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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Johnson Bixby & Associates LLC | 2,920,072 | $66,271 | 12/31/2023 |
CGCP | 2,920,072 | $66,271 | 12/31/2023 |
Advisor Group Holdings Inc. | 2,786,378 | $63,238 | 12/31/2023 |
CGCP | 2,786,378 | $63,238 | 12/31/2023 |
UBS Group AG | 2,307,394 | $52,366 | 12/31/2023 |
CGCP | 2,307,394 | $52,366 | 12/31/2023 |
WNY Asset Management LLC | 2,152,720 | $48,856 | 12/31/2023 |
CGCP | 2,152,720 | $48,856 | 12/31/2023 |
Wells Fargo & Company MN | 2,069,987 | $46,978 | 12/31/2023 |
CGCP | 2,069,987 | $46,978 | 12/31/2023 |
LPL Financial LLC | 1,950,671 | $44,270 | 12/31/2023 |
CGCP | 1,950,671 | $44,270 | 12/31/2023 |
Souders Financial Advisors | 1,893,303 | $42,969 | 12/31/2023 |
CGCP | 1,893,303 | $42,969 | 12/31/2023 |
Capital International Investors | 1,809,751 | $41,072 | 12/31/2023 |
CGCP | 1,809,751 | $41,072 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,792,641 | $40,684 | 12/31/2023 |
CGCP | 1,792,641 | $40,684 | 12/31/2023 |
Cetera Advisors LLC | 1,451,216 | $32,935 | 12/31/2023 |
CGCP | 1,451,216 | $32,935 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,423,544 | $32,307 | 12/31/2023 |
CGCP | 1,423,544 | $32,307 | 12/31/2023 |
MML Investors Services LLC | 1,334,916 | $30,296 | 12/31/2023 |
CGCP | 1,334,916 | $30,296 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,290,638 | $29,291 | 12/31/2023 |
CGCP | 1,290,638 | $29,291 | 12/31/2023 |
Jane Street Group LLC | 1,223,316 | $27,763 | 12/31/2023 |
CGCP | 1,223,316 | $27,763 | 12/31/2023 |
Janney Montgomery Scott LLC | 1,188,008 | $26,962 | 12/31/2023 |
CGCP | 1,188,008 | $26,962 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 1,070,878 | $24,052 | 03/31/2024 |
CGCP | 1,070,878 | $24,052 | 03/31/2024 |
IAM Advisory LLC | 1,037,253 | $23,297 | 03/31/2024 |
CGCP | 1,037,253 | $23,297 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 939,330 | $21,318 | 12/31/2023 |
CGCP | 939,330 | $21,318 | 12/31/2023 |
Stadion Money Management LLC | 894,571 | $20,302 | 12/31/2023 |
CGCP | 894,571 | $20,302 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 883,136 | $20,043 | 12/31/2023 |
CGCP | 883,136 | $20,043 | 12/31/2023 |
Adamsbrown Wealth Consultants LLC | 882,750 | $20,034 | 12/31/2023 |
CGCP | 882,750 | $20,034 | 12/31/2023 |
Main Line Retirement Advisors LLC | 788,065 | $17,700 | 03/31/2024 |
CGCP | 788,065 | $17,700 | 03/31/2024 |
Harbour Investments Inc. | 766,080 | $17,386 | 12/31/2023 |
CGCP | 766,080 | $17,386 | 12/31/2023 |
FinDec Wealth Services Inc. | 691,438 | $15,692 | 12/31/2023 |
CGCP | 691,438 | $15,692 | 12/31/2023 |
Bernardo Wealth Planning LLC | 687,453 | $15,602 | 12/31/2023 |
CGCP | 687,453 | $15,602 | 12/31/2023 |
ST Germain D J Co. Inc. | 683,231 | $15,345 | 03/31/2024 |
CGCP | 683,231 | $15,345 | 03/31/2024 |
Royal Bank of Canada | 648,133 | $14,710 | 12/31/2023 |
CGCP | 648,133 | $14,710 | 12/31/2023 |
Stifel Financial Corp | 632,065 | $14,345 | 12/31/2023 |
