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
$423K +$36.1K +2,310 +9%
DC
27
Davenport & Co
Virginia
$380K +$5.01K +321 +1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$360K +$20.7K +1,329 +6%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$345K +$7.77K +498 +2%
UBS Group
30
UBS Group
Switzerland
$290K -$627K -40,187 -68%
KWM
31
Kingsview Wealth Management
Oregon
$270K -$26.9K -1,725 -9%
MWM
32
MGB Wealth Management
Texas
$248K +$77.8K +4,987 +46%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$225K -$194K -12,400 -46%
Creative Planning
34
Creative Planning
Kansas
$217K +$217K +13,900 New
WS
35
Wedbush Securities
California
$212K -$24.3K -1,557 -10%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$183K -$5.6K -359 -3%
NA
37
Nordwand Advisors
Pennsylvania
$179K
Walleye Capital
38
Walleye Capital
New York
$179K -$73.7K -4,723 -29%
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$175K -$193K -12,358 -52%
BCI
40
Brinker Capital Investments
Pennsylvania
$170K -$8.19K -525 -5%
SC
41
SouthState Corp
Florida
$131K
AGWCA
42
Annis Gardner Whiting Capital Advisors
Florida
$117K
GWM
43
Geneos Wealth Management
Colorado
$46.8K
LFG
44
Larson Financial Group
Missouri
$46.8K
NWMP
45
Noble Wealth Management PBC
Colorado
$42.1K +$42.1K +2,700 New
JP Morgan Chase
46
JP Morgan Chase
New York
$34.3K -$46.8K -3,000 -58%
TFGT
47
TS Financial Group (TSFG)
Illinois
$27K
HI
48
Harbour Investments
Wisconsin
$23.4K
MAM
49
Morse Asset Management
Connecticut
$20.4K +$20.4K +1,310 New
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$3.12K