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Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Sigma Planning Corp
51
Sigma Planning Corp
Michigan
$173K +$174K +10,181 New
Spire Wealth Management
52
Spire Wealth Management
Virginia
$57.8K – – –
RFA
53
Register Financial Advisors
Georgia
$53.1K +$393 +23 +0.7%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
Belpointe Asset Management
55
Belpointe Asset Management
Nevada
$38.1K +$12K +700 +46%
AIP
56
Ahrens Investment Partners
Louisiana
$29K +$29K +1,700 New
WhitTier Trust Company
57
WhitTier Trust Company
Nevada
$24.6K +$11.4K +670 +86%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$21.3K +$21.3K +1,250 New
IFP Advisors
59
IFP Advisors
Florida
$13.9K – – –
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$11.1K – – –
Parallel Advisors
61
Parallel Advisors
California
$6.71K – – –
Steward Partners Investment Advisory
62
Steward Partners Investment Advisory
New York
$4.09K – – –
SIS
63
Sound Income Strategies
Florida
$682 – – –
Alpha Cubed Investments
64
Alpha Cubed Investments
California
– -$1.08M -66,245 Closed
PPP
65
Private Portfolio Partners
New Jersey
– -$266K -16,288 Closed
VF
66
Virtu Financial
New York
– -$258K -15,767 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$242K -14,773 Closed
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
– -$170K -10,368 Closed
AE Wealth Management
69
AE Wealth Management
Kansas
– -$169K -10,320 Closed
EC
70
Elequin Capital
New York
– -$69.7K -4,258 Closed