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Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$31.8K – – –
Spire Wealth Management
52
Spire Wealth Management
Virginia
$30.1K -$32K -2,000 -51%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$29K +$28.8K +1,800 New
IAIM
54
International Assets Investment Management
Florida
$15.9K +$16K +1,000 New
Comerica Bank
55
Comerica Bank
Texas
$9.54K -$24K -1,500 -71%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +500 New
OP
57
ORG Partners
Indiana
$6.75K +$608 +38 +10%
GJWM
58
Gilliland Jeter Wealth Management
Arkansas
$5.93K – – –
Steward Partners Investment Advisory
59
Steward Partners Investment Advisory
New York
$3.82K – – –
WhitTier Trust Company
60
WhitTier Trust Company
Nevada
$2.78K – – –
Larson Financial Group
61
Larson Financial Group
Missouri
$1.59K +$1.6K +100 New
SIS
62
Sound Income Strategies
Florida
$636 – – –
DFA
63
DHJJ Financial Advisors
Illinois
$159 – – –
BI
64
Bramshill Investments
Florida
– -$636K -39,109 Closed
PPP
65
Private Portfolio Partners
New Jersey
– -$613K -37,716 Closed
CoreCap Advisors
66
CoreCap Advisors
Michigan
– -$288K -17,715 Closed
SCM
67
Schnieders Capital Management
California
– -$223K -13,750 Closed
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
– -$203K -12,516 Closed
FIA
69
FNY Investment Advisers
New York
– -$6K -400 Closed
Allworth Financial
70
Allworth Financial
California
– -$2.7K -166 Closed