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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27M +$1.02M +62,019 +4%
GC
2
Guggenheim Capital
Illinois
$12.4M – – –
LPL Financial
3
LPL Financial
California
$5.29M +$844K +51,150 +19%
UBS Group
4
UBS Group
Switzerland
$4.26M -$236K -14,315 -5%
Bank of America
5
Bank of America
North Carolina
$3.23M -$136K -8,261 -4%
RJA
6
Raymond James & Associates
Florida
$2.88M +$381K +23,069 +15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.52M +$62K +3,757 +2%
Invesco
8
Invesco
Georgia
$2.5M -$377K -22,828 -13%
CFG
9
Cooper Financial Group
California
$2.12M -$180K -10,937 -8%
VVP
10
Venture Visionary Partners
Ohio
$1.98M +$991K +60,040 +97%
WT
11
Whittier Trust
California
$1.94M +$1.01M +61,352 +106%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.77M +$19.1K +1,160 +1%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$1.57M -$6.44K -390 -0.4%
FFA
14
Farther Finance Advisors
California
$1.46M +$3.5K +212 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.4M -$15.3K -926 -1%
RCG
16
Regatta Capital Group
California
$1.13M -$61.2K -3,706 -5%
WS
17
Wedbush Securities
California
$1.08M +$70K +4,239 +7%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.07M -$26.1K -1,581 -2%
Stifel Financial
19
Stifel Financial
Missouri
$1.07M -$126K -7,655 -10%
XWM
20
Xcel Wealth Management
Florida
$996K +$20.6K +1,250 +2%
BW
21
Bison Wealth
Georgia
$848K +$2.84K +172 +0.3%
WAM
22
Walker Asset Management
Missouri
$766K +$13.2K +800 +2%
DJYG
23
David J. Yvars Group
Florida
$694K +$957 +58 +0.1%
JCFM
24
JBR Co Financial Management
Oklahoma
$636K -$47.8K -2,895 -7%
BI
25
Bramshill Investments
Florida
$636K -$760K -46,055 -54%
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