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Funds Holding CGCP

On this page, we present all of the funds holding CGCP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGCP, with a link to that fund's top holdings. The next columns indicate the amount of CGCP stock held by each of the funds holding CGCP, followed by the CGCP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 149 funds holding CGCP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Johnson Bixby & Associates LLC. For more details on the positions held by Johnson Bixby & Associates LLC (or by any of the other funds holding CGCP), click the fund name in the "Holder" column of the funds-holding-CGCP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Johnson Bixby & Associates LLC2,920,072$66,271 12/31/2023
     CGCP2,920,072$66,271 12/31/2023
Advisor Group Holdings Inc.2,786,378$63,238 12/31/2023
     CGCP2,786,378$63,238 12/31/2023
UBS Group AG2,307,394$52,366 12/31/2023
     CGCP2,307,394$52,366 12/31/2023
WNY Asset Management LLC2,152,720$48,856 12/31/2023
     CGCP2,152,720$48,856 12/31/2023
Wells Fargo & Company MN2,069,987$46,978 12/31/2023
     CGCP2,069,987$46,978 12/31/2023
LPL Financial LLC1,950,671$44,270 12/31/2023
     CGCP1,950,671$44,270 12/31/2023
Souders Financial Advisors1,893,303$42,969 12/31/2023
     CGCP1,893,303$42,969 12/31/2023
Capital International Investors1,809,751$41,072 12/31/2023
     CGCP1,809,751$41,072 12/31/2023
Envestnet Asset Management Inc.1,792,641$40,684 12/31/2023
     CGCP1,792,641$40,684 12/31/2023
Cetera Advisors LLC1,451,216$32,935 12/31/2023
     CGCP1,451,216$32,935 12/31/2023
Northwestern Mutual Wealth Management Co.1,423,544$32,307 12/31/2023
     CGCP1,423,544$32,307 12/31/2023
MML Investors Services LLC1,334,916$30,296 12/31/2023
     CGCP1,334,916$30,296 12/31/2023
Commonwealth Equity Services LLC1,290,638$29,291 12/31/2023
     CGCP1,290,638$29,291 12/31/2023
Jane Street Group LLC1,223,316$27,763 12/31/2023
     CGCP1,223,316$27,763 12/31/2023
Janney Montgomery Scott LLC1,188,008$26,962 12/31/2023
     CGCP1,188,008$26,962 12/31/2023
McGlone Suttner Wealth Management Inc.1,070,878$24,052 03/31/2024
     CGCP1,070,878$24,052 03/31/2024
IAM Advisory LLC1,037,253$23,297 03/31/2024
     CGCP1,037,253$23,297 03/31/2024
Cambridge Investment Research Advisors Inc.939,330$21,318 12/31/2023
     CGCP939,330$21,318 12/31/2023
Stadion Money Management LLC894,571$20,302 12/31/2023
     CGCP894,571$20,302 12/31/2023
Raymond James Financial Services Advisors Inc.883,136$20,043 12/31/2023
     CGCP883,136$20,043 12/31/2023
Adamsbrown Wealth Consultants LLC882,750$20,034 12/31/2023
     CGCP882,750$20,034 12/31/2023
Main Line Retirement Advisors LLC788,065$17,700 03/31/2024
     CGCP788,065$17,700 03/31/2024
Harbour Investments Inc.766,080$17,386 12/31/2023
     CGCP766,080$17,386 12/31/2023
FinDec Wealth Services Inc.691,438$15,692 12/31/2023
     CGCP691,438$15,692 12/31/2023
Bernardo Wealth Planning LLC687,453$15,602 12/31/2023
     CGCP687,453$15,602 12/31/2023
ST Germain D J Co. Inc.683,231$15,345 03/31/2024
     CGCP683,231$15,345 03/31/2024
Royal Bank of Canada648,133$14,710 12/31/2023
     CGCP648,133$14,710 12/31/2023
Stifel Financial Corp632,065$14,345 12/31/2023
     CGCP632,065$14,345 12/31/2023
Raymond James & Associates604,331$13,715 12/31/2023
     CGCP604,331$13,715 12/31/2023
