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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Whittier Trust
California
$658K -$8.01K -499 -1%
BRWA
27
B. Riley Wealth Advisors
Florida
$635K +$127K +7,910 +26%
SIA
28
Sit Investment Associates
Minnesota
$559K -$9.18K -572 -2%
DAS
29
Dynamic Advisor Solutions
Arizona
$509K -$35.8K -2,231 -7%
KAS
30
Kestra Advisory Services
Texas
$462K -$54.7K -3,411 -11%
CFG
31
Cooper Financial Group
California
$429K +$421K +26,226 New
Stifel Financial
32
Stifel Financial
Missouri
$403K -$10.8K -674 -3%
SCM
33
Schnieders Capital Management
California
$388K
Baird Financial Group
34
Baird Financial Group
Wisconsin
$349K +$4.41K +275 +1%
RJT
35
Raymond James Trust
Florida
$319K
PPP
36
Private Portfolio Partners
New Jersey
$266K -$89.6K -5,585 -26%
VF
37
Virtu Financial
New York
$258K +$253K +15,767 New
KWMG
38
King Wealth Management Group
Florida
$256K +$786 +49 +0.3%
FAG
39
Fortitude Advisory Group
Washington
$243K +$417 +26 +0.2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$242K -$14.8K -921 -6%
CA
41
CoreCap Advisors
Michigan
$240K +$8.02K +500 +4%
HighTower Advisors
42
HighTower Advisors
Illinois
$235K +$1.03K +64 +0.4%
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
$229K
SWP
44
Stratos Wealth Partners
Ohio
$226K -$32.7K -2,035 -13%
CHJWM
45
Carlton Hofferkamp & Jenks Wealth Management
Texas
$202K -$12.8K -800 -6%
TIM
46
Triad Investment Management
California
$197K -$33.8K -2,109 -15%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$193K -$146K -9,121 -44%
GLA
48
Good Life Advisors
Pennsylvania
$172K
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$170K +$166K +10,368 New
AWM
50
AE Wealth Management
Kansas
$169K -$93K -5,795 -36%