HoldingsChannel.com
Funds Holding CGGR

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Capital Group Private Client Services Inc.13,768,741$388,692 12/31/2023
     CGGR13,768,741$388,692 12/31/2023
Commonwealth Equity Services LLC7,760,438$219,077 12/31/2023
     CGGR7,760,438$219,077 12/31/2023
LPL Financial LLC5,950,900$167,994 12/31/2023
     CGGR5,950,900$167,994 12/31/2023
Bank of America Corp DE5,610,077$158,372 12/31/2023
     CGGR5,610,077$158,372 12/31/2023
Northwestern Mutual Wealth Management Co.5,071,014$143,155 12/31/2023
     CGGR5,071,014$143,155 12/31/2023
Envestnet Asset Management Inc.3,324,688$93,856 12/31/2023
     CGGR3,324,688$93,856 12/31/2023
Wells Fargo & Company MN2,370,877$66,930 12/31/2023
     CGGR2,370,877$66,930 12/31/2023
Cambridge Investment Research Advisors Inc.2,356,834$66,533 12/31/2023
     CGGR2,356,834$66,533 12/31/2023
Financial Security Advisor Inc.2,040,227$65,267 03/31/2024
     CGGR2,040,227$65,267 03/31/2024
MML Investors Services LLC2,256,741$63,708 12/31/2023
     CGGR2,256,741$63,708 12/31/2023
Signature Estate & Investment Advisors LLC2,212,137$62,449 12/31/2023
     CGGR2,212,137$62,449 12/31/2023
Advisor Group Holdings Inc.2,117,349$59,764 12/31/2023
     CGGR2,117,349$59,764 12/31/2023
Royal Bank of Canada2,037,482$57,519 12/31/2023
     CGGR2,037,482$57,519 12/31/2023
Raymond James & Associates2,010,754$56,764 12/31/2023
     CGGR2,010,754$56,764 12/31/2023
New England Capital Financial Advisors LLC1,624,974$45,873 12/31/2023
     CGGR1,624,974$45,873 12/31/2023
Raymond James Financial Services Advisors Inc.1,590,349$44,896 12/31/2023
     CGGR1,590,349$44,896 12/31/2023
UBS Group AG1,496,605$42,249 12/31/2023
     CGGR1,496,605$42,249 12/31/2023
Baird Financial Group Inc.1,419,383$40,069 12/31/2023
     CGGR1,419,383$40,069 12/31/2023
Cetera Advisor Networks LLC1,142,418$32,250 12/31/2023
     CGGR1,142,418$32,250 12/31/2023
Arden Trust Co794,040$25,401 03/31/2024
     CGGR794,040$25,401 03/31/2024
Wealthcare Advisory Partners LLC784,174$25,086 03/31/2024
     CGGR784,174$25,086 03/31/2024
Stifel Financial Corp873,169$24,650 12/31/2023
     CGGR873,169$24,650 12/31/2023
Gerber Kawasaki Wealth & Investment Management843,881$23,823 12/31/2023
     CGGR843,881$23,823 12/31/2023
Kestra Advisory Services LLC841,388$23,752 12/31/2023
     CGGR841,388$23,752 12/31/2023
Summit Investment Advisory Services LLC741,981$23,736 03/31/2024
     CGGR741,981$23,736 03/31/2024
Global Retirement Partners LLC827,746$23,293 12/31/2023
     CGGR827,746$23,293 12/31/2023
Wealth Enhancement Advisory Services LLC703,358$22,500 03/31/2024
     CGGR703,358$22,500 03/31/2024
Jane Street Group LLC787,976$22,245 12/31/2023
     CGGR787,976$22,245 12/31/2023
Adamsbrown Wealth Consultants LLC753,616$21,275 12/31/2023
     CGGR753,616$21,275 12/31/2023
Janney Montgomery Scott LLC742,742$20,968 12/31/2023
     CGGR742,742$20,968 12/31/2023
Barnes Pettey Financial Advisors LLC739,612$20,879 12/31/2023
     CGGR739,612$20,879 12/31/2023
Lincoln National Corp698,978$19,732 12/31/2023
     CGGR698,978$19,732 12/31/2023
GWM Advisors LLC607,342$17,169 12/31/2023