Ruggaard & Associates LLC590,932$13,411 12/31/2023
     CGCP590,932$13,411 12/31/2023
Lincoln National Corp514,342$11,673 12/31/2023
     CGCP514,342$11,673 12/31/2023
Midwest Heritage Bank FSB472,617$10,726 12/31/2023
     CGCP472,617$10,726 12/31/2023
Truist Financial Corp459,112$10,420 12/31/2023
     CGCP459,112$10,420 12/31/2023
FinTrust Capital Advisors LLC458,759$10,412 12/31/2023
     CGCP458,759$10,412 12/31/2023
Wealth Enhancement Advisory Services LLC440,427$9,892 03/31/2024
     CGCP440,427$9,892 03/31/2024
Fortress Wealth Management Inc.438,715$9,854 03/31/2024
     CGCP438,715$9,854 03/31/2024
Confluence Wealth Services Inc.387,587$8,796 12/31/2023
     CGCP387,587$8,796 12/31/2023
Condor Capital Management384,088$8,717 12/31/2023
     CGCP384,088$8,717 12/31/2023
AA Financial Advisors LLC348,625$7,912 12/31/2023
     CGCP348,625$7,912 12/31/2023
New England Capital Financial Advisors LLC347,751$7,892 12/31/2023
     CGCP347,751$7,892 12/31/2023
D.A. Davidson & CO.319,704$7,256 12/31/2023
     CGCP319,704$7,256 12/31/2023
Compass Financial Group Inc.312,753$7,098 12/31/2023
     CGCP312,753$7,098 12/31/2023
Cetera Advisor Networks LLC305,796$6,940 12/31/2023
     CGCP305,796$6,940 12/31/2023
Mutual Advisors LLC284,180$6,449 12/31/2023
     CGCP284,180$6,449 12/31/2023
Cetera Investment Advisers256,484$5,821 12/31/2023
     CGCP256,484$5,821 12/31/2023
Capital Group Private Client Services Inc.227,939$5,173 12/31/2023
     CGCP227,939$5,173 12/31/2023
Prospera Financial Services Inc223,831$5,080 12/31/2023
     CGCP223,831$5,080 12/31/2023
Landmark Wealth Management LLC210,449$4,776 12/31/2023
     CGCP210,449$4,776 12/31/2023
Aptus Capital Advisors LLC201,904$4,582 12/31/2023
     CGCP201,904$4,582 12/31/2023
Advisory Services Network LLC200,644$4,554 12/31/2023
     CGCP200,644$4,554 12/31/2023
Kestra Advisory Services LLC195,584$4,439 12/31/2023
     CGCP195,584$4,439 12/31/2023
Baird Financial Group Inc.182,089$4,133 12/31/2023
     CGCP182,089$4,133 12/31/2023
Advisory Alpha LLC176,466$4,005 12/31/2023
     CGCP176,466$4,005 12/31/2023
Bridgewealth Advisory Group LLC165,394$3,715 03/31/2024
     CGCP165,394$3,715 03/31/2024
WBH Advisory Inc.162,042$3,639 03/31/2024
     CGCP162,042$3,639 03/31/2024
Mariner LLC158,136$3,589 12/31/2023
     CGCP158,136$3,589 12/31/2023
Atria Wealth Solutions Inc.157,717$3,580 12/31/2023
     CGCP157,717$3,580 12/31/2023
Wealthcare Advisory Partners LLC142,550$3,202 03/31/2024
     CGCP142,550$3,202 03/31/2024
Private Advisor Group LLC133,586$3,032 12/31/2023
     CGCP133,586$3,032 12/31/2023
Acima Private Wealth LLC125,535$2,849 12/31/2023
     CGCP125,535$2,849 12/31/2023
Benjamin F. Edwards & Company Inc.116,989$2,655 12/31/2023
     CGCP116,989$2,655 12/31/2023
Lodestone Wealth Management LLC115,001$2,610 12/31/2023
     CGCP115,001$2,610 12/31/2023
Studio Investment Management LLC114,784$2,605 12/31/2023
     CGCP114,784$2,605 12/31/2023
Cornerstone Wealth Management LLC112,336$2,523 03/31/2024
     CGCP112,336$2,523 03/31/2024
NavPoint Financial Inc.105,849$2,402 12/31/2023
     CGCP105,849$2,402 12/31/2023
Inspire Advisors LLC105,001$2,383 12/31/2023
     CGCP105,001$2,383 12/31/2023
Affiance Financial LLC101,722$2,285 03/31/2024
     CGCP101,722$2,285 03/31/2024
Belpointe Asset Management LLC93,290$2,117 12/31/2023
     CGCP93,290$2,117 12/31/2023
