We are live on ! Find out more
GUG

Guggenheim Active Allocation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$370K +$69.8K +4,534 +23%
ACP
27
Aviance Capital Partners
Florida
$368K +$77.1K +5,010 +26%
HighTower Advisors
28
HighTower Advisors
Illinois
$363K -$127K -8,238 -25%
DC
29
Davenport & Co
Virginia
$362K -$18.4K -1,194 -5%
MWM
30
MGB Wealth Management
Texas
$361K +$185K +12,008 +100%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$319K -$34.2K -2,219 -9%
KWM
32
Kingsview Wealth Management
Oregon
$295K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$293K +$26.2K +1,703 +10%
WS
34
Wedbush Securities
California
$227K -$117K -7,584 -33%
Millennium Management
35
Millennium Management
New York
$220K +$225K +14,602 New
PI
36
PFG Investments
New York
$189K -$97K -6,300 -33%
AWM
37
Avior Wealth Management
Nebraska
$176K +$95.3K +6,191 +113%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$175K +$4.06K +264 +2%
NA
39
Nordwand Advisors
Pennsylvania
$173K -$77K -5,000 -30%
Truist Financial
40
Truist Financial
North Carolina
$164K +$167K +10,853 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$162K +$6.31K +410 +4%
SC
42
SouthState Corp
Florida
$127K
AGWCA
43
Annis Gardner Whiting Capital Advisors
Florida
$113K
EC
44
Elequin Capital
New York
$66.4K +$67.9K +4,408 New
TFGT
45
TS Financial Group (TSFG)
Illinois
$26K +$26.7K +1,734 New
GWM
46
Geneos Wealth Management
Colorado
$22.6K
HI
47
Harbour Investments
Wisconsin
$22.6K
AF
48
Allworth Financial
California
$14.9K +$15.4K +1,000 New
NWMP
49
Noble Wealth Management PBC
Colorado
$10.5K
JP Morgan Chase
50
JP Morgan Chase
New York
$8.29K -$58.5K -3,800 -87%