     CGGR607,342$17,169 12/31/2023
Captrust Financial Advisors606,469$17,121 12/31/2023
     CGGR606,469$17,121 12/31/2023
Ergawealth Advisors Inc.584,954$16,513 12/31/2023
     CGGR584,954$16,513 12/31/2023
Cetera Advisors LLC569,249$16,070 12/31/2023
     CGGR569,249$16,070 12/31/2023
Advance Capital Management Inc.492,324$15,749 03/31/2024
     CGGR492,324$15,749 03/31/2024
Hoylecohen LLC550,215$15,533 12/31/2023
     CGGR550,215$15,533 12/31/2023
CWM LLC458,202$14,658 03/31/2024
     CGGR458,202$14,658 03/31/2024
Confluence Wealth Services Inc.499,081$14,089 12/31/2023
     CGGR499,081$14,089 12/31/2023
Wiley BROS. Aintree Capital LLC431,873$13,802 03/31/2024
     CGGR431,873$13,802 03/31/2024
Cetera Investment Advisers488,883$13,801 12/31/2023
     CGGR488,883$13,801 12/31/2023
Atria Wealth Solutions Inc.464,306$13,110 12/31/2023
     CGGR464,306$13,110 12/31/2023
Vantage Financial Partners Ltd. Inc.459,292$12,966 12/31/2023
     CGGR459,292$12,966 12/31/2023
Geneos Wealth Management Inc.448,640$12,665 12/31/2023
     CGGR448,640$12,665 12/31/2023
OLD Mission Capital LLC433,116$12,227 12/31/2023
     CGGR433,116$12,227 12/31/2023
Private Advisor Group LLC418,794$11,823 12/31/2023
     CGGR418,794$11,823 12/31/2023
Main Line Retirement Advisors LLC342,685$10,962 03/31/2024
     CGGR342,685$10,962 03/31/2024
Financial Council Asset Management Inc380,984$10,755 12/31/2023
     CGGR380,984$10,755 12/31/2023
PFG Advisors375,484$10,600 12/31/2023
     CGGR375,484$10,600 12/31/2023
Truist Financial Corp339,581$9,586 12/31/2023
     CGGR339,581$9,586 12/31/2023
Cary Street Partners Investment Advisory LLC339,369$9,580 12/31/2023
     CGGR339,369$9,580 12/31/2023
Advisory Services Network LLC316,370$8,931 12/31/2023
     CGGR316,370$8,931 12/31/2023
Bedel Financial Consulting Inc.270,062$7,624 12/31/2023
     CGGR270,062$7,624 12/31/2023
Strategic Family Wealth Counselors L.L.C.262,556$7,412 12/31/2023
     CGGR262,556$7,412 12/31/2023
Ballew Advisors Inc224,994$7,146 03/31/2024
     CGGR224,994$7,146 03/31/2024
LongView Wealth Management219,241$7,014 03/31/2024
     CGGR219,241$7,014 03/31/2024
Daymark Wealth Partners LLC201,694$6,452 03/31/2024
     CGGR201,694$6,452 03/31/2024
Aptus Capital Advisors LLC224,470$6,337 12/31/2023
     CGGR224,470$6,337 12/31/2023
Investments & Financial Planning LLC223,656$6,314 12/31/2023
     CGGR223,656$6,314 12/31/2023
Harbour Investments Inc.220,183$6,216 12/31/2023
     CGGR220,183$6,216 12/31/2023
Avantax Advisory Services Inc.219,644$6,201 12/31/2023
     CGGR219,644$6,201 12/31/2023
Souders Financial Advisors214,832$6,065 12/31/2023
     CGGR214,832$6,065 12/31/2023
Wintrust Investments LLC214,444$6,054 12/31/2023
     CGGR214,444$6,054 12/31/2023
Investmark Advisory Group LLC208,014$5,872 12/31/2023
     CGGR208,014$5,872 12/31/2023
Bellevue Asset Management LLC207,242$5,850 12/31/2023
     CGGR207,242$5,850 12/31/2023
Armor Investment Advisors LLC199,244$5,625 12/31/2023
     CGGR199,244$5,625 12/31/2023
JPMorgan Chase & Co.194,171$5,481 12/31/2023
     CGGR194,171$5,481 12/31/2023
HighTower Advisors LLC191,162$5,397 12/31/2023