Avantax Advisory Services Inc.89,298$2,027 12/31/2023
     CGCP89,298$2,027 12/31/2023
Atria Investments LLC89,301$2,027 12/31/2023
     CGCP89,301$2,027 12/31/2023
Capital Planning LLC89,579$2,020 03/31/2024
     CGCP89,579$2,020 03/31/2024
Strategic Family Wealth Counselors L.L.C.84,018$1,907 12/31/2023
     CGCP84,018$1,907 12/31/2023
OLD Mission Capital LLC74,838$1,698 12/31/2023
     CGCP74,838$1,698 12/31/2023
Citadel Advisors LLC71,393$1,620 12/31/2023
     CGCP71,393$1,620 12/31/2023
SOL Capital Management CO70,154$1,592 12/31/2023
     CGCP70,154$1,592 12/31/2023
DAVENPORT & Co LLC68,285$1,550 12/31/2023
     CGCP68,285$1,550 12/31/2023
Kingsview Wealth Management LLC65,878$1,495 12/31/2023
     CGCP65,878$1,495 12/31/2023
LongView Wealth Management60,100$1,350 03/31/2024
     CGCP60,100$1,350 03/31/2024
Moloney Securities Asset Management LLC57,000$1,294 12/31/2023
     CGCP57,000$1,294 12/31/2023
Captrust Financial Advisors56,760$1,288 12/31/2023
     CGCP56,760$1,288 12/31/2023
Proequities Inc.56,346$1,286 12/31/2023
     CGCP56,346$1,286 12/31/2023
Nations Financial Group Inc. IA ADV53,172$1,207 12/31/2023
     CGCP53,172$1,207 12/31/2023
Cherry Creek Investment Advisors Inc.52,992$1,203 12/31/2023
     CGCP52,992$1,203 12/31/2023
Continuum Advisory LLC52,272$1,186 12/31/2023
     CGCP52,272$1,186 12/31/2023
Merit Financial Group LLC48,653$1,104 12/31/2023
     CGCP48,653$1,104 12/31/2023
Comerica Bank48,004$1,089 12/31/2023
     CGCP48,004$1,089 12/31/2023
Oppenheimer & Co. Inc.44,378$1,007 12/31/2023
     CGCP44,378$1,007 12/31/2023
Brown Brothers Harriman & Co.44,338$1,006 12/31/2023
     CGCP44,338$1,006 12/31/2023
Sigma Planning Corp44,282$1,005 12/31/2023
     CGCP44,282$1,005 12/31/2023
Valmark Advisers Inc.43,798$994 12/31/2023
     CGCP43,798$994 12/31/2023
AdvisorNet Financial Inc35,062$787 03/31/2024
     CGCP35,062$787 03/31/2024
Silverlake Wealth Management LLC34,923$784 03/31/2024
     CGCP34,923$784 03/31/2024
Sawtooth Solutions LLC32,425$736 12/31/2023
     CGCP32,425$736 12/31/2023
Bleakley Financial Group LLC32,425$736 12/31/2023
     CGCP32,425$736 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors32,278$733 12/31/2023
     CGCP32,278$733 12/31/2023
Financial Management Network Inc.31,073$698 12/31/2023
     CGCP31,073$698 12/31/2023
Prosperity Financial Group Inc.28,862$655 12/31/2023
     CGCP28,862$655 12/31/2023
Madison Wealth Partners Inc28,654$650 12/31/2023
     CGCP28,654$650 12/31/2023
Tradition Wealth Management LLC28,441$645 12/31/2023
     CGCP28,441$645 12/31/2023
Founders Financial Securities LLC27,286$613 03/31/2024
     CGCP27,286$613 03/31/2024
Change Path LLC24,720$561 12/31/2023
     CGCP24,720$561 12/31/2023
Yarger Wealth Strategies LLC24,479$556 12/31/2023
     CGCP24,479$556 12/31/2023
RFG Advisory LLC24,091$541 03/31/2024
     CGCP24,091$541 03/31/2024
Wealthcare Capital Management LLC23,962$538 03/31/2024
     CGCP23,962$538 03/31/2024
Thrivent Financial for Lutherans23,060$523 12/31/2023
     CGCP23,060$523 12/31/2023
EverSource Wealth Advisors LLC23,060$523 12/31/2023
     CGCP23,060$523 12/31/2023
WealthCare Investment Partners LLC22,772$511 03/31/2024
     CGCP22,772$511 03/31/2024
American Financial Advisors LLC22,027$500 12/31/2023
     CGCP22,027$500 12/31/2023
NBC Securities Inc.21,959$493 03/31/2024
     CGCP21,959$493 03/31/2024