CGCP | 632,065 | $14,345 | 12/31/2023 |
Raymond James & Associates | 604,331 | $13,715 | 12/31/2023 |
CGCP | 604,331 | $13,715 | 12/31/2023 |
Ruggaard & Associates LLC | 590,932 | $13,411 | 12/31/2023 |
CGCP | 590,932 | $13,411 | 12/31/2023 |
Lincoln National Corp | 514,342 | $11,673 | 12/31/2023 |
CGCP | 514,342 | $11,673 | 12/31/2023 |
Midwest Heritage Bank FSB | 472,617 | $10,726 | 12/31/2023 |
CGCP | 472,617 | $10,726 | 12/31/2023 |
Truist Financial Corp | 459,112 | $10,420 | 12/31/2023 |
CGCP | 459,112 | $10,420 | 12/31/2023 |
FinTrust Capital Advisors LLC | 458,759 | $10,412 | 12/31/2023 |
CGCP | 458,759 | $10,412 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 440,427 | $9,892 | 03/31/2024 |
CGCP | 440,427 | $9,892 | 03/31/2024 |
Fortress Wealth Management Inc. | 438,715 | $9,854 | 03/31/2024 |
CGCP | 438,715 | $9,854 | 03/31/2024 |
Confluence Wealth Services Inc. | 387,587 | $8,796 | 12/31/2023 |
CGCP | 387,587 | $8,796 | 12/31/2023 |
Condor Capital Management | 384,088 | $8,717 | 12/31/2023 |
CGCP | 384,088 | $8,717 | 12/31/2023 |
AA Financial Advisors LLC | 348,625 | $7,912 | 12/31/2023 |
CGCP | 348,625 | $7,912 | 12/31/2023 |
New England Capital Financial Advisors LLC | 347,751 | $7,892 | 12/31/2023 |
CGCP | 347,751 | $7,892 | 12/31/2023 |
D.A. Davidson & CO. | 319,704 | $7,256 | 12/31/2023 |
CGCP | 319,704 | $7,256 | 12/31/2023 |
Compass Financial Group Inc. | 312,753 | $7,098 | 12/31/2023 |
CGCP | 312,753 | $7,098 | 12/31/2023 |
Cetera Advisor Networks LLC | 305,796 | $6,940 | 12/31/2023 |
CGCP | 305,796 | $6,940 | 12/31/2023 |
Mutual Advisors LLC | 284,180 | $6,449 | 12/31/2023 |
CGCP | 284,180 | $6,449 | 12/31/2023 |
Cetera Investment Advisers | 256,484 | $5,821 | 12/31/2023 |
CGCP | 256,484 | $5,821 | 12/31/2023 |
Capital Group Private Client Services Inc. | 227,939 | $5,173 | 12/31/2023 |
CGCP | 227,939 | $5,173 | 12/31/2023 |
Prospera Financial Services Inc | 223,831 | $5,080 | 12/31/2023 |
CGCP | 223,831 | $5,080 | 12/31/2023 |
Landmark Wealth Management LLC | 210,449 | $4,776 | 12/31/2023 |
CGCP | 210,449 | $4,776 | 12/31/2023 |
Aptus Capital Advisors LLC | 201,904 | $4,582 | 12/31/2023 |
CGCP | 201,904 | $4,582 | 12/31/2023 |
Advisory Services Network LLC | 200,644 | $4,554 | 12/31/2023 |
CGCP | 200,644 | $4,554 | 12/31/2023 |
Kestra Advisory Services LLC | 195,584 | $4,439 | 12/31/2023 |
CGCP | 195,584 | $4,439 | 12/31/2023 |
Baird Financial Group Inc. | 182,089 | $4,133 | 12/31/2023 |
CGCP | 182,089 | $4,133 | 12/31/2023 |
Advisory Alpha LLC | 176,466 | $4,005 | 12/31/2023 |
CGCP | 176,466 | $4,005 | 12/31/2023 |
Bridgewealth Advisory Group LLC | 165,394 | $3,715 | 03/31/2024 |
CGCP | 165,394 | $3,715 | 03/31/2024 |
WBH Advisory Inc. | 162,042 | $3,639 | 03/31/2024 |
CGCP | 162,042 | $3,639 | 03/31/2024 |
Mariner LLC | 158,136 | $3,589 | 12/31/2023 |
CGCP | 158,136 | $3,589 | 12/31/2023 |
Atria Wealth Solutions Inc. | 157,717 | $3,580 | 12/31/2023 |
