On this page, we present all of the funds holding CGGR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGGR, with a link to that fund's top holdings. The next columns indicate the amount of CGGR stock held by each of the funds holding CGGR, followed by the CGGR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 261 funds holding CGGR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Capital Group Private Client Services Inc.. For more details on the positions held by Capital Group Private Client Services Inc. (or by any of the other funds holding CGGR), click the fund name in the "Holder" column of the funds-holding-CGGR table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Capital Group Private Client Services Inc. | 13,768,741 | $388,692 | 12/31/2023 |
CGGR | 13,768,741 | $388,692 | 12/31/2023 |
Commonwealth Equity Services LLC | 7,760,438 | $219,077 | 12/31/2023 |
CGGR | 7,760,438 | $219,077 | 12/31/2023 |
LPL Financial LLC | 5,950,900 | $167,994 | 12/31/2023 |
CGGR | 5,950,900 | $167,994 | 12/31/2023 |
Bank of America Corp DE | 5,610,077 | $158,372 | 12/31/2023 |
CGGR | 5,610,077 | $158,372 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 5,071,014 | $143,155 | 12/31/2023 |
CGGR | 5,071,014 | $143,155 | 12/31/2023 |
Envestnet Asset Management Inc. | 3,324,688 | $93,856 | 12/31/2023 |
CGGR | 3,324,688 | $93,856 | 12/31/2023 |
Wells Fargo & Company MN | 2,370,877 | $66,930 | 12/31/2023 |
CGGR | 2,370,877 | $66,930 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 2,356,834 | $66,533 | 12/31/2023 |
CGGR | 2,356,834 | $66,533 | 12/31/2023 |
Financial Security Advisor Inc. | 2,040,227 | $65,267 | 03/31/2024 |
CGGR | 2,040,227 | $65,267 | 03/31/2024 |
MML Investors Services LLC | 2,256,741 | $63,708 | 12/31/2023 |
CGGR | 2,256,741 | $63,708 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 2,212,137 | $62,449 | 12/31/2023 |
CGGR | 2,212,137 | $62,449 | 12/31/2023 |
Advisor Group Holdings Inc. | 2,117,349 | $59,764 | 12/31/2023 |
CGGR | 2,117,349 | $59,764 | 12/31/2023 |
Royal Bank of Canada | 2,037,482 | $57,519 | 12/31/2023 |
CGGR | 2,037,482 | $57,519 | 12/31/2023 |
Raymond James & Associates | 2,010,754 | $56,764 | 12/31/2023 |
CGGR | 2,010,754 | $56,764 | 12/31/2023 |
New England Capital Financial Advisors LLC | 1,624,974 | $45,873 | 12/31/2023 |
CGGR | 1,624,974 | $45,873 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,590,349 | $44,896 | 12/31/2023 |
CGGR | 1,590,349 | $44,896 | 12/31/2023 |
UBS Group AG | 1,496,605 | $42,249 | 12/31/2023 |
CGGR | 1,496,605 | $42,249 | 12/31/2023 |
Baird Financial Group Inc. | 1,419,383 | $40,069 | 12/31/2023 |
CGGR | 1,419,383 | $40,069 | 12/31/2023 |
Cetera Advisor Networks LLC | 1,142,418 | $32,250 | 12/31/2023 |
CGGR | 1,142,418 | $32,250 | 12/31/2023 |
Arden Trust Co | 794,040 | $25,401 | 03/31/2024 |
CGGR | 794,040 | $25,401 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 784,174 | $25,086 | 03/31/2024 |
CGGR | 784,174 | $25,086 | 03/31/2024 |
Stifel Financial Corp | 873,169 | $24,650 | 12/31/2023 |
CGGR | 873,169 | $24,650 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 843,881 | $23,823 | 12/31/2023 |
CGGR | 843,881 | $23,823 | 12/31/2023 |
Kestra Advisory Services LLC | 841,388 | $23,752 | 12/31/2023 |
CGGR | 841,388 | $23,752 | 12/31/2023 |
