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Guggenheim Strategic Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Independent Financial Group
California
$211K -$2.92K -200 -1%
SF
102
Safeguard Financial
Wisconsin
$210K
GCP
103
Gill Capital Partners
Colorado
$205K
SC
104
Sykon Capital
New York
$201K +$197K +13,511 New
CAM
105
Cresset Asset Management
Illinois
$200K +$196K +13,417 New
USCWA
106
U.S. Capital Wealth Advisors
Texas
$179K +$8.74K +600 +5%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$176K +$22.3K +1,531 +15%
ASN
108
Advisory Services Network
Georgia
$173K -$17.7K -1,212 -9%
XT
109
XTX Topco
Cayman Islands
$168K +$164K +11,261 New
CCFM
110
Clear Creek Financial Management
Washington
$164K -$7.29K -500 -4%
GWM
111
Geneos Wealth Management
Colorado
$161K +$86.3K +5,924 +121%
AAS
112
Ameritas Advisory Services
Nebraska
$152K +$148K +10,165 New
IWM
113
IHT Wealth Management
Illinois
$149K +$146K +10,001 New
GP
114
Gridiron Partners
Pennsylvania
$149K -$16.8K -1,155 -10%
SWM
115
Spire Wealth Management
Virginia
$145K
SS
116
Sunbelt Securities
Texas
$122K +$2.04K +140 +2%
OP
117
ORG Partners
Indiana
$117K +$1.78K +122 +2%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$99.4K +$321 +22 +0.3%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$81K -$4.15K -285 -5%
TFGT
120
TS Financial Group (TSFG)
Illinois
$78K
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$73.4K
GRP
122
Global Retirement Partners
California
$57.2K -$554 -38 -1%
SFC
123
Strategic Financial Concepts
Texas
$50.5K +$4.38M +300,306 +1,166%
Wells Fargo
124
Wells Fargo
California
$45.7K -$11.9K -814 -21%
ATPW
125
Ashton Thomas Private Wealth
Arizona
$37.3K +$36.4K +2,500 New