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Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$156K +$1.04K +68 +0.7%
Belpointe Asset Management
52
Belpointe Asset Management
Nevada
$154K +$1.43K +93 +0.9%
MWM
53
Maimon Wealth Management
Israel
$149K +$154K +10,000 New
Kestra Advisory Services
54
Kestra Advisory Services
Texas
$90.1K +$92.8K +6,038 New
FC
55
Fairscale Capital
New Hampshire
$23.7K – – –
Eastern Bank
56
Eastern Bank
Massachusetts
$22.9K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$17.9K – – –
Farther Finance Advisors
58
Farther Finance Advisors
California
$12.2K – – –
KTC
59
Kentucky Trust Company
Kentucky
$11.6K – – –
Comerica Bank
60
Comerica Bank
Texas
$8.95K – – –
IAIM
61
International Assets Investment Management
Florida
$7.97K +$8.21K +534 New
Huntington National Bank
62
Huntington National Bank
Ohio
$2.97K – – –
WhitTier Trust Company
63
WhitTier Trust Company
Nevada
$2.6K – – –
HWP
64
Highline Wealth Partners
California
$1.94K – – –
DFA
65
DHJJ Financial Advisors
Illinois
$150 – – –
GP
66
Gridiron Partners
Pennsylvania
– -$34.1K -35,737 Closed
AA
67
Armis Advisers
Georgia
– -$220K -14,054 Closed
Advisory Services Network
68
Advisory Services Network
Georgia
– -$35.4K -2,271 Closed
Spire Wealth Management
69
Spire Wealth Management
Virginia
– -$896 -58 Closed
IFP Advisors
70
IFP Advisors
Florida
– -$125 -8 Closed
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
– -$72 -4 Closed