Summit Investment Advisory Services LLC | 741,981 | $23,736 | 03/31/2024 |
CGGR | 741,981 | $23,736 | 03/31/2024 |
Global Retirement Partners LLC | 827,746 | $23,293 | 12/31/2023 |
CGGR | 827,746 | $23,293 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 703,358 | $22,500 | 03/31/2024 |
CGGR | 703,358 | $22,500 | 03/31/2024 |
Jane Street Group LLC | 787,976 | $22,245 | 12/31/2023 |
CGGR | 787,976 | $22,245 | 12/31/2023 |
Adamsbrown Wealth Consultants LLC | 753,616 | $21,275 | 12/31/2023 |
CGGR | 753,616 | $21,275 | 12/31/2023 |
Janney Montgomery Scott LLC | 742,742 | $20,968 | 12/31/2023 |
CGGR | 742,742 | $20,968 | 12/31/2023 |
Barnes Pettey Financial Advisors LLC | 739,612 | $20,879 | 12/31/2023 |
CGGR | 739,612 | $20,879 | 12/31/2023 |
Lincoln National Corp | 698,978 | $19,732 | 12/31/2023 |
CGGR | 698,978 | $19,732 | 12/31/2023 |
GWM Advisors LLC | 607,342 | $17,169 | 12/31/2023 |
CGGR | 607,342 | $17,169 | 12/31/2023 |
Captrust Financial Advisors | 606,469 | $17,121 | 12/31/2023 |
CGGR | 606,469 | $17,121 | 12/31/2023 |
Ergawealth Advisors Inc. | 584,954 | $16,513 | 12/31/2023 |
CGGR | 584,954 | $16,513 | 12/31/2023 |
Cetera Advisors LLC | 569,249 | $16,070 | 12/31/2023 |
CGGR | 569,249 | $16,070 | 12/31/2023 |
Advance Capital Management Inc. | 492,324 | $15,749 | 03/31/2024 |
CGGR | 492,324 | $15,749 | 03/31/2024 |
Hoylecohen LLC | 550,215 | $15,533 | 12/31/2023 |
CGGR | 550,215 | $15,533 | 12/31/2023 |
CWM LLC | 458,202 | $14,658 | 03/31/2024 |
CGGR | 458,202 | $14,658 | 03/31/2024 |
Confluence Wealth Services Inc. | 499,081 | $14,089 | 12/31/2023 |
CGGR | 499,081 | $14,089 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 431,873 | $13,802 | 03/31/2024 |
CGGR | 431,873 | $13,802 | 03/31/2024 |
Cetera Investment Advisers | 488,883 | $13,801 | 12/31/2023 |
CGGR | 488,883 | $13,801 | 12/31/2023 |
Atria Wealth Solutions Inc. | 464,306 | $13,110 | 12/31/2023 |
CGGR | 464,306 | $13,110 | 12/31/2023 |
Vantage Financial Partners Ltd. Inc. | 459,292 | $12,966 | 12/31/2023 |
CGGR | 459,292 | $12,966 | 12/31/2023 |
Geneos Wealth Management Inc. | 448,640 | $12,665 | 12/31/2023 |
CGGR | 448,640 | $12,665 | 12/31/2023 |
OLD Mission Capital LLC | 433,116 | $12,227 | 12/31/2023 |
CGGR | 433,116 | $12,227 | 12/31/2023 |
Private Advisor Group LLC | 418,794 | $11,823 | 12/31/2023 |
CGGR | 418,794 | $11,823 | 12/31/2023 |
Main Line Retirement Advisors LLC | 342,685 | $10,962 | 03/31/2024 |
CGGR | 342,685 | $10,962 | 03/31/2024 |
Financial Council Asset Management Inc | 380,984 | $10,755 | 12/31/2023 |
CGGR | 380,984 | $10,755 | 12/31/2023 |
PFG Advisors | 375,484 | $10,600 | 12/31/2023 |
CGGR | 375,484 | $10,600 | 12/31/2023 |
Truist Financial Corp | 339,581 | $9,586 | 12/31/2023 |
CGGR | 339,581 | $9,586 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 339,369 | $9,580 | 12/31/2023 |
CGGR | 339,369 | $9,580 | 12/31/2023 |
Advisory Services Network LLC | 316,370 | $8,931 | 12/31/2023 |
CGGR | 316,370 | $8,931 | 12/31/2023 |
Bedel Financial Consulting Inc. | 270,062 | $7,624 | 12/31/2023 |
CGGR | 270,062 | $7,624 | 12/31/2023 |
Strategic Family Wealth Counselors L.L.C. | 262,556 | $7,412 | 12/31/2023 |
CGGR | 262,556 | $7,412 | 12/31/2023 |
Ballew Advisors Inc | 224,994 | $7,146 | 03/31/2024 |
CGGR | 224,994 | $7,146 | 03/31/2024 |
LongView Wealth Management | 219,241 | $7,014 | 03/31/2024 |