CGCP | 157,717 | $3,580 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 142,550 | $3,202 | 03/31/2024 |
CGCP | 142,550 | $3,202 | 03/31/2024 |
Private Advisor Group LLC | 133,586 | $3,032 | 12/31/2023 |
CGCP | 133,586 | $3,032 | 12/31/2023 |
Acima Private Wealth LLC | 125,535 | $2,849 | 12/31/2023 |
CGCP | 125,535 | $2,849 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 116,989 | $2,655 | 12/31/2023 |
CGCP | 116,989 | $2,655 | 12/31/2023 |
Lodestone Wealth Management LLC | 115,001 | $2,610 | 12/31/2023 |
CGCP | 115,001 | $2,610 | 12/31/2023 |
Studio Investment Management LLC | 114,784 | $2,605 | 12/31/2023 |
CGCP | 114,784 | $2,605 | 12/31/2023 |
Cornerstone Wealth Management LLC | 112,336 | $2,523 | 03/31/2024 |
CGCP | 112,336 | $2,523 | 03/31/2024 |
NavPoint Financial Inc. | 105,849 | $2,402 | 12/31/2023 |
CGCP | 105,849 | $2,402 | 12/31/2023 |
Inspire Advisors LLC | 105,001 | $2,383 | 12/31/2023 |
CGCP | 105,001 | $2,383 | 12/31/2023 |
Affiance Financial LLC | 101,722 | $2,285 | 03/31/2024 |
CGCP | 101,722 | $2,285 | 03/31/2024 |
Belpointe Asset Management LLC | 93,290 | $2,117 | 12/31/2023 |
CGCP | 93,290 | $2,117 | 12/31/2023 |
Avantax Advisory Services Inc. | 89,298 | $2,027 | 12/31/2023 |
CGCP | 89,298 | $2,027 | 12/31/2023 |
Atria Investments LLC | 89,301 | $2,027 | 12/31/2023 |
CGCP | 89,301 | $2,027 | 12/31/2023 |
Capital Planning LLC | 89,579 | $2,020 | 03/31/2024 |
CGCP | 89,579 | $2,020 | 03/31/2024 |
Strategic Family Wealth Counselors L.L.C. | 84,018 | $1,907 | 12/31/2023 |
CGCP | 84,018 | $1,907 | 12/31/2023 |
OLD Mission Capital LLC | 74,838 | $1,698 | 12/31/2023 |
CGCP | 74,838 | $1,698 | 12/31/2023 |
Citadel Advisors LLC | 71,393 | $1,620 | 12/31/2023 |
CGCP | 71,393 | $1,620 | 12/31/2023 |
SOL Capital Management CO | 70,154 | $1,592 | 12/31/2023 |
CGCP | 70,154 | $1,592 | 12/31/2023 |
DAVENPORT & Co LLC | 68,285 | $1,550 | 12/31/2023 |
CGCP | 68,285 | $1,550 | 12/31/2023 |
Kingsview Wealth Management LLC | 65,878 | $1,495 | 12/31/2023 |
CGCP | 65,878 | $1,495 | 12/31/2023 |
LongView Wealth Management | 60,100 | $1,350 | 03/31/2024 |
CGCP | 60,100 | $1,350 | 03/31/2024 |
Moloney Securities Asset Management LLC | 57,000 | $1,294 | 12/31/2023 |
CGCP | 57,000 | $1,294 | 12/31/2023 |
Captrust Financial Advisors | 56,760 | $1,288 | 12/31/2023 |
CGCP | 56,760 | $1,288 | 12/31/2023 |
Proequities Inc. | 56,346 | $1,286 | 12/31/2023 |
CGCP | 56,346 | $1,286 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 53,172 | $1,207 | 12/31/2023 |
CGCP | 53,172 | $1,207 | 12/31/2023 |
Cherry Creek Investment Advisors Inc. | 52,992 | $1,203 | 12/31/2023 |
CGCP | 52,992 | $1,203 | 12/31/2023 |
Continuum Advisory LLC | 52,272 | $1,186 | 12/31/2023 |
CGCP | 52,272 | $1,186 | 12/31/2023 |
Merit Financial Group LLC | 48,653 | $1,104 | 12/31/2023 |
CGCP | 48,653 | $1,104 | 12/31/2023 |
Comerica Bank | 48,004 | $1,089 | 12/31/2023 |
CGCP | 48,004 | $1,089 | 12/31/2023 |
Oppenheimer & Co. Inc. | 44,378 | $1,007 | 12/31/2023 |
CGCP | 44,378 | $1,007 | 12/31/2023 |
