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Guggenheim Strategic Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
126
Kapstone Financial Advisors
Ohio
$165K +$161K +11,070 New
KWM
127
Kingsview Wealth Management
Oregon
$164K +$161K +11,030 New
IWM
128
IHT Wealth Management
Illinois
$164K -$4.2K -288 -3%
CWP
129
Core Wealth Partners
California
$163K
P
130
&Partners
Tennessee
$163K
FWP
131
Firethorn Wealth Partners
Georgia
$158K +$5.6K +384 +4%
AAS
132
Ameritas Advisory Services
Nebraska
$157K
BFA
133
Beacon Financial Advisory
Ohio
$153K +$150K +10,296 New
AWG
134
Altus Wealth Group
Colorado
$150K -$3.98K -273 -3%
Creative Planning
135
Creative Planning
Kansas
$150K -$177K -12,153 -55%
GP
136
Gridiron Partners
Pennsylvania
$149K
UWP
137
Uniting Wealth Partners
Kansas
$149K
SWM
138
Spire Wealth Management
Virginia
$145K
Wells Fargo
139
Wells Fargo
California
$137K +$52K +3,564 +63%
SS
140
Sunbelt Securities
Texas
$120K +$4.39K +301 +4%
MAS
141
MPWM Advisory Solutions
Georgia
$104K
FWM
142
FSA Wealth Management
Massachusetts
$69.6K
CCM
143
Canal Capital Management
Virginia
$64.3K +$937K +64,252 New
EB
144
Eastern Bank
Massachusetts
$60.6K
FFWM
145
Future Financial Wealth Management
Ohio
$59.6K
CTB
146
Country Trust Bank
Illinois
$59.6K +$58.4K +4,000 New
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$57K -$14.6K -999 -21%
ACM
148
Anfield Capital Management
California
$54.4K
MCM
149
MAI Capital Management
Ohio
$50.9K +$1.9K +130 +4%
POIA
150
Pin Oak Investment Advisors
Texas
$48K +$1.55K +106 +4%