CGGR | 219,241 | $7,014 | 03/31/2024 |
Daymark Wealth Partners LLC | 201,694 | $6,452 | 03/31/2024 |
CGGR | 201,694 | $6,452 | 03/31/2024 |
Aptus Capital Advisors LLC | 224,470 | $6,337 | 12/31/2023 |
CGGR | 224,470 | $6,337 | 12/31/2023 |
Investments & Financial Planning LLC | 223,656 | $6,314 | 12/31/2023 |
CGGR | 223,656 | $6,314 | 12/31/2023 |
Harbour Investments Inc. | 220,183 | $6,216 | 12/31/2023 |
CGGR | 220,183 | $6,216 | 12/31/2023 |
Avantax Advisory Services Inc. | 219,644 | $6,201 | 12/31/2023 |
CGGR | 219,644 | $6,201 | 12/31/2023 |
Souders Financial Advisors | 214,832 | $6,065 | 12/31/2023 |
CGGR | 214,832 | $6,065 | 12/31/2023 |
Wintrust Investments LLC | 214,444 | $6,054 | 12/31/2023 |
CGGR | 214,444 | $6,054 | 12/31/2023 |
Investmark Advisory Group LLC | 208,014 | $5,872 | 12/31/2023 |
CGGR | 208,014 | $5,872 | 12/31/2023 |
Bellevue Asset Management LLC | 207,242 | $5,850 | 12/31/2023 |
CGGR | 207,242 | $5,850 | 12/31/2023 |
Armor Investment Advisors LLC | 199,244 | $5,625 | 12/31/2023 |
CGGR | 199,244 | $5,625 | 12/31/2023 |
JPMorgan Chase & Co. | 194,171 | $5,481 | 12/31/2023 |
CGGR | 194,171 | $5,481 | 12/31/2023 |
HighTower Advisors LLC | 191,162 | $5,397 | 12/31/2023 |
CGGR | 191,162 | $5,397 | 12/31/2023 |
Eclectic Associates Inc. ADV | 189,163 | $5,340 | 12/31/2023 |
CGGR | 189,163 | $5,340 | 12/31/2023 |
Prospera Financial Services Inc | 179,459 | $5,066 | 12/31/2023 |
CGGR | 179,459 | $5,066 | 12/31/2023 |
CI Private Wealth LLC | 175,958 | $4,967 | 12/31/2023 |
CGGR | 175,958 | $4,967 | 12/31/2023 |
Valmark Advisers Inc. | 165,992 | $4,686 | 12/31/2023 |
CGGR | 165,992 | $4,686 | 12/31/2023 |
Bridgewealth Advisory Group LLC | 141,606 | $4,530 | 03/31/2024 |
CGGR | 141,606 | $4,530 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 158,681 | $4,480 | 12/31/2023 |
CGGR | 158,681 | $4,480 | 12/31/2023 |
Jones Financial Companies Lllp | 153,602 | $4,336 | 12/31/2023 |
CGGR | 153,602 | $4,336 | 12/31/2023 |
FinDec Wealth Services Inc. | 152,436 | $4,303 | 12/31/2023 |
CGGR | 152,436 | $4,303 | 12/31/2023 |
Beacon Financial Group | 148,291 | $4,186 | 12/31/2023 |
CGGR | 148,291 | $4,186 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 147,845 | $4,174 | 12/31/2023 |
CGGR | 147,845 | $4,174 | 12/31/2023 |
RWM Asset Management LLC | 120,629 | $3,859 | 03/31/2024 |
CGGR | 120,629 | $3,859 | 03/31/2024 |
AA Financial Advisors LLC | 133,203 | $3,760 | 12/31/2023 |
CGGR | 133,203 | $3,760 | 12/31/2023 |
DAVENPORT & Co LLC | 132,182 | $3,731 | 12/31/2023 |
CGGR | 132,182 | $3,731 | 12/31/2023 |
Assetmark Inc. | 131,997 | $3,726 | 12/31/2023 |
CGGR | 131,997 | $3,726 | 12/31/2023 |
Merit Financial Group LLC | 126,536 | $3,572 | 12/31/2023 |
CGGR | 126,536 | $3,572 | 12/31/2023 |
Vawter Financial Ltd. | 124,849 | $3,524 | 12/31/2023 |
CGGR | 124,849 | $3,524 | 12/31/2023 |
Ambassador Advisors LLC | 118,632 | $3,513 | 12/31/2023 |
CGGR | 118,632 | $3,513 | 12/31/2023 |
Haverford Trust Co. | 123,789 | $3,495 | 12/31/2023 |
CGGR | 123,789 | $3,495 | 12/31/2023 |
Burford Brothers Inc. | 123,195 | $3,478 | 12/31/2023 |
CGGR | 123,195 | $3,478 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 102,690 | $3,285 | 03/31/2024 |
CGGR | 102,690 | $3,285 | 03/31/2024 |
Calton & Associates Inc. | 102,049 | $3,265 | 03/31/2024 |
