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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$694K +$68.8K +3,308 +10%
PAG
27
Private Advisor Group
New Jersey
$564K -$38.7K -1,862 -6%
PPP
28
Private Portfolio Partners
New Jersey
$507K +$60.8K +2,922 +13%
SCM
29
Schnieders Capital Management
California
$469K +$218K +10,500 +80%
Stifel Financial
30
Stifel Financial
Missouri
$450K -$50.3K -2,420 -10%
SWP
31
Stratos Wealth Partners
Ohio
$441K +$34.4K +1,655 +8%
EM
32
ELCO Management
New York
$402K
RJT
33
Raymond James Trust
Florida
$388K -$289K -13,900 -42%
CA
34
CoreCap Advisors
Michigan
$352K
AWM
35
AE Wealth Management
Kansas
$346K +$145K +6,970 +67%
KWMG
36
King Wealth Management Group
Florida
$309K -$14.6K -700 -4%
FAG
37
Fortitude Advisory Group
Washington
$288K +$12.9K +619 +4%
HighTower Advisors
38
HighTower Advisors
Illinois
$281K +$1.06K +51 +0.4%
CHJWM
39
Carlton Hofferkamp & Jenks Wealth Management
Texas
$263K +$27K +1,300 +10%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$260K
SPIA
41
Steward Partners Investment Advisory
New York
$242K +$55.5K +2,669 +28%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$238K -$42.3K -2,034 -15%
Truist Financial
43
Truist Financial
North Carolina
$228K -$43.7K -2,100 -15%
BRWA
44
B. Riley Wealth Advisors
Florida
$216K +$26.1K +1,256 +13%
GLA
45
Good Life Advisors
Pennsylvania
$210K +$24.2K +1,165 +12%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$210K +$220K +10,582 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$207K -$43.8K -2,104 -17%
SWM
48
Spire Wealth Management
Virginia
$161K -$61.9K -2,975 -27%
AIP
49
Ahrens Investment Partners
Louisiana
$74K -$27K -1,300 -26%
APA
50
American Portfolios Advisors
New York
$57.3K