Ticker: NULV CUSIP: 67092P300 Class: NUVEEN ESG LRGVL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EQ WEALTH ADVISORS, LLC | 5,431 | $245 |
| Rede Wealth, LLC | 5,662 | $255 |
| Compton Financial Group, LLC | 6,366 | $287 |
| INSPIRION WEALTH ADVISORS, LLC | 7,775 | $350 |
| Belpointe Asset Management LLC | 22,948 | $1,034 |
| RMG Wealth Management LLC | 2,924 | $288 |
| JGP Wealth Management, LLC | 6,067 | $273 |
| Capital Advisors Wealth Management, LLC | 4,508 | $203 |
| GTS SECURITIES LLC | 14,045 | $633 |
| Boston Common Asset Management, LLC | 13,033 | $587 |
| RFG Advisory, LLC | 18,367 | $827 |
| Ameritas Advisory Services, LLC | 7,880 | $355 |
| Foster Group, Inc. | 4,686 | $211 |
| Kingdom Financial Group LLC. | 608 | $27 |
| Triumph Capital Management | 766 | $35 |
| Lido Advisors, LLC | 6,911 | $311 |
| IFP Advisors, Inc | 1,813 | $82 |
| HANTZ FINANCIAL SERVICES, INC. | 382 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Plum Street Advisors, LLC | 54,442 | 77,532 | +23,090 (+42.4%) |
| Clarity Asset Management, Inc. | 107,028 | 109,086 | +2,058 (+1.9%) |
| ST GERMAIN D J CO INC | 138,942 | 180,326 | +41,384 (+29.8%) |
| One Capital Management, LLC | 57,303 | 116,314 | +59,011 (+103.0%) |
| Equita Financial Network, Inc. | 45,979 | 49,822 | +3,843 (+8.4%) |
| CRUX WEALTH ADVISORS | 80,412 | 81,275 | +863 (+1.1%) |
| Sincerus Advisory, LLC | 35,727 | 36,139 | +412 (+1.2%) |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 8,203 | 11,400 | +3,197 (+39.0%) |
| TIAA TRUST, NATIONAL ASSOCIATION | 4,673,595 | 4,868,104 | +194,509 (+4.2%) |
| XY Planning Network, Inc. | 11,851 | 18,096 | +6,245 (+52.7%) |
| BRYN MAWR TRUST Co | 85,790 | 108,565 | +22,775 (+26.5%) |
| Private Wealth Management Group, LLC | 26,307 | 28,281 | +1,974 (+7.5%) |
| Beacon Pointe Advisors, LLC | 391,983 | 439,525 | +47,542 (+12.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 767,986 | 1,005,224 | +237,238 (+30.9%) |
| McIlrath & Eck, LLC | 8,515 | 12,201 | +3,686 (+43.3%) |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 402,502 | 409,247 | +6,745 (+1.7%) |
| LPL Financial LLC | 1,419,278 | 1,789,579 | +370,301 (+26.1%) |
| MISSION WEALTH MANAGEMENT, LP | 212,108 | 221,362 | +9,254 (+4.4%) |
| EP Wealth Advisors, LLC | 56,813 | 93,900 | +37,087 (+65.3%) |
| Millstone Evans Group, LLC | 1,454 | 2,063 | +609 (+41.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Forefront Analytics, LLC | 247,947 | 141,379 | -106,568 (-43.0%) |
| Invera Wealth Advisors, LLC | 91,534 | 86,838 | -4,696 (-5.1%) |
| Trademark Financial Management, LLC | 27,848 | 9,515 | -18,333 (-65.8%) |
| rebel Financial LLC | 91,145 | 86,244 | -4,901 (-5.4%) |
| LongView Asset Management LLC | 54,355 | 51,829 | -2,526 (-4.6%) |
| Balanced Rock Investment Advisors LLC | 58,985 | 57,685 | -1,300 (-2.2%) |
| MARINO, STRAM & ASSOCIATES LLC | 24,405 | 6,266 | -18,139 (-74.3%) |
| LOCKERMAN FINANCIAL GROUP, INC. | 12,130 | 11,796 | -334 (-2.8%) |
| Laurel Wealth Planning LLC | 20,802 | 18,916 | -1,886 (-9.1%) |
| OBSIDIAN CIO, LLC | 6,546 | 114 | -6,432 (-98.3%) |
| Concord Wealth Partners | 12,792 | 4,870 | -7,922 (-61.9%) |
| BSW Wealth Partners | 95,348 | 91,110 | -4,238 (-4.4%) |
| One Day In July LLC | 62,616 | 55,401 | -7,215 (-11.5%) |
| Addison Advisors LLC | 29,722 | 27,024 | -2,698 (-9.1%) |
| VICUS CAPITAL | 99,428 | 93,423 | -6,005 (-6.0%) |
| ABOUND FINANCIAL, LLC | 15,855 | 14,413 | -1,442 (-9.1%) |
| Shotwell Rutter Baer Inc | 27,582 | 27,249 | -333 (-1.2%) |
| Vestmark Advisory Solutions, Inc. | 219,821 | 201,228 | -18,593 (-8.5%) |
| VestGen Advisors, LLC | 22,175 | 12,990 | -9,185 (-41.4%) |
| Institute for Wealth Management, LLC. | 9,767 | 6,047 | -3,720 (-38.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Harpswell Capital Advisors, LLC | 5,546 | $243 |
| SUMMIT WEALTH GROUP LLC / CO | 35,668 | $1,499 |
| Concord Asset Management, LLC/VA | 7,053 | $309 |
| CGC Financial Services, LLC | 3,708 | $163 |
| Breakwater Capital Group | 5,382 | $236 |
| Noble Wealth Management PBC | 400 | $18 |
| ATLAS CAPITAL ADVISORS LLC | 914 | $38 |
| MATHER GROUP, LLC. | 3,638 | $159 |
| Wealthspire Advisors, LLC | 2,673 | $117 |
| Annis Gardner Whiting Capital Advisors, LLC | 380 | $17 |
| Manning & Napier Advisors LLC | 1,493 | $65 |
| Urban Wealth Management, LLC | 94 | $3 |
| PRINCIPAL SECURITIES, INC. | 431 | $19 |
| Geneos Wealth Management Inc. | 272 | $12 |
| Tower Research Capital LLC (TRC) | 94 | $4 |
| Migdal Insurance & Financial Holdings Ltd. | 339 | $0 |