HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing CGGR Share Count | ||||
| Advance Capital Management Inc. | 7,242 | 492,324 | +485,082 | +6698.18% |
| Johnson Bixby & Associates LLC | 32,536 | 714,348 | +681,812 | +2095.56% |
| Haverford Trust Co. | 123,789 | 335,180 | +211,391 | +170.77% |
| Sigma Planning Corp | 55,642 | 142,188 | +86,546 | +155.54% |
| Whittier Trust Co. of Nevada Inc. | 520 | 1,282 | +762 | +146.54% |
| Latitude Advisors LLC | 12,597 | 30,761 | +18,164 | +144.19% |
| SOL Capital Management CO | 28,068 | 63,001 | +34,933 | +124.46% |
| Natixis Advisors L.P. | 13,144 | 28,312 | +15,168 | +115.40% |
| Sunbelt Securities Inc. | 49,281 | 92,113 | +42,832 | +86.91% |
| Acas LLC | 98,226 | 176,361 | +78,135 | +79.55% |
| Woodmont Investment Counsel LLC | 8,098 | 14,280 | +6,182 | +76.34% |
| HFG Advisors Inc. | 9,637 | 16,127 | +6,490 | +67.34% |
| Creative Financial Designs Inc. ADV | 4,070 | 6,292 | +2,222 | +54.59% |
| AdvisorNet Financial Inc | 33,306 | 50,479 | +17,173 | +51.56% |
| Bridgewealth Advisory Group LLC | 95,096 | 141,606 | +46,510 | +48.91% |
| Everpar Advisors LLC | 22,420 | 33,364 | +10,944 | +48.81% |
| Midwest Heritage Bank FSB | 97,343 | 138,449 | +41,106 | +42.23% |
| Kestra Private Wealth Services LLC | 51,790 | 73,498 | +21,708 | +41.92% |
| NBC Securities Inc. | 44,749 | 61,781 | +17,032 | +38.06% |
| LongView Wealth Management | 160,243 | 219,241 | +58,998 | +36.82% |
| Pinnacle Bank | 1,500 | 2,000 | +500 | +33.33% |
| CWM LLC | 347,622 | 458,202 | +110,580 | +31.81% |
| Founders Financial Securities LLC | 60,278 | 79,428 | +19,150 | +31.77% |
| Benjamin F. Edwards & Company Inc. | 147,845 | 193,298 | +45,453 | +30.74% |
| J.W. Cole Advisors Inc. | 8,021 | 10,402 | +2,381 | +29.68% |
| Olistico Wealth LLC | 49,949 | 64,100 | +14,151 | +28.33% |
| Cedar Brook Financial Partners LLC | 80,062 | 102,690 | +22,628 | +28.26% |
| Private Advisor Group LLC | 418,794 | 524,761 | +105,967 | +25.30% |
| Summit Global Investments | 8,451 | 10,577 | +2,126 | +25.16% |
| Lincoln National Corp | 698,978 | 859,937 | +160,959 | +23.03% |
| Silverlake Wealth Management LLC | 21,301 | 25,931 | +4,630 | +21.74% |
| Seamount Financial Group Inc. | 8,007 | 9,730 | +1,723 | +21.52% |
| Nations Financial Group Inc. IA ADV | 7,345 | 8,725 | +1,380 | +18.79% |
| Garrett Investment Advisors LLC | 14,934 | 17,652 | +2,718 | +18.20% |
| Raymond James & Associates | 2,010,754 | 2,374,962 | +364,208 | +18.11% |
| Park Avenue Securities LLC | 9,936 | 11,704 | +1,768 | +17.79% |
| Barrett & Company Inc. | 38,482 | 44,900 | +6,418 | +16.68% |
| Lincoln Capital LLC | 21,758 | 24,972 | +3,214 | +14.77% |
| LexAurum Advisors LLC | 13,117 | 14,827 | +1,710 | +13.04% |
| Confluence Wealth Services Inc. | 499,081 | 560,601 | +61,520 | +12.33% |
| Lynch & Associates IN | 11,697 | 13,017 | +1,320 | +11.28% |