     CGGR191,162$5,397 12/31/2023
Eclectic Associates Inc. ADV189,163$5,340 12/31/2023
     CGGR189,163$5,340 12/31/2023
Prospera Financial Services Inc179,459$5,066 12/31/2023
     CGGR179,459$5,066 12/31/2023
CI Private Wealth LLC175,958$4,967 12/31/2023
     CGGR175,958$4,967 12/31/2023
Valmark Advisers Inc.165,992$4,686 12/31/2023
     CGGR165,992$4,686 12/31/2023
Bridgewealth Advisory Group LLC141,606$4,530 03/31/2024
     CGGR141,606$4,530 03/31/2024
Steward Partners Investment Advisory LLC158,681$4,480 12/31/2023
     CGGR158,681$4,480 12/31/2023
Jones Financial Companies Lllp153,602$4,336 12/31/2023
     CGGR153,602$4,336 12/31/2023
FinDec Wealth Services Inc.152,436$4,303 12/31/2023
     CGGR152,436$4,303 12/31/2023
Beacon Financial Group148,291$4,186 12/31/2023
     CGGR148,291$4,186 12/31/2023
Benjamin F. Edwards & Company Inc.147,845$4,174 12/31/2023
     CGGR147,845$4,174 12/31/2023
RWM Asset Management LLC120,629$3,859 03/31/2024
     CGGR120,629$3,859 03/31/2024
AA Financial Advisors LLC133,203$3,760 12/31/2023
     CGGR133,203$3,760 12/31/2023
DAVENPORT & Co LLC132,182$3,731 12/31/2023
     CGGR132,182$3,731 12/31/2023
Assetmark Inc.131,997$3,726 12/31/2023
     CGGR131,997$3,726 12/31/2023
Merit Financial Group LLC126,536$3,572 12/31/2023
     CGGR126,536$3,572 12/31/2023
Vawter Financial Ltd.124,849$3,524 12/31/2023
     CGGR124,849$3,524 12/31/2023
Ambassador Advisors LLC118,632$3,513 12/31/2023
     CGGR118,632$3,513 12/31/2023
Haverford Trust Co.123,789$3,495 12/31/2023
     CGGR123,789$3,495 12/31/2023
Burford Brothers Inc.123,195$3,478 12/31/2023
     CGGR123,195$3,478 12/31/2023
Cedar Brook Financial Partners LLC102,690$3,285 03/31/2024
     CGGR102,690$3,285 03/31/2024
Calton & Associates Inc.102,049$3,265 03/31/2024
     CGGR102,049$3,265 03/31/2024
Blair William & Co. IL114,539$3,233 12/31/2023
     CGGR114,539$3,233 12/31/2023
Renaissance Technologies LLC113,300$3,198 12/31/2023
     CGGR113,300$3,198 12/31/2023
Townsend Asset Management Corp NC ADV112,619$3,179 12/31/2023
     CGGR112,619$3,179 12/31/2023
Sawtooth Solutions LLC107,330$3,030 12/31/2023
     CGGR107,330$3,030 12/31/2023
Bleakley Financial Group LLC107,330$3,030 12/31/2023
     CGGR107,330$3,030 12/31/2023
Mutual Advisors LLC105,005$2,964 12/31/2023
     CGGR105,005$2,964 12/31/2023
Sunbelt Securities Inc.92,113$2,947 03/31/2024
     CGGR92,113$2,947 03/31/2024
Acas LLC98,226$2,773 12/31/2023
     CGGR98,226$2,773 12/31/2023
Midwest Heritage Bank FSB97,343$2,748 12/31/2023
     CGGR97,343$2,748 12/31/2023
Parkside Investments LLC80,000$2,559 03/31/2024
     CGGR80,000$2,559 03/31/2024
HBW Advisory Services LLC79,771$2,552 03/31/2024
     CGGR79,771$2,552 03/31/2024
Founders Financial Securities LLC79,428$2,541 03/31/2024
     CGGR79,428$2,541 03/31/2024
Lantz Financial LLC77,164$2,468 03/31/2024
     CGGR77,164$2,468 03/31/2024
Kuhn & Co Investment Counsel86,820$2,451 12/31/2023
     CGGR86,820$2,451 12/31/2023
Mariner LLC86,007$2,428 12/31/2023
     CGGR86,007$2,428 12/31/2023
ST Germain D J Co. Inc.75,746$2,423 03/31/2024
     CGGR75,746$2,423 03/31/2024
Cooper Financial Group72,960$2,334 03/31/2024