Allworth Financial LP21,354$485 12/31/2023
     CGCP21,354$485 12/31/2023
Pillar Wealth Advisors LLC20,855$473 12/31/2023
     CGCP20,855$473 12/31/2023
Intergy Private Wealth LLC20,788$472 12/31/2023
     CGCP20,788$472 12/31/2023
Householder Group Estate & Retirement Specialist LLC18,806$426 12/31/2023
     CGCP18,806$426 12/31/2023
Good Life Advisors LLC18,727$425 12/31/2023
     CGCP18,727$425 12/31/2023
Wetherby Asset Management Inc.18,500$420 12/31/2023
     CGCP18,500$420 12/31/2023
Western Wealth Management LLC16,145$366 12/31/2023
     CGCP16,145$366 12/31/2023
SILVER OAK SECURITIES Inc15,267$346 12/31/2023
     CGCP15,267$346 12/31/2023
Global Retirement Partners LLC15,263$346 12/31/2023
     CGCP15,263$346 12/31/2023
tru Independence LLC14,877$334 03/31/2024
     CGCP14,877$334 03/31/2024
Daymark Wealth Partners LLC14,390$323 03/31/2024
     CGCP14,390$323 03/31/2024
CWS Financial Advisors LLC14,020$318 12/31/2023
     CGCP14,020$318 12/31/2023
Alpha Financial Advisors LLC13,421$305 12/31/2023
     CGCP13,421$305 12/31/2023
Hoylecohen LLC13,137$298 12/31/2023
     CGCP13,137$298 12/31/2023
Breakwater Capital Group13,079$294 03/31/2024
     CGCP13,079$294 03/31/2024
J Arnold Wealth Management Co12,912$293 12/31/2023
     CGCP12,912$293 12/31/2023
Frazier Financial Advisors LLC12,694$288 12/31/2023
     CGCP12,694$288 12/31/2023
Kuhn & Co Investment Counsel12,700$288 12/31/2023
     CGCP12,700$288 12/31/2023
Wiley BROS. Aintree Capital LLC11,325$253 03/31/2024
     CGCP11,325$253 03/31/2024
BlackDiamond Wealth Management Inc.10,491$236 12/31/2023
     CGCP10,491$236 12/31/2023
National Wealth Management Group LLC9,071$206 12/31/2023
     CGCP9,071$206 12/31/2023
Financial Advocates Investment Management9,036$205 12/31/2023
     CGCP9,036$205 12/31/2023
Steward Partners Investment Advisory LLC7,370$167 12/31/2023
     CGCP7,370$167 12/31/2023
Principal Securities Inc.7,220$164 12/31/2023
     CGCP7,220$164 12/31/2023
JPMorgan Chase & Co.4,934$112 12/31/2023
     CGCP4,934$112 12/31/2023
Barrett & Company Inc.4,938$111 03/31/2024
     CGCP4,938$111 03/31/2024
Financial Perspectives Inc4,324$98 12/31/2023
     CGCP4,324$98 12/31/2023
IFP Advisors Inc3,396$77 12/31/2023
     CGCP3,396$77 12/31/2023
Guardian Wealth Advisors LLC NC2,800$64 12/31/2023
     CGCP2,800$64 12/31/2023
Winch Advisory Services LLC2,710$61 12/31/2023
     CGCP2,710$61 12/31/2023
Northwest Financial Advisors2,425$55 12/31/2023
     CGCP2,425$55 12/31/2023
Creative Financial Designs Inc. ADV2,033$46 12/31/2023
     CGCP2,033$46 12/31/2023
ZRC Wealth Management LLC1,960$44 12/31/2023
     CGCP1,960$44 12/31/2023
Huntington National Bank1,399$32 12/31/2023
     CGCP1,399$32 12/31/2023
CarsonAllaria Wealth Management Ltd.1,049$24 12/31/2023
     CGCP1,049$24 12/31/2023
GWM Advisors LLC611$14 12/31/2023
     CGCP611$14 12/31/2023
Morgan Stanley426$10 12/31/2023
     CGCP426$10 12/31/2023
Larson Financial Group LLC430$10 12/31/2023
     CGCP430$10 12/31/2023
Carolinas Wealth Consulting LLC26$1 12/31/2023
     CGCP26$1 12/31/2023
FMR LLC1$0 12/31/2023
     CGCP1$0 12/31/2023
ICA Group Wealth Management LLC10$0 12/31/2023
     CGCP10$0 12/31/2023

See Summary: Institutional Holders of CGCP
See Details: Top 10 Hedge Funds Holding CGCP
Also See: CGCP Insider Buying
Also See: CGCP Holdings Changes

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