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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$607K +$462K +30,891 +327%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$549K +$546K +36,497 New
WAM
28
Walker Asset Management
Missouri
$534K -$40K -2,675 -7%
RAM
29
Readystate Asset Management
Illinois
$508K -$612K -40,877 -55%
DAS
30
Dynamic Advisor Solutions
Arizona
$506K -$70.4K -4,703 -12%
AA
31
Armis Advisers
Georgia
$505K -$109K -7,316 -18%
DJYG
32
David J. Yvars Group
Florida
$505K +$4.64K +310 +0.9%
JCFM
33
JBR Co Financial Management
Oklahoma
$499K -$63K -4,210 -11%
PAG
34
Private Advisor Group
New Jersey
$380K -$14.5K -966 -4%
FAG
35
Fortitude Advisory Group
Washington
$344K
CA
36
CoreCap Advisors
Michigan
$283K -$177K -11,800 -39%
IA
37
Intellus Advisors
Florida
$283K +$21.4K +1,433 +8%
LSIA
38
LaSalle St. Investment Advisors
Illinois
$273K -$25K -1,670 -8%
HF
39
HRT Financial
New York
$265K +$80.9K +5,403 +44%
PWM
40
Palacios Wealth Management
Florida
$218K +$217K +14,501 New
WFA
41
WMG Financial Advisors
Tennessee
$214K -$12K -800 -5%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$205K +$204K +13,637 New
NS
43
NBC Securities
Alabama
$197K +$8.37K +559 +4%
SWP
44
Stratos Wealth Partners
Ohio
$194K +$15K +1,000 +8%
Jane Street
45
Jane Street
New York
$189K +$188K +12,561 New
CPSC
46
Carl P. Sherr & Co
Massachusetts
$170K
CHJWM
47
Carlton Hofferkamp & Jenks Wealth Management
Texas
$157K -$898 -60 -0.6%
HighTower Advisors
48
HighTower Advisors
Illinois
$155K -$15.3K -1,020 -9%
BAM
49
Belpointe Asset Management
Nevada
$151K +$150K +10,053 New
AF
50
Allworth Financial
California
$105K +$105K +7,000 New