     CGGR72,960$2,334 03/31/2024
Vestmark Advisory Solutions Inc.79,266$2,238 12/31/2023
     CGGR79,266$2,238 12/31/2023
CENTRAL TRUST Co74,836$2,113 12/31/2023
     CGGR74,836$2,113 12/31/2023
CapWealth Advisors LLC74,017$2,089 12/31/2023
     CGGR74,017$2,089 12/31/2023
WNY Asset Management LLC71,561$2,020 12/31/2023
     CGGR71,561$2,020 12/31/2023
Capital Planning LLC62,603$2,003 03/31/2024
     CGGR62,603$2,003 03/31/2024
NBC Securities Inc.61,781$1,976 03/31/2024
     CGGR61,781$1,976 03/31/2024
Smith Moore & CO.68,994$1,948 12/31/2023
     CGGR68,994$1,948 12/31/2023
Exencial Wealth Advisors LLC68,595$1,936 12/31/2023
     CGGR68,595$1,936 12/31/2023
Per Stirling Capital Management LLC.68,306$1,928 12/31/2023
     CGGR68,306$1,928 12/31/2023
Owen LaRue LLC65,490$1,849 12/31/2023
     CGGR65,490$1,849 12/31/2023
CWS Financial Advisors LLC65,139$1,839 12/31/2023
     CGGR65,139$1,839 12/31/2023
Envestnet Portfolio Solutions Inc.57,694$1,629 12/31/2023
     CGGR57,694$1,629 12/31/2023
Wayfinding Financial LLC57,654$1,627 12/31/2023
     CGGR57,654$1,627 12/31/2023
AdvisorNet Financial Inc50,479$1,615 03/31/2024
     CGGR50,479$1,615 03/31/2024
Sigma Planning Corp55,642$1,571 12/31/2023
     CGGR55,642$1,571 12/31/2023
Cozad Asset Management Inc.54,773$1,546 12/31/2023
     CGGR54,773$1,546 12/31/2023
Kestra Private Wealth Services LLC51,790$1,462 12/31/2023
     CGGR51,790$1,462 12/31/2023
Armstrong Fleming & Moore Inc51,069$1,442 12/31/2023
     CGGR51,069$1,442 12/31/2023
Barrett & Company Inc.44,900$1,436 03/31/2024
     CGGR44,900$1,436 03/31/2024
Olistico Wealth LLC49,949$1,410 12/31/2023
     CGGR49,949$1,410 12/31/2023
Holistic Planning LLC49,516$1,398 12/31/2023
     CGGR49,516$1,398 12/31/2023
Meridian Wealth Management LLC49,053$1,385 12/31/2023
     CGGR49,053$1,385 12/31/2023
Morgan Stanley48,915$1,381 12/31/2023
     CGGR48,915$1,381 12/31/2023
Orion Portfolio Solutions LLC48,180$1,352 12/31/2023
     CGGR48,180$1,352 12/31/2023
Financial Perspectives Inc47,107$1,330 12/31/2023
     CGGR47,107$1,330 12/31/2023
Carolinas Wealth Consulting LLC44,377$1,255 12/31/2023
     CGGR44,377$1,255 12/31/2023
Wealthsource Partners LLC43,801$1,237 12/31/2023
     CGGR43,801$1,237 12/31/2023
Continuum Advisory LLC43,581$1,230 12/31/2023
     CGGR43,581$1,230 12/31/2023
Raymond James Trust N.A.41,028$1,158 12/31/2023
     CGGR41,028$1,158 12/31/2023
Guardian Wealth Advisors LLC NC40,675$1,148 12/31/2023
     CGGR40,675$1,148 12/31/2023
Beacon Financial Advisory LLC40,169$1,134 12/31/2023
     CGGR40,169$1,134 12/31/2023
Tradition Wealth Management LLC40,011$1,130 12/31/2023
     CGGR40,011$1,130 12/31/2023
Spire Wealth Management36,773$1,051 12/31/2023
     CGGR36,773$1,051 12/31/2023
Cornerstone Wealth Management LLC31,906$1,021 03/31/2024
     CGGR31,906$1,021 03/31/2024
Semus Wealth Partners LLC35,707$1,008 12/31/2023
     CGGR35,707$1,008 12/31/2023
Pensionmark Financial Group LLC34,272$967 12/31/2023
     CGGR34,272$967 12/31/2023
WealthCare Investment Partners LLC30,043$961 03/31/2024
     CGGR30,043$961 03/31/2024
NavPoint Financial Inc.33,950$958 12/31/2023
