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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Cooper Financial Group
California
$627K +$162K +9,786 +34%
DAS
27
Dynamic Advisor Solutions
Arizona
$565K -$38.5K -2,329 -6%
FFA
28
Farther Finance Advisors
California
$549K +$558K +33,690 New
KAS
29
Kestra Advisory Services
Texas
$484K +$16.6K +1,002 +3%
PAG
30
Private Advisor Group
New Jersey
$463K +$3.59K +217 +0.8%
SCM
31
Schnieders Capital Management
California
$456K
NAS
32
NWF Advisory Services
California
$437K
BRWA
33
B. Riley Wealth Advisors
Florida
$401K -$106K -6,393 -21%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$370K
Baird Financial Group
35
Baird Financial Group
Wisconsin
$352K +$9.34K +564 +3%
RJT
36
Raymond James Trust
Florida
$306K
FAG
37
Fortitude Advisory Group
Washington
$285K +$33.9K +2,047 +13%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$261K +$265K +15,990 New
KWMG
39
King Wealth Management Group
Florida
$250K +$811 +49 +0.3%
HighTower Advisors
40
HighTower Advisors
Illinois
$236K +$976 +59 +0.4%
WT
41
Whittier Trust
California
$220K -$432K -26,106 -66%
SWP
42
Stratos Wealth Partners
Ohio
$220K +$24.1K +1,455 +12%
CA
43
CoreCap Advisors
Michigan
$203K +$206K +12,465 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$202K +$2.12K +128 +1%
BG
45
Benedetti & Gucer
Georgia
$196K +$4.96K +300 +3%
CHJWM
46
Carlton Hofferkamp & Jenks Wealth Management
Texas
$194K -$3.31K -200 -2%
TIM
47
Triad Investment Management
California
$193K -$3.72K -225 -2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$191K
CPSC
49
Carl P. Sherr & Co
Massachusetts
$185K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$177K -$20.4K -1,231 -10%