We are live on ! Find out more
GUG

Guggenheim Active Allocation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$353K +$357K +24,484 New
DC
27
Davenport & Co
Virginia
$349K -$14.6K -1,000 -4%
ACP
28
Aviance Capital Partners
Florida
$334K -$5.82K -399 -2%
AWA
29
Arete Wealth Advisors
Illinois
$309K +$2.77K +190 +0.9%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$301K +$298K +20,455 New
KWM
31
Kingsview Wealth Management
Oregon
$266K
NA
32
Nordwand Advisors
Pennsylvania
$243K -$286K -19,642 -54%
WS
33
Wedbush Securities
California
$236K +$234K +16,077 New
CIA
34
Concurrent Investment Advisors
Florida
$216K +$214K +14,702 New
US Bancorp
35
US Bancorp
Minnesota
$184K +$182K +12,485 New
EH
36
Equitable Holdings
New York
$182K +$180K +12,370 New
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$165K +$164K +11,232 New
RJT
38
Raymond James Trust
Florida
$159K +$158K +10,816 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$154K -$113K -7,725 -42%
UBS Group
40
UBS Group
Switzerland
$85.9K +$292 +20 +0.3%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$61.8K +$29 +2 +0%
Comerica Bank
42
Comerica Bank
Texas
$61.8K
AWM
43
Avior Wealth Management
Nebraska
$32.5K +$32.2K +2,208 New
GWM
44
Geneos Wealth Management
Colorado
$22.1K
HI
45
Harbour Investments
Wisconsin
$22.1K
IA
46
IFP Advisors
Florida
$18.4K
S
47
SignatureFD
Georgia
$14.8K +$14.7K +1,006 New
Bessemer Group
48
Bessemer Group
New Jersey
$14K +$3.25K +223 +30%
SPIA
49
Steward Partners Investment Advisory
New York
$12.7K +$12.6K +864 New
FIA
50
FNY Investment Advisers
New York
$5K +$5.83K +400 New