     CGGR33,950$958 12/31/2023
Wedbush Securities Inc.33,097$934 12/31/2023
     CGGR33,097$934 12/31/2023
Rockefeller Capital Management L.P.32,991$931 12/31/2023
     CGGR32,991$931 12/31/2023
Johnson Bixby & Associates LLC32,536$918 12/31/2023
     CGGR32,536$918 12/31/2023
Principal Securities Inc.31,705$895 12/31/2023
     CGGR31,705$895 12/31/2023
Silverlake Wealth Management LLC25,931$830 03/31/2024
     CGGR25,931$830 03/31/2024
Qube Research & Technologies Ltd29,415$830 12/31/2023
     CGGR29,415$830 12/31/2023
Ameritas Advisory Services LLC28,460$826 12/31/2023
     CGGR28,460$826 12/31/2023
Professional Financial Advisors LLC29,091$821 12/31/2023
     CGGR29,091$821 12/31/2023
Pettyjohn Wood & White Inc.28,925$817 12/31/2023
     CGGR28,925$817 12/31/2023
Lincoln Capital LLC24,972$799 03/31/2024
     CGGR24,972$799 03/31/2024
SOL Capital Management CO28,068$792 12/31/2023
     CGGR28,068$792 12/31/2023
D.A. Davidson & CO.27,554$778 12/31/2023
     CGGR27,554$778 12/31/2023
CFS Investment Advisory Services LLC26,658$753 12/31/2023
     CGGR26,658$753 12/31/2023
Prime Capital Investment Advisors LLC23,728$670 12/31/2023
     CGGR23,728$670 12/31/2023
Colonial River Wealth Management LLC23,224$656 12/31/2023
     CGGR23,224$656 12/31/2023
180 Wealth Advisors LLC20,272$648 03/31/2024
     CGGR20,272$648 03/31/2024
Everpar Advisors LLC22,420$633 12/31/2023
     CGGR22,420$633 12/31/2023
Moloney Securities Asset Management LLC22,221$627 12/31/2023
     CGGR22,221$627 12/31/2023
Rehmann Capital Advisory Group21,454$606 12/31/2023
     CGGR21,454$606 12/31/2023
WealthTrust Asset Management LLC21,446$605 12/31/2023
     CGGR21,446$605 12/31/2023
Capital International Investors21,249$600 12/31/2023
     CGGR21,249$600 12/31/2023
EverSource Wealth Advisors LLC21,092$595 12/31/2023
     CGGR21,092$595 12/31/2023
Investment Advisory Services Inc. TX ADV20,913$590 12/31/2023
     CGGR20,913$590 12/31/2023
Brown Miller Wealth Management LLC17,989$575 03/31/2024
     CGGR17,989$575 03/31/2024
Garrett Investment Advisors LLC17,652$565 03/31/2024
     CGGR17,652$565 03/31/2024
Baker Tilly Financial LLC19,875$561 12/31/2023
     CGGR19,875$561 12/31/2023
Western Wealth Management LLC18,874$533 12/31/2023
     CGGR18,874$533 12/31/2023
Octavia Wealth Advisors LLC16,403$525 03/31/2024
     CGGR16,403$525 03/31/2024
Lodestone Wealth Management LLC18,585$525 12/31/2023
     CGGR18,585$525 12/31/2023
HFG Advisors Inc.16,127$516 03/31/2024
     CGGR16,127$516 03/31/2024
Bill Few Associates Inc.15,540$497 03/31/2024
     CGGR15,540$497 03/31/2024
Hunter Associates Investment Management LLC17,600$497 12/31/2023
     CGGR17,600$497 12/31/2023
Proequities Inc. $494 12/31/2023
     CGGR17,514$494 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Oppenheimer & Co. Inc.17,369$490 12/31/2023
     CGGR17,369$490 12/31/2023
Signature Wealth Management Group17,345$490 12/31/2023
     CGGR17,345$490 12/31/2023
LexAurum Advisors LLC14,827$474 03/31/2024
     CGGR14,827$474 03/31/2024
WCG Wealth Advisors LLC16,780$474 12/31/2023
     CGGR16,780$474 12/31/2023
Comerica Bank16,764$473 12/31/2023
