NUVEEN SELECT TAX-FREE INCOM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Tiller Private Wealth, Inc. | 29,865 | 39,765 | +9,900 | 0.15 | 0.18 | +0.03 | buy |
| WealthBridge Capital Management, LLC | 17,361 | 18,092 | +731 | 0.06 | 0.05 | -0.01 | buy |
| Sightline Wealth Advisors, LLC | 15,733 | 15,850 | +117 | 0.10 | 0.08 | -0.01 | buy |
| Capital Advisors Wealth Management, LLC | 102,794 | 100,310 | -2,484 | 0.20 | 0.17 | -0.03 | sell |
| ACCESS FINANCIAL SERVICES, INC. | 59,446 | 54,191 | -5,255 | 0.30 | 0.25 | -0.05 | sell |
| Hennion & Walsh Asset Management, Inc. | 802,072 | 668,196 | -133,876 | 0.39 | 0.27 | -0.11 | sell |