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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$13.4M -$3.57M -150,917 -21%
Morgan Stanley
2
Morgan Stanley
New York
$13.2M -$1.09M -46,254 -8%
Bank of America
3
Bank of America
North Carolina
$8.09M -$127K -5,369 -2%
Wells Fargo
4
Wells Fargo
California
$5.51M -$143K -6,024 -3%
Invesco
5
Invesco
Georgia
$4.55M +$354K +14,950 +8%
RJA
6
Raymond James & Associates
Florida
$3.78M -$658K -27,816 -15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.38M -$38.9K -1,644 -1%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$2.56M – – –
MMA
9
Miracle Mile Advisors
California
$2.29M +$1.25K +53 +0.1%
ACI
10
Alpha Cubed Investments
California
$2.24M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.13M -$138K -5,814 -6%
LPL Financial
12
LPL Financial
California
$2.11M +$842K +35,585 +67%
KC
13
Kenfarb & Co
Kentucky
$2.01M +$2M +84,550 New
DJYG
14
David J. Yvars Group
Florida
$1.96M +$78.8K +3,330 +4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.61M +$600K +25,360 +60%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.55M -$83.4K -3,522 -5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.47M -$91.1K -3,848 -6%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$1.43M +$39K +1,649 +3%
RCG
19
Regatta Capital Group
California
$1.42M +$1.41M +59,724 New
WAM
20
Walker Asset Management
Missouri
$1.25M +$1.25M +52,758 New
KAS
21
Kestra Advisory Services
Texas
$1.16M -$1.7K -72 -0.1%
WT
22
Whittier Trust
California
$981K – – –
BW
23
Bison Wealth
Georgia
$961K +$514K +21,735 +116%
TIM
24
Triad Investment Management
California
$862K +$860K +36,336 New
RJT
25
Raymond James Trust
Florida
$793K +$75.3K +3,180 +11%
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