CGGR | 102,049 | $3,265 | 03/31/2024 |
Blair William & Co. IL | 114,539 | $3,233 | 12/31/2023 |
CGGR | 114,539 | $3,233 | 12/31/2023 |
Renaissance Technologies LLC | 113,300 | $3,198 | 12/31/2023 |
CGGR | 113,300 | $3,198 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 112,619 | $3,179 | 12/31/2023 |
CGGR | 112,619 | $3,179 | 12/31/2023 |
Sawtooth Solutions LLC | 107,330 | $3,030 | 12/31/2023 |
CGGR | 107,330 | $3,030 | 12/31/2023 |
Bleakley Financial Group LLC | 107,330 | $3,030 | 12/31/2023 |
CGGR | 107,330 | $3,030 | 12/31/2023 |
Mutual Advisors LLC | 105,005 | $2,964 | 12/31/2023 |
CGGR | 105,005 | $2,964 | 12/31/2023 |
Sunbelt Securities Inc. | 92,113 | $2,947 | 03/31/2024 |
CGGR | 92,113 | $2,947 | 03/31/2024 |
Acas LLC | 98,226 | $2,773 | 12/31/2023 |
CGGR | 98,226 | $2,773 | 12/31/2023 |
Midwest Heritage Bank FSB | 97,343 | $2,748 | 12/31/2023 |
CGGR | 97,343 | $2,748 | 12/31/2023 |
Parkside Investments LLC | 80,000 | $2,559 | 03/31/2024 |
CGGR | 80,000 | $2,559 | 03/31/2024 |
HBW Advisory Services LLC | 79,771 | $2,552 | 03/31/2024 |
CGGR | 79,771 | $2,552 | 03/31/2024 |
Founders Financial Securities LLC | 79,428 | $2,541 | 03/31/2024 |
CGGR | 79,428 | $2,541 | 03/31/2024 |
Lantz Financial LLC | 77,164 | $2,468 | 03/31/2024 |
CGGR | 77,164 | $2,468 | 03/31/2024 |
Kuhn & Co Investment Counsel | 86,820 | $2,451 | 12/31/2023 |
CGGR | 86,820 | $2,451 | 12/31/2023 |
Mariner LLC | 86,007 | $2,428 | 12/31/2023 |
CGGR | 86,007 | $2,428 | 12/31/2023 |
ST Germain D J Co. Inc. | 75,746 | $2,423 | 03/31/2024 |
CGGR | 75,746 | $2,423 | 03/31/2024 |
Cooper Financial Group | 72,960 | $2,334 | 03/31/2024 |
CGGR | 72,960 | $2,334 | 03/31/2024 |
Vestmark Advisory Solutions Inc. | 79,266 | $2,238 | 12/31/2023 |
CGGR | 79,266 | $2,238 | 12/31/2023 |
CENTRAL TRUST Co | 74,836 | $2,113 | 12/31/2023 |
CGGR | 74,836 | $2,113 | 12/31/2023 |
CapWealth Advisors LLC | 74,017 | $2,089 | 12/31/2023 |
CGGR | 74,017 | $2,089 | 12/31/2023 |
WNY Asset Management LLC | 71,561 | $2,020 | 12/31/2023 |
CGGR | 71,561 | $2,020 | 12/31/2023 |
Capital Planning LLC | 62,603 | $2,003 | 03/31/2024 |
CGGR | 62,603 | $2,003 | 03/31/2024 |
NBC Securities Inc. | 61,781 | $1,976 | 03/31/2024 |
CGGR | 61,781 | $1,976 | 03/31/2024 |
Smith Moore & CO. | 68,994 | $1,948 | 12/31/2023 |
CGGR | 68,994 | $1,948 | 12/31/2023 |
Exencial Wealth Advisors LLC | 68,595 | $1,936 | 12/31/2023 |
CGGR | 68,595 | $1,936 | 12/31/2023 |
Per Stirling Capital Management LLC. | 68,306 | $1,928 | 12/31/2023 |
CGGR | 68,306 | $1,928 | 12/31/2023 |
Owen LaRue LLC | 65,490 | $1,849 | 12/31/2023 |
CGGR | 65,490 | $1,849 | 12/31/2023 |
CWS Financial Advisors LLC | 65,139 | $1,839 | 12/31/2023 |
CGGR | 65,139 | $1,839 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 57,694 | $1,629 | 12/31/2023 |
CGGR | 57,694 | $1,629 | 12/31/2023 |
Wayfinding Financial LLC | 57,654 | $1,627 | 12/31/2023 |
CGGR | 57,654 | $1,627 | 12/31/2023 |
AdvisorNet Financial Inc | 50,479 | $1,615 | 03/31/2024 |
CGGR | 50,479 | $1,615 | 03/31/2024 |
Sigma Planning Corp | 55,642 | $1,571 | 12/31/2023 |
CGGR | 55,642 | $1,571 | 12/31/2023 |
Cozad Asset Management Inc. | 54,773 | $1,546 | 12/31/2023 |
CGGR | 54,773 | $1,546 | 12/31/2023 |
Kestra Private Wealth Services LLC | 51,790 | $1,462 | 12/31/2023 |
CGGR | 51,790 | $1,462 | 12/31/2023 |
