NUVEEN TAXABLE MUNICPAL INM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Gridiron Partners, LLC | 18,000 | 425,899 | +407,899 | 0.18 | 0.17 | -0.01 | buy |
| Eagle Bluffs Wealth Management LLC | 746,786 | 815,129 | +68,343 | 5.65 | 5.74 | +0.08 | buy |
| SIT INVESTMENT ASSOCIATES INC | 3,747,413 | 3,755,173 | +7,760 | 1.27 | 1.24 | -0.03 | buy |
| Intellus Advisors LLC | 33,127 | 38,100 | +4,973 | 0.08 | 0.08 | +0.01 | buy |
| SAGESPRING WEALTH PARTNERS, LLC | 35,507 | 38,398 | +2,891 | 0.01 | 0.01 | +0.00 | buy |
| StoneX Group Inc. | 64,960 | 66,332 | +1,372 | 0.05 | 0.05 | -0.00 | buy |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,050 | 11,050 | +1,000 | 0.00 | 0.00 | +0.00 | buy |
| RIVERBRIDGE PARTNERS LLC | 51,741 | 52,452 | +711 | 0.01 | 0.01 | +0.00 | buy |
| Caitlin John, LLC | 11,673 | 12,050 | +377 | 0.17 | 0.14 | -0.03 | buy |
| Focused Wealth Management, Inc | 18,214 | 18,310 | +96 | 0.04 | 0.03 | -0.00 | buy |
| Gerber Kawasaki Wealth & Investment Management | 26,215 | 26,307 | +92 | 0.02 | 0.01 | -0.00 | buy |
| Fortitude Advisory Group L.L.C. | 29,993 | 29,968 | -25 | 0.27 | 0.26 | -0.01 | sell |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 26,130 | 26,080 | -50 | 0.00 | 0.01 | +0.00 | sell |
| U.S. Capital Wealth Advisors, LLC | 16,094 | 15,594 | -500 | 0.01 | 0.01 | -0.00 | sell |
| Comprehensive Money Management Services LLC | 19,965 | 18,465 | -1,500 | 0.24 | 0.21 | -0.03 | sell |
| Broyhill Asset Management, LLC | 103,937 | 98,937 | -5,000 | 1.49 | 1.41 | -0.09 | sell |
| GILL CAPITAL PARTNERS, LLC | 100,540 | 84,272 | -16,268 | 0.51 | 0.42 | -0.09 | sell |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 38,100 | 21,300 | -16,800 | 0.32 | 0.22 | -0.10 | sell |