NUVEEN SELECT TAX-FREE INCOM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Breakwater Capital Group | 22,292 | 25,647 | +3,355 | 0.05 | 0.05 | +0.00 | buy |
| ACCESS FINANCIAL SERVICES, INC. | 58,951 | 59,446 | +495 | 0.31 | 0.31 | -0.00 | buy |
| Midwest Heritage Bank, FSB | 11,487 | 11,615 | +128 | 0.06 | 0.06 | -0.00 | buy |
| Sightline Wealth Advisors, LLC | 15,390 | 15,502 | +112 | 0.10 | 0.10 | -0.00 | buy |
| Icon Wealth Advisors, LLC | 9,808 | 9,916 | +108 | 0.01 | 0.01 | -0.00 | buy |
| Capital Investment Advisors, LLC | 49,707 | 48,561 | -1,146 | 0.01 | 0.01 | -0.00 | sell |
| VISIONARY HORIZONS, LLC | 15,550 | 13,980 | -1,570 | 0.14 | 0.11 | -0.03 | sell |
| Capital Advisors Wealth Management, LLC | 43,029 | 41,212 | -1,817 | 0.10 | 0.09 | -0.01 | sell |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 48,789 | 46,871 | -1,918 | 0.01 | 0.01 | -0.00 | sell |
| WealthBridge Capital Management, LLC | 20,071 | 17,318 | -2,753 | 0.07 | 0.06 | -0.01 | sell |
| Summit Financial Wealth Advisors, LLC | 21,212 | 16,212 | -5,000 | 0.05 | 0.04 | -0.02 | sell |
| Broyhill Asset Management, LLC | 39,464 | 25,829 | -13,635 | 0.50 | 0.33 | -0.18 | sell |
| Hennion & Walsh Asset Management, Inc. | 1,015,165 | 920,567 | -94,598 | 0.58 | 0.48 | -0.09 | sell |