Armstrong Fleming & Moore Inc | 51,069 | $1,442 | 12/31/2023 |
CGGR | 51,069 | $1,442 | 12/31/2023 |
Barrett & Company Inc. | 44,900 | $1,436 | 03/31/2024 |
CGGR | 44,900 | $1,436 | 03/31/2024 |
Olistico Wealth LLC | 49,949 | $1,410 | 12/31/2023 |
CGGR | 49,949 | $1,410 | 12/31/2023 |
Holistic Planning LLC | 49,516 | $1,398 | 12/31/2023 |
CGGR | 49,516 | $1,398 | 12/31/2023 |
Meridian Wealth Management LLC | 49,053 | $1,385 | 12/31/2023 |
CGGR | 49,053 | $1,385 | 12/31/2023 |
Morgan Stanley | 48,915 | $1,381 | 12/31/2023 |
CGGR | 48,915 | $1,381 | 12/31/2023 |
Orion Portfolio Solutions LLC | 48,180 | $1,352 | 12/31/2023 |
CGGR | 48,180 | $1,352 | 12/31/2023 |
Financial Perspectives Inc | 47,107 | $1,330 | 12/31/2023 |
CGGR | 47,107 | $1,330 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 44,377 | $1,255 | 12/31/2023 |
CGGR | 44,377 | $1,255 | 12/31/2023 |
Wealthsource Partners LLC | 43,801 | $1,237 | 12/31/2023 |
CGGR | 43,801 | $1,237 | 12/31/2023 |
Continuum Advisory LLC | 43,581 | $1,230 | 12/31/2023 |
CGGR | 43,581 | $1,230 | 12/31/2023 |
Raymond James Trust N.A. | 41,028 | $1,158 | 12/31/2023 |
CGGR | 41,028 | $1,158 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 40,675 | $1,148 | 12/31/2023 |
CGGR | 40,675 | $1,148 | 12/31/2023 |
Beacon Financial Advisory LLC | 40,169 | $1,134 | 12/31/2023 |
CGGR | 40,169 | $1,134 | 12/31/2023 |
Tradition Wealth Management LLC | 40,011 | $1,130 | 12/31/2023 |
CGGR | 40,011 | $1,130 | 12/31/2023 |
Spire Wealth Management | 36,773 | $1,051 | 12/31/2023 |
CGGR | 36,773 | $1,051 | 12/31/2023 |
Cornerstone Wealth Management LLC | 31,906 | $1,021 | 03/31/2024 |
CGGR | 31,906 | $1,021 | 03/31/2024 |
Semus Wealth Partners LLC | 35,707 | $1,008 | 12/31/2023 |
CGGR | 35,707 | $1,008 | 12/31/2023 |
Pensionmark Financial Group LLC | 34,272 | $967 | 12/31/2023 |
CGGR | 34,272 | $967 | 12/31/2023 |
WealthCare Investment Partners LLC | 30,043 | $961 | 03/31/2024 |
CGGR | 30,043 | $961 | 03/31/2024 |
NavPoint Financial Inc. | 33,950 | $958 | 12/31/2023 |
CGGR | 33,950 | $958 | 12/31/2023 |
Wedbush Securities Inc. | 33,097 | $934 | 12/31/2023 |
CGGR | 33,097 | $934 | 12/31/2023 |
Rockefeller Capital Management L.P. | 32,991 | $931 | 12/31/2023 |
CGGR | 32,991 | $931 | 12/31/2023 |
Johnson Bixby & Associates LLC | 32,536 | $918 | 12/31/2023 |
CGGR | 32,536 | $918 | 12/31/2023 |
Principal Securities Inc. | 31,705 | $895 | 12/31/2023 |
CGGR | 31,705 | $895 | 12/31/2023 |
Silverlake Wealth Management LLC | 25,931 | $830 | 03/31/2024 |
CGGR | 25,931 | $830 | 03/31/2024 |
Qube Research & Technologies Ltd | 29,415 | $830 | 12/31/2023 |
CGGR | 29,415 | $830 | 12/31/2023 |
Ameritas Advisory Services LLC | 28,460 | $826 | 12/31/2023 |
CGGR | 28,460 | $826 | 12/31/2023 |
Professional Financial Advisors LLC | 29,091 | $821 | 12/31/2023 |
CGGR | 29,091 | $821 | 12/31/2023 |
Pettyjohn Wood & White Inc. | 28,925 | $817 | 12/31/2023 |
CGGR | 28,925 | $817 | 12/31/2023 |
Lincoln Capital LLC | 24,972 | $799 | 03/31/2024 |
CGGR | 24,972 | $799 | 03/31/2024 |
SOL Capital Management CO | 28,068 | $792 | 12/31/2023 |
CGGR | 28,068 | $792 | 12/31/2023 |
D.A. Davidson & CO. | 27,554 | $778 | 12/31/2023 |
CGGR | 27,554 | $778 | 12/31/2023 |
CFS Investment Advisory Services LLC | 26,658 | $753 | 12/31/2023 |
