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Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
26
King Wealth Management Group
Florida
$321K -$9.54K -400 -3%
Dynamic Advisor Solutions
27
Dynamic Advisor Solutions
Arizona
$311K +$21.1K +886 +7%
LPL Financial
28
LPL Financial
California
$302K -$8.63K -362 -3%
Truist Financial
29
Truist Financial
North Carolina
$287K – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$279K +$1.38K +58 +0.5%
BW
31
Bison Wealth
Georgia
$259K – – –
Private Advisor Group
32
Private Advisor Group
New Jersey
$227K +$229K +9,616 New
Busey Bank
33
Busey Bank
Illinois
$224K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$208K -$23.1K -969 -10%
Avalon Investment & Advisory
35
Avalon Investment & Advisory
Texas
$203K – – –
Citigroup
36
Citigroup
New York
$113K +$27.6K +1,159 +32%
Steward Partners Investment Advisory
37
Steward Partners Investment Advisory
New York
$109K – – –
Benjamin F. Edwards & Company
38
Benjamin F. Edwards & Company
Missouri
$40K -$61.2K -2,567 -60%
WhitTier Trust Company
39
WhitTier Trust Company
Nevada
$18K -$3.96K -166 -18%
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
$15K +$15.5K +650 New
Geneos Wealth Management
41
Geneos Wealth Management
Colorado
$14K – – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$13K +$13.7K +573 New
SIS
43
Sound Income Strategies
Florida
$8K – – –
Panagora Asset Management
44
Panagora Asset Management
Massachusetts
$6K – – –
NFG
45
Next Financial Group
Texas
$5K +$4.77K +200 New
Barclays
46
Barclays
United Kingdom
$2K +$2.1K +88 New
Sit Investment Associates
47
Sit Investment Associates
Minnesota
– -$244K -10,483 Closed
First Allied Advisory Services
48
First Allied Advisory Services
California
– -$207K -8,900 Closed
FWM
49
FSA Wealth Management
Massachusetts
– -$19K -833 Closed