Brown Brothers Harriman & Co. | 44,338 | $1,006 | 12/31/2023 |
CGCP | 44,338 | $1,006 | 12/31/2023 |
Sigma Planning Corp | 44,282 | $1,005 | 12/31/2023 |
CGCP | 44,282 | $1,005 | 12/31/2023 |
Valmark Advisers Inc. | 43,798 | $994 | 12/31/2023 |
CGCP | 43,798 | $994 | 12/31/2023 |
AdvisorNet Financial Inc | 35,062 | $787 | 03/31/2024 |
CGCP | 35,062 | $787 | 03/31/2024 |
Silverlake Wealth Management LLC | 34,923 | $784 | 03/31/2024 |
CGCP | 34,923 | $784 | 03/31/2024 |
Sawtooth Solutions LLC | 32,425 | $736 | 12/31/2023 |
CGCP | 32,425 | $736 | 12/31/2023 |
Bleakley Financial Group LLC | 32,425 | $736 | 12/31/2023 |
CGCP | 32,425 | $736 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 32,278 | $733 | 12/31/2023 |
CGCP | 32,278 | $733 | 12/31/2023 |
Financial Management Network Inc. | 31,073 | $698 | 12/31/2023 |
CGCP | 31,073 | $698 | 12/31/2023 |
Prosperity Financial Group Inc. | 28,862 | $655 | 12/31/2023 |
CGCP | 28,862 | $655 | 12/31/2023 |
Madison Wealth Partners Inc | 28,654 | $650 | 12/31/2023 |
CGCP | 28,654 | $650 | 12/31/2023 |
Tradition Wealth Management LLC | 28,441 | $645 | 12/31/2023 |
CGCP | 28,441 | $645 | 12/31/2023 |
Founders Financial Securities LLC | 27,286 | $613 | 03/31/2024 |
CGCP | 27,286 | $613 | 03/31/2024 |
Change Path LLC | 24,720 | $561 | 12/31/2023 |
CGCP | 24,720 | $561 | 12/31/2023 |
Yarger Wealth Strategies LLC | 24,479 | $556 | 12/31/2023 |
CGCP | 24,479 | $556 | 12/31/2023 |
RFG Advisory LLC | 24,091 | $541 | 03/31/2024 |
CGCP | 24,091 | $541 | 03/31/2024 |
Wealthcare Capital Management LLC | 23,962 | $538 | 03/31/2024 |
CGCP | 23,962 | $538 | 03/31/2024 |
Thrivent Financial for Lutherans | 23,060 | $523 | 12/31/2023 |
CGCP | 23,060 | $523 | 12/31/2023 |
EverSource Wealth Advisors LLC | 23,060 | $523 | 12/31/2023 |
CGCP | 23,060 | $523 | 12/31/2023 |
WealthCare Investment Partners LLC | 22,772 | $511 | 03/31/2024 |
CGCP | 22,772 | $511 | 03/31/2024 |
American Financial Advisors LLC | 22,027 | $500 | 12/31/2023 |
CGCP | 22,027 | $500 | 12/31/2023 |
NBC Securities Inc. | 21,959 | $493 | 03/31/2024 |
CGCP | 21,959 | $493 | 03/31/2024 |
Allworth Financial LP | 21,354 | $485 | 12/31/2023 |
CGCP | 21,354 | $485 | 12/31/2023 |
Pillar Wealth Advisors LLC | 20,855 | $473 | 12/31/2023 |
CGCP | 20,855 | $473 | 12/31/2023 |
Intergy Private Wealth LLC | 20,788 | $472 | 12/31/2023 |
CGCP | 20,788 | $472 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 18,806 | $426 | 12/31/2023 |
CGCP | 18,806 | $426 | 12/31/2023 |
Good Life Advisors LLC | 18,727 | $425 | 12/31/2023 |
CGCP | 18,727 | $425 | 12/31/2023 |
Wetherby Asset Management Inc. | 18,500 | $420 | 12/31/2023 |
CGCP | 18,500 | $420 | 12/31/2023 |
Western Wealth Management LLC | 16,145 | $366 | 12/31/2023 |
CGCP | 16,145 | $366 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 15,267 | $346 | 12/31/2023 |
CGCP | 15,267 | $346 | 12/31/2023 |
Global Retirement Partners LLC | 15,263 | $346 | 12/31/2023 |
CGCP | 15,263 | $346 | 12/31/2023 |