CGGR | 26,658 | $753 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 23,728 | $670 | 12/31/2023 |
CGGR | 23,728 | $670 | 12/31/2023 |
Colonial River Wealth Management LLC | 23,224 | $656 | 12/31/2023 |
CGGR | 23,224 | $656 | 12/31/2023 |
180 Wealth Advisors LLC | 20,272 | $648 | 03/31/2024 |
CGGR | 20,272 | $648 | 03/31/2024 |
Everpar Advisors LLC | 22,420 | $633 | 12/31/2023 |
CGGR | 22,420 | $633 | 12/31/2023 |
Moloney Securities Asset Management LLC | 22,221 | $627 | 12/31/2023 |
CGGR | 22,221 | $627 | 12/31/2023 |
Rehmann Capital Advisory Group | 21,454 | $606 | 12/31/2023 |
CGGR | 21,454 | $606 | 12/31/2023 |
WealthTrust Asset Management LLC | 21,446 | $605 | 12/31/2023 |
CGGR | 21,446 | $605 | 12/31/2023 |
Capital International Investors | 21,249 | $600 | 12/31/2023 |
CGGR | 21,249 | $600 | 12/31/2023 |
EverSource Wealth Advisors LLC | 21,092 | $595 | 12/31/2023 |
CGGR | 21,092 | $595 | 12/31/2023 |
Investment Advisory Services Inc. TX ADV | 20,913 | $590 | 12/31/2023 |
CGGR | 20,913 | $590 | 12/31/2023 |
Brown Miller Wealth Management LLC | 17,989 | $575 | 03/31/2024 |
CGGR | 17,989 | $575 | 03/31/2024 |
Garrett Investment Advisors LLC | 17,652 | $565 | 03/31/2024 |
CGGR | 17,652 | $565 | 03/31/2024 |
Baker Tilly Financial LLC | 19,875 | $561 | 12/31/2023 |
CGGR | 19,875 | $561 | 12/31/2023 |
Western Wealth Management LLC | 18,874 | $533 | 12/31/2023 |
CGGR | 18,874 | $533 | 12/31/2023 |
Octavia Wealth Advisors LLC | 16,403 | $525 | 03/31/2024 |
CGGR | 16,403 | $525 | 03/31/2024 |
Lodestone Wealth Management LLC | 18,585 | $525 | 12/31/2023 |
CGGR | 18,585 | $525 | 12/31/2023 |
HFG Advisors Inc. | 16,127 | $516 | 03/31/2024 |
CGGR | 16,127 | $516 | 03/31/2024 |
Bill Few Associates Inc. | 15,540 | $497 | 03/31/2024 |
CGGR | 15,540 | $497 | 03/31/2024 |
Hunter Associates Investment Management LLC | 17,600 | $497 | 12/31/2023 |
CGGR | 17,600 | $497 | 12/31/2023 |
Proequities Inc. | $494 | 12/31/2023 | |
CGGR | 17,514 | $494 | 12/31/2023 |
Put | 0 | $0 | 12/31/2023 |
Call | 0 | $0 | 12/31/2023 |
Oppenheimer & Co. Inc. | 17,369 | $490 | 12/31/2023 |
CGGR | 17,369 | $490 | 12/31/2023 |
Signature Wealth Management Group | 17,345 | $490 | 12/31/2023 |
CGGR | 17,345 | $490 | 12/31/2023 |
LexAurum Advisors LLC | 14,827 | $474 | 03/31/2024 |
CGGR | 14,827 | $474 | 03/31/2024 |
WCG Wealth Advisors LLC | 16,780 | $474 | 12/31/2023 |
CGGR | 16,780 | $474 | 12/31/2023 |
Comerica Bank | 16,764 | $473 | 12/31/2023 |
CGGR | 16,764 | $473 | 12/31/2023 |
Axxcess Wealth Management LLC | 16,550 | $467 | 12/31/2023 |
CGGR | 16,550 | $467 | 12/31/2023 |
Financial Management Network Inc. | 16,604 | $459 | 12/31/2023 |
CGGR | 16,604 | $459 | 12/31/2023 |
Woodmont Investment Counsel LLC | 14,280 | $457 | 03/31/2024 |
CGGR | 14,280 | $457 | 03/31/2024 |
Lakeview Capital Partners LLC | 16,191 | $457 | 12/31/2023 |
CGGR | 16,191 | $457 | 12/31/2023 |
Signature Resources Capital Management LLC | 13,622 | $436 | 03/31/2024 |
CGGR | 13,622 | $436 | 03/31/2024 |
Creative Planning | 14,846 | $419 | 12/31/2023 |
CGGR | 14,846 | $419 | 12/31/2023 |
Sittner & Nelson LLC | 14,850 | $419 | 12/31/2023 |
CGGR | 14,850 | $419 | 12/31/2023 |
Lynch & Associates IN | 13,017 | $416 | 03/31/2024 |
CGGR | 13,017 | $416 | 03/31/2024 |
Good Life Advisors LLC | 14,548 | $411 | 12/31/2023 |
CGGR | 14,548 | $411 | 12/31/2023 |