     CGGR16,764$473 12/31/2023
Axxcess Wealth Management LLC16,550$467 12/31/2023
     CGGR16,550$467 12/31/2023
Financial Management Network Inc.16,604$459 12/31/2023
     CGGR16,604$459 12/31/2023
Woodmont Investment Counsel LLC14,280$457 03/31/2024
     CGGR14,280$457 03/31/2024
Lakeview Capital Partners LLC16,191$457 12/31/2023
     CGGR16,191$457 12/31/2023
Signature Resources Capital Management LLC13,622$436 03/31/2024
     CGGR13,622$436 03/31/2024
Creative Planning14,846$419 12/31/2023
     CGGR14,846$419 12/31/2023
Sittner & Nelson LLC14,850$419 12/31/2023
     CGGR14,850$419 12/31/2023
Lynch & Associates IN13,017$416 03/31/2024
     CGGR13,017$416 03/31/2024
Good Life Advisors LLC14,548$411 12/31/2023
     CGGR14,548$411 12/31/2023
Sar Wealth Management Group LLC12,586$403 03/31/2024
     CGGR12,586$403 03/31/2024
Arkadios Wealth Advisors13,816$390 12/31/2023
     CGGR13,816$390 12/31/2023
Mercer Global Advisors Inc. ADV13,765$389 12/31/2023
     CGGR13,765$389 12/31/2023
ORBA Wealth Advisors L.L.C.13,471$380 12/31/2023
     CGGR13,471$380 12/31/2023
Park Avenue Securities LLC11,704$374 03/31/2024
     CGGR11,704$374 03/31/2024
Natixis Advisors L.P.13,144$371 12/31/2023
     CGGR13,144$371 12/31/2023
Kingsview Wealth Management LLC12,987$367 12/31/2023
     CGGR12,987$367 12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC12,541$363 12/31/2023
     CGGR12,541$363 12/31/2023
Cerity Partners LLC12,790$361 12/31/2023
     CGGR12,790$361 12/31/2023
Advisory Alpha LLC12,597$356 12/31/2023
     CGGR12,597$356 12/31/2023
Latitude Advisors LLC12,597$356 12/31/2023
     CGGR12,597$356 12/31/2023
Buckingham Strategic Partners12,248$346 12/31/2023
     CGGR12,248$346 12/31/2023
National Wealth Management Group LLC11,997$339 12/31/2023
     CGGR11,997$339 12/31/2023
Trilogy Capital Inc.10,476$335 03/31/2024
     CGGR10,476$335 03/31/2024
Private Trust Co. NA11,708$331 12/31/2023
     CGGR11,708$331 12/31/2023
Belpointe Asset Management LLC11,460$324 12/31/2023
     CGGR11,460$324 12/31/2023
Acorn Financial Advisory Services Inc. ADV11,443$323 12/31/2023
     CGGR11,443$323 12/31/2023
Householder Group Estate & Retirement Specialist LLC11,412$322 12/31/2023
     CGGR11,412$322 12/31/2023
J Arnold Wealth Management Co11,119$314 12/31/2023
     CGGR11,119$314 12/31/2023
Total Clarity Wealth Management Inc.11,091$313 12/31/2023
     CGGR11,091$313 12/31/2023
Seamount Financial Group Inc.9,730$311 03/31/2024
     CGGR9,730$311 03/31/2024
Saxony Capital Management LLC10,724$303 12/31/2023
     CGGR10,724$303 12/31/2023
Nwam LLC10,514$297 12/31/2023
     CGGR10,514$297 12/31/2023
U.S. Capital Wealth Advisors LLC10,431$294 12/31/2023
     CGGR10,431$294 12/31/2023
Cim LLC9,385$289 12/31/2023
     CGGR9,385$289 12/31/2023
Koshinski Asset Management Inc.10,224$289 12/31/2023
     CGGR10,224$289 12/31/2023
Accel Wealth Management10,116$286 12/31/2023
     CGGR10,116$286 12/31/2023
Stratos Wealth Partners LTD.8,845$283 03/31/2024
     CGGR8,845$283 03/31/2024
ICA Group Wealth Management LLC9,878$279 12/31/2023
     CGGR9,878$279 12/31/2023
Kerntke Otto McGlone Wealth Management Group8,788$248 12/31/2023