tru Independence LLC | 14,877 | $334 | 03/31/2024 |
CGCP | 14,877 | $334 | 03/31/2024 |
Daymark Wealth Partners LLC | 14,390 | $323 | 03/31/2024 |
CGCP | 14,390 | $323 | 03/31/2024 |
CWS Financial Advisors LLC | 14,020 | $318 | 12/31/2023 |
CGCP | 14,020 | $318 | 12/31/2023 |
Alpha Financial Advisors LLC | 13,421 | $305 | 12/31/2023 |
CGCP | 13,421 | $305 | 12/31/2023 |
Hoylecohen LLC | 13,137 | $298 | 12/31/2023 |
CGCP | 13,137 | $298 | 12/31/2023 |
Breakwater Capital Group | 13,079 | $294 | 03/31/2024 |
CGCP | 13,079 | $294 | 03/31/2024 |
J Arnold Wealth Management Co | 12,912 | $293 | 12/31/2023 |
CGCP | 12,912 | $293 | 12/31/2023 |
Frazier Financial Advisors LLC | 12,694 | $288 | 12/31/2023 |
CGCP | 12,694 | $288 | 12/31/2023 |
Kuhn & Co Investment Counsel | 12,700 | $288 | 12/31/2023 |
CGCP | 12,700 | $288 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 11,325 | $253 | 03/31/2024 |
CGCP | 11,325 | $253 | 03/31/2024 |
BlackDiamond Wealth Management Inc. | 10,491 | $236 | 12/31/2023 |
CGCP | 10,491 | $236 | 12/31/2023 |
National Wealth Management Group LLC | 9,071 | $206 | 12/31/2023 |
CGCP | 9,071 | $206 | 12/31/2023 |
Financial Advocates Investment Management | 9,036 | $205 | 12/31/2023 |
CGCP | 9,036 | $205 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 7,370 | $167 | 12/31/2023 |
CGCP | 7,370 | $167 | 12/31/2023 |
Principal Securities Inc. | 7,220 | $164 | 12/31/2023 |
CGCP | 7,220 | $164 | 12/31/2023 |
JPMorgan Chase & Co. | 4,934 | $112 | 12/31/2023 |
CGCP | 4,934 | $112 | 12/31/2023 |
Barrett & Company Inc. | 4,938 | $111 | 03/31/2024 |
CGCP | 4,938 | $111 | 03/31/2024 |
Financial Perspectives Inc | 4,324 | $98 | 12/31/2023 |
CGCP | 4,324 | $98 | 12/31/2023 |
IFP Advisors Inc | 3,396 | $77 | 12/31/2023 |
CGCP | 3,396 | $77 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 2,800 | $64 | 12/31/2023 |
CGCP | 2,800 | $64 | 12/31/2023 |
Winch Advisory Services LLC | 2,710 | $61 | 12/31/2023 |
CGCP | 2,710 | $61 | 12/31/2023 |
Northwest Financial Advisors | 2,425 | $55 | 12/31/2023 |
CGCP | 2,425 | $55 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 2,033 | $46 | 12/31/2023 |
CGCP | 2,033 | $46 | 12/31/2023 |
ZRC Wealth Management LLC | 1,960 | $44 | 12/31/2023 |
CGCP | 1,960 | $44 | 12/31/2023 |
Huntington National Bank | 1,399 | $32 | 12/31/2023 |
CGCP | 1,399 | $32 | 12/31/2023 |
CarsonAllaria Wealth Management Ltd. | 1,049 | $24 | 12/31/2023 |
CGCP | 1,049 | $24 | 12/31/2023 |
GWM Advisors LLC | 611 | $14 | 12/31/2023 |
CGCP | 611 | $14 | 12/31/2023 |
Morgan Stanley | 426 | $10 | 12/31/2023 |
CGCP | 426 | $10 | 12/31/2023 |
Larson Financial Group LLC | 430 | $10 | 12/31/2023 |
CGCP | 430 | $10 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 26 | $1 | 12/31/2023 |
CGCP | 26 | $1 | 12/31/2023 |
FMR LLC | 1 | $0 | 12/31/2023 |
CGCP | 1 | $0 | 12/31/2023 |
ICA Group Wealth Management LLC | 10 | $0 | 12/31/2023 |
CGCP | 10 | $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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