Sar Wealth Management Group LLC | 12,586 | $403 | 03/31/2024 |
CGGR | 12,586 | $403 | 03/31/2024 |
Arkadios Wealth Advisors | 13,816 | $390 | 12/31/2023 |
CGGR | 13,816 | $390 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 13,765 | $389 | 12/31/2023 |
CGGR | 13,765 | $389 | 12/31/2023 |
ORBA Wealth Advisors L.L.C. | 13,471 | $380 | 12/31/2023 |
CGGR | 13,471 | $380 | 12/31/2023 |
Park Avenue Securities LLC | 11,704 | $374 | 03/31/2024 |
CGGR | 11,704 | $374 | 03/31/2024 |
Natixis Advisors L.P. | 13,144 | $371 | 12/31/2023 |
CGGR | 13,144 | $371 | 12/31/2023 |
Kingsview Wealth Management LLC | 12,987 | $367 | 12/31/2023 |
CGGR | 12,987 | $367 | 12/31/2023 |
Carlton Hofferkamp & Jenks Wealth Management LLC | 12,541 | $363 | 12/31/2023 |
CGGR | 12,541 | $363 | 12/31/2023 |
Cerity Partners LLC | 12,790 | $361 | 12/31/2023 |
CGGR | 12,790 | $361 | 12/31/2023 |
Advisory Alpha LLC | 12,597 | $356 | 12/31/2023 |
CGGR | 12,597 | $356 | 12/31/2023 |
Latitude Advisors LLC | 12,597 | $356 | 12/31/2023 |
CGGR | 12,597 | $356 | 12/31/2023 |
Buckingham Strategic Partners | 12,248 | $346 | 12/31/2023 |
CGGR | 12,248 | $346 | 12/31/2023 |
National Wealth Management Group LLC | 11,997 | $339 | 12/31/2023 |
CGGR | 11,997 | $339 | 12/31/2023 |
Trilogy Capital Inc. | 10,476 | $335 | 03/31/2024 |
CGGR | 10,476 | $335 | 03/31/2024 |
Private Trust Co. NA | 11,708 | $331 | 12/31/2023 |
CGGR | 11,708 | $331 | 12/31/2023 |
Belpointe Asset Management LLC | 11,460 | $324 | 12/31/2023 |
CGGR | 11,460 | $324 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 11,443 | $323 | 12/31/2023 |
CGGR | 11,443 | $323 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 11,412 | $322 | 12/31/2023 |
CGGR | 11,412 | $322 | 12/31/2023 |
J Arnold Wealth Management Co | 11,119 | $314 | 12/31/2023 |
CGGR | 11,119 | $314 | 12/31/2023 |
Total Clarity Wealth Management Inc. | 11,091 | $313 | 12/31/2023 |
CGGR | 11,091 | $313 | 12/31/2023 |
Seamount Financial Group Inc. | 9,730 | $311 | 03/31/2024 |
CGGR | 9,730 | $311 | 03/31/2024 |
Saxony Capital Management LLC | 10,724 | $303 | 12/31/2023 |
CGGR | 10,724 | $303 | 12/31/2023 |
Nwam LLC | 10,514 | $297 | 12/31/2023 |
CGGR | 10,514 | $297 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 10,431 | $294 | 12/31/2023 |
CGGR | 10,431 | $294 | 12/31/2023 |
Cim LLC | 9,385 | $289 | 12/31/2023 |
CGGR | 9,385 | $289 | 12/31/2023 |
Koshinski Asset Management Inc. | 10,224 | $289 | 12/31/2023 |
CGGR | 10,224 | $289 | 12/31/2023 |
Accel Wealth Management | 10,116 | $286 | 12/31/2023 |
CGGR | 10,116 | $286 | 12/31/2023 |
Stratos Wealth Partners LTD. | 8,845 | $283 | 03/31/2024 |
CGGR | 8,845 | $283 | 03/31/2024 |
ICA Group Wealth Management LLC | 9,878 | $279 | 12/31/2023 |
CGGR | 9,878 | $279 | 12/31/2023 |
Kerntke Otto McGlone Wealth Management Group | 8,788 | $248 | 12/31/2023 |
CGGR | 8,788 | $248 | 12/31/2023 |
Bridge Advisory LLC | 7,708 | $247 | 03/31/2024 |
CGGR | 7,708 | $247 | 03/31/2024 |
Thoroughbred Financial Services LLC | 8,727 | $246 | 12/31/2023 |
CGGR | 8,727 | $246 | 12/31/2023 |
Summit Global Investments | 8,451 | $239 | 12/31/2023 |
CGGR | 8,451 | $239 | 12/31/2023 |
First Heartland Consultants Inc. | 8,372 | $236 | 12/31/2023 |
CGGR | 8,372 | $236 | 12/31/2023 |
Betterment LLC | 8,288 | $234 | 12/31/2023 |
CGGR | 8,288 | $234 | 12/31/2023 |
