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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$488K -$783 -44 -0.1%
BRWA
27
B. Riley Wealth Advisors
Florida
$477K +$353K +19,856 +180%
PAG
28
Private Advisor Group
New Jersey
$403K -$8.33K -468 -2%
Stifel Financial
29
Stifel Financial
Missouri
$390K +$1.33K +75 +0.3%
SCM
30
Schnieders Capital Management
California
$366K +$1.78K +100 +0.4%
PPP
31
Private Portfolio Partners
New Jersey
$337K -$18.5K -1,037 -5%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$324K +$18K +1,011 +5%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$323K -$93.2K -5,235 -20%
RJT
34
Raymond James Trust
Florida
$301K
AWM
35
AE Wealth Management
Kansas
$248K -$24.9K -1,400 -8%
SWP
36
Stratos Wealth Partners
Ohio
$245K -$112K -6,302 -28%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$242K +$279K +15,694 New
KWMG
38
King Wealth Management Group
Florida
$240K +$249 +14 +0.1%
FAG
39
Fortitude Advisory Group
Washington
$228K +$5.11K +287 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$221K +$2.49K +140 +1%
TIM
41
Triad Investment Management
California
$218K -$182K -10,208 -42%
CA
42
CoreCap Advisors
Michigan
$218K +$30.3K +1,700 +14%
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
$216K
RCM
44
Rivernorth Capital Management
Florida
$205K +$237K +13,303 New
CHJWM
45
Carlton Hofferkamp & Jenks Wealth Management
Texas
$191K
CPSC
46
Carl P. Sherr & Co
Massachusetts
$175K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$175K +$19.8K +1,113 +11%
GLA
48
Good Life Advisors
Pennsylvania
$162K
AWS
49
Atria Wealth Solutions
New York
$155K +$179K +10,060 New
SWM
50
Spire Wealth Management
Virginia
$62K +$2.05K +115 +3%