
Ameriprise
Minnesota
$946K -$78.9K -5,488 -8%
Jane Street
18
Jane Street
New York
$916K +$69.4K +4,832 +8%
SWP
19
Stratos Wealth Partners
Ohio
$914K +$223K +15,538 +32%
Truist Financial
20
Truist Financial
North Carolina
$862K
AFS
21
Access Financial Services
Minnesota
$838K
AF
22
Advisornet Financial
Minnesota
$813K -$15.1K -1,050 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$784K -$109K -7,586 -12%
MO
24
McMillan Office
Michigan
$733K +$747K +52,000 New
CIA
25
Capital Investment Advisors
Georgia
$655K -$30.7K -2,138 -4%