SageView Advisory Group LLC | 7,956 | $234 | 12/31/2023 |
CGGR | 7,956 | $234 | 12/31/2023 |
IAM Advisory LLC | 7,075 | $226 | 03/31/2024 |
CGGR | 7,075 | $226 | 03/31/2024 |
J.W. Cole Advisors Inc. | 8,021 | $226 | 12/31/2023 |
CGGR | 8,021 | $226 | 12/31/2023 |
Kovack Advisors Inc. | 6,804 | $218 | 03/31/2024 |
CGGR | 6,804 | $218 | 03/31/2024 |
D. E. Shaw & Co. Inc. | 7,700 | $217 | 12/31/2023 |
CGGR | 7,700 | $217 | 12/31/2023 |
McCarthy Asset Management Inc. | 7,670 | $217 | 12/31/2023 |
CGGR | 7,670 | $217 | 12/31/2023 |
Alpha Cubed Investments LLC | 7,500 | $212 | 12/31/2023 |
CGGR | 7,500 | $212 | 12/31/2023 |
RFG Advisory LLC | 6,467 | $207 | 03/31/2024 |
CGGR | 6,467 | $207 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 7,345 | $207 | 12/31/2023 |
CGGR | 7,345 | $207 | 12/31/2023 |
Private Client Services LLC | 7,330 | $207 | 12/31/2023 |
CGGR | 7,330 | $207 | 12/31/2023 |
Integrated Wealth Concepts LLC | 7,216 | $204 | 12/31/2023 |
CGGR | 7,216 | $204 | 12/31/2023 |
Tower Research Capital LLC TRC | 6,616 | $187 | 12/31/2023 |
CGGR | 6,616 | $187 | 12/31/2023 |
Northwest Financial Advisors | 5,808 | $164 | 12/31/2023 |
CGGR | 5,808 | $164 | 12/31/2023 |
Bessemer Group Inc. | 4,935 | $139 | 12/31/2023 |
CGGR | 4,935 | $139 | 12/31/2023 |
IFP Advisors Inc | 4,592 | $130 | 12/31/2023 |
CGGR | 4,592 | $130 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 4,259 | $120 | 12/31/2023 |
CGGR | 4,259 | $120 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 4,070 | $115 | 12/31/2023 |
CGGR | 4,070 | $115 | 12/31/2023 |
The PNC Financial Services Group Inc. | 3,576 | $101 | 12/31/2023 |
CGGR | 3,576 | $101 | 12/31/2023 |
Mather Group LLC. | 2,761 | $88 | 03/31/2024 |
CGGR | 2,761 | $88 | 03/31/2024 |
Pinnacle Bank | 2,000 | $64 | 03/31/2024 |
CGGR | 2,000 | $64 | 03/31/2024 |
Huntington National Bank | 2,113 | $60 | 12/31/2023 |
CGGR | 2,113 | $60 | 12/31/2023 |
First Horizon Advisors Inc. | 1,864 | $53 | 12/31/2023 |
CGGR | 1,864 | $53 | 12/31/2023 |
Capital Analysts LLC | 1,800 | $51 | 12/31/2023 |
CGGR | 1,800 | $51 | 12/31/2023 |
FinTrust Capital Advisors LLC | 1,500 | $42 | 12/31/2023 |
CGGR | 1,500 | $42 | 12/31/2023 |
Winch Advisory Services LLC | 1,463 | $41 | 12/31/2023 |
CGGR | 1,463 | $41 | 12/31/2023 |
Northwest Capital Management Inc | 1,133 | $36 | 03/31/2024 |
CGGR | 1,133 | $36 | 03/31/2024 |
Tennessee Valley Asset Management Partners | 1,158 | $33 | 12/31/2023 |
CGGR | 1,158 | $33 | 12/31/2023 |
Transcendent Capital Group LLC | 1,174 | $33 | 12/31/2023 |
CGGR | 1,174 | $33 | 12/31/2023 |
FMR LLC | 916 | $26 | 12/31/2023 |
CGGR | 916 | $26 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 520 | $15 | 12/31/2023 |
CGGR | 520 | $15 | 12/31/2023 |
McIlrath & Eck LLC | 422 | $12 | 12/31/2023 |
CGGR | 422 | $12 | 12/31/2023 |
Tucker Asset Management LLC | 170 | $5 | 12/31/2023 |
CGGR | 170 | $5 | 12/31/2023 |
Bartlett & Co. LLC | 43 | $1 | 12/31/2023 |
CGGR | 43 | $1 | 12/31/2023 |
First Pacific Financial | 52 | $1 | 12/31/2023 |
CGGR | 52 | $1 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 43 | $1 | 12/31/2023 |
CGGR | 43 | $1 | 12/31/2023 |
See Summary: Institutional Holders of CGGR
See Details: Top 10 Hedge Funds Holding CGGR
Also See: CGGR Holdings Changes
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