     CGGR8,788$248 12/31/2023
Bridge Advisory LLC7,708$247 03/31/2024
     CGGR7,708$247 03/31/2024
Thoroughbred Financial Services LLC8,727$246 12/31/2023
     CGGR8,727$246 12/31/2023
Summit Global Investments8,451$239 12/31/2023
     CGGR8,451$239 12/31/2023
First Heartland Consultants Inc.8,372$236 12/31/2023
     CGGR8,372$236 12/31/2023
Betterment LLC8,288$234 12/31/2023
     CGGR8,288$234 12/31/2023
SageView Advisory Group LLC7,956$234 12/31/2023
     CGGR7,956$234 12/31/2023
IAM Advisory LLC7,075$226 03/31/2024
     CGGR7,075$226 03/31/2024
J.W. Cole Advisors Inc.8,021$226 12/31/2023
     CGGR8,021$226 12/31/2023
Kovack Advisors Inc.6,804$218 03/31/2024
     CGGR6,804$218 03/31/2024
D. E. Shaw & Co. Inc.7,700$217 12/31/2023
     CGGR7,700$217 12/31/2023
McCarthy Asset Management Inc.7,670$217 12/31/2023
     CGGR7,670$217 12/31/2023
Alpha Cubed Investments LLC7,500$212 12/31/2023
     CGGR7,500$212 12/31/2023
RFG Advisory LLC6,467$207 03/31/2024
     CGGR6,467$207 03/31/2024
Nations Financial Group Inc. IA ADV7,345$207 12/31/2023
     CGGR7,345$207 12/31/2023
Private Client Services LLC7,330$207 12/31/2023
     CGGR7,330$207 12/31/2023
Integrated Wealth Concepts LLC7,216$204 12/31/2023
     CGGR7,216$204 12/31/2023
Tower Research Capital LLC TRC 6,616$187 12/31/2023
     CGGR6,616$187 12/31/2023
Northwest Financial Advisors5,808$164 12/31/2023
     CGGR5,808$164 12/31/2023
Bessemer Group Inc.4,935$139 12/31/2023
     CGGR4,935$139 12/31/2023
IFP Advisors Inc4,592$130 12/31/2023
     CGGR4,592$130 12/31/2023
GPS Wealth Strategies Group LLC4,259$120 12/31/2023
     CGGR4,259$120 12/31/2023
Creative Financial Designs Inc. ADV4,070$115 12/31/2023
     CGGR4,070$115 12/31/2023
The PNC Financial Services Group Inc.3,576$101 12/31/2023
     CGGR3,576$101 12/31/2023
Mather Group LLC.2,761$88 03/31/2024
     CGGR2,761$88 03/31/2024
Pinnacle Bank2,000$64 03/31/2024
     CGGR2,000$64 03/31/2024
Huntington National Bank2,113$60 12/31/2023
     CGGR2,113$60 12/31/2023
First Horizon Advisors Inc.1,864$53 12/31/2023
     CGGR1,864$53 12/31/2023
Capital Analysts LLC1,800$51 12/31/2023
     CGGR1,800$51 12/31/2023
FinTrust Capital Advisors LLC1,500$42 12/31/2023
     CGGR1,500$42 12/31/2023
Winch Advisory Services LLC1,463$41 12/31/2023
     CGGR1,463$41 12/31/2023
Northwest Capital Management Inc1,133$36 03/31/2024
     CGGR1,133$36 03/31/2024
Tennessee Valley Asset Management Partners1,158$33 12/31/2023
     CGGR1,158$33 12/31/2023
Transcendent Capital Group LLC1,174$33 12/31/2023
     CGGR1,174$33 12/31/2023
FMR LLC916$26 12/31/2023
     CGGR916$26 12/31/2023
Whittier Trust Co. of Nevada Inc.520$15 12/31/2023
     CGGR520$15 12/31/2023
McIlrath & Eck LLC422$12 12/31/2023
     CGGR422$12 12/31/2023
Tucker Asset Management LLC170$5 12/31/2023
     CGGR170$5 12/31/2023
Bartlett & Co. LLC43$1 12/31/2023
     CGGR43$1 12/31/2023
First Pacific Financial52$1 12/31/2023
     CGGR52$1 12/31/2023
Bartlett & CO. Wealth Management LLC43$1 12/31/2023
     CGGR43$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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