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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$622K -$144K -8,726 -19%
DAS
27
Dynamic Advisor Solutions
Arizona
$618K -$21K -1,274 -3%
PPP
28
Private Portfolio Partners
New Jersey
$613K +$193K +11,721 +45%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$552K +$15.3K +930 +3%
NAS
30
NWF Advisory Services
California
$482K +$30.5K +1,850 +7%
IPW
31
Invictus Private Wealth
Colorado
$414K -$76.1K -4,613 -15%
PAG
32
Private Advisor Group
New Jersey
$379K -$47.8K -2,894 -11%
Wells Fargo
33
Wells Fargo
California
$339K -$93.7K -5,675 -21%
FAG
34
Fortitude Advisory Group
Washington
$309K
RJT
35
Raymond James Trust
Florida
$305K
CA
36
CoreCap Advisors
Michigan
$288K +$36.3K +2,200 +14%
KAS
37
Kestra Advisory Services
Texas
$271K -$83.5K -5,059 -23%
BRWA
38
B. Riley Wealth Advisors
Florida
$252K +$267K +16,192 New
AWS
39
Atria Wealth Solutions
New York
$249K +$253K +15,342 New
KWMG
40
King Wealth Management Group
Florida
$245K -$2.41K -146 -1%
BG
41
Benedetti & Gucer
Georgia
$231K +$13.2K +800 +6%
SCM
42
Schnieders Capital Management
California
$223K
SWP
43
Stratos Wealth Partners
Ohio
$219K
HighTower Advisors
44
HighTower Advisors
Illinois
$212K +$1.07K +65 +0.5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$207K +$42.7K +2,585 +25%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$203K +$207K +12,516 New
CPSC
47
Carl P. Sherr & Co
Massachusetts
$184K
SPC
48
Sigma Planning Corp
Michigan
$182K +$185K +11,207 New
CHJWM
49
Carlton Hofferkamp & Jenks Wealth Management
Texas
$179K -$1.65K -100 -0.9%
GLA
50
Good Life Advisors
Pennsylvania
$171K