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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
$559K -$50.6K -3,162 -8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$545K +$4.77K +298 +0.9%
NAS
28
NWF Advisory Services
California
$471K
IPW
29
Invictus Private Wealth
Colorado
$415K +$10.3K +646 +3%
Wells Fargo
30
Wells Fargo
California
$384K +$52.1K +3,256 +16%
PAG
31
Private Advisor Group
New Jersey
$374K +$2.98K +186 +0.8%
BRWA
32
B. Riley Wealth Advisors
Florida
$361K +$104K +6,491 +40%
KAS
33
Kestra Advisory Services
Texas
$320K +$105K +6,559 +39%
FAG
34
Fortitude Advisory Group
Washington
$308K +$4.93K +308 +2%
RJT
35
Raymond James Trust
Florida
$294K -$4.7K -294 -2%
WFA
36
WMG Financial Advisors
Tennessee
$273K +$274K +17,150 New
AWS
37
Atria Wealth Solutions
New York
$254K +$9.9K +619 +4%
KWMG
38
King Wealth Management Group
Florida
$240K +$928 +58 +0.4%
BWA
39
Beam Wealth Advisors
Louisiana
$218K +$219K +13,686 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$212K +$9.41K +588 +5%
SWP
41
Stratos Wealth Partners
Ohio
$209K -$5.31K -332 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$209K +$1.46K +91 +0.7%
WAM
43
Wolverine Asset Management
Illinois
$208K +$210K +13,113 New
CHJWM
44
Carlton Hofferkamp & Jenks Wealth Management
Texas
$190K
SA
45
Sanctuary Advisors
Indiana
$189K +$194K +12,100 New
SPC
46
Sigma Planning Corp
Michigan
$183K +$4.43K +277 +2%
CPSC
47
Carl P. Sherr & Co
Massachusetts
$180K
GLA
48
Good Life Advisors
Pennsylvania
$168K
NS
49
NBC Securities
Alabama
$162K +$19.2K +1,202 +13%
FC
50
Fairscale Capital
New Hampshire
$34.2K +$33.4K +2,087 New