| Bellevue Asset Management LLC | 207,242 | 230,306 | +23,064 | +11.13% |
| Investment Advisory Services Inc. TX ADV | 20,913 | 23,173 | +2,260 | +10.81% |
| Raymond James Financial Services Advisors Inc. | 1,590,349 | 1,758,131 | +167,782 | +10.55% |
| Raymond James Trust N.A. | 41,028 | 44,623 | +3,595 | +8.76% |
| Wealthcare Advisory Partners LLC | 721,388 | 784,174 | +62,786 | +8.70% |
| Commonwealth Equity Services LLC | 7,760,438 | 8,427,012 | +666,574 | +8.59% |
| Wiley BROS. Aintree Capital LLC | 399,578 | 431,873 | +32,295 | +8.08% |
| Spire Wealth Management | 36,773 | 39,270 | +2,497 | +6.79% |
| Beacon Financial Advisory LLC | 40,169 | 42,670 | +2,501 | +6.23% |
| Daymark Wealth Partners LLC | 189,919 | 201,694 | +11,775 | +6.20% |
| Wealth Enhancement Advisory Services LLC | 664,389 | 703,358 | +38,969 | +5.87% |
| Bill Few Associates Inc. | 14,730 | 15,540 | +810 | +5.50% |
| Cambridge Investment Research Advisors Inc. | 2,356,834 | 2,481,505 | +124,671 | +5.29% |
| Adamsbrown Wealth Consultants LLC | 753,616 | 793,082 | +39,466 | +5.24% |
| Ballew Advisors Inc | 214,103 | 224,994 | +10,891 | +5.09% |
| Main Line Retirement Advisors LLC | 327,845 | 342,685 | +14,840 | +4.53% |
| Armor Investment Advisors LLC | 199,244 | 208,135 | +8,891 | +4.46% |
| Lodestone Wealth Management LLC | 18,585 | 19,392 | +807 | +4.34% |
| Total Clarity Wealth Management Inc. | 11,091 | 11,560 | +469 | +4.23% |
| 180 Wealth Advisors LLC | 19,496 | 20,272 | +776 | +3.98% |
| WealthCare Investment Partners LLC | 28,909 | 30,043 | +1,134 | +3.92% |
| Townsend Asset Management Corp NC ADV | 112,619 | 116,879 | +4,260 | +3.78% |
| Lantz Financial LLC | 74,488 | 77,164 | +2,676 | +3.59% |
| Professional Financial Advisors LLC | 29,091 | 30,081 | +990 | +3.40% |
| Proequities Inc. | 17,514 | 17,810 | +296 | +1.69% |
| Ergawealth Advisors Inc. | 584,954 | 594,095 | +9,141 | +1.56% |
| ORBA Wealth Advisors L.L.C. | 13,471 | 13,653 | +182 | +1.35% |
| Saxony Capital Management LLC | 10,724 | 10,858 | +134 | +1.25% |
| Calton & Associates Inc. | 100,814 | 102,049 | +1,235 | +1.23% |
| Moloney Securities Asset Management LLC | 22,221 | 22,401 | +180 | +0.81% |
| Financial Security Advisor Inc. | 2,024,678 | 2,040,227 | +15,549 | +0.77% |
| ST Germain D J Co. Inc. | 75,198 | 75,746 | +548 | +0.73% |
| Financial Perspectives Inc | 47,107 | 47,369 | +262 | +0.56% |
| 13F Filers Reporting New Positions In CGGR | ||||
| Simplex Trading LLC | 0 | 24 | +24 | +100% |
| Mather Group LLC. | 0 | 2,761 | +2,761 | +100% |
| Allworth Financial LP | 0 | 4,905 | +4,905 | +100% |
| Rather & Kittrell Inc. | 0 | 7,800 | +7,800 | +100% |
| RFG Advisory LLC | 0 | 6,467 | +6,467 | +100% |
| Clear Investment Research LLC | 0 | 1,481 | +1,481 | +100% |
| Trilogy Capital Inc. | 0 | 10,476 | +10,476 | +100% |
| Kovack Advisors Inc. | 0 | 6,804 | +6,804 | +100% |
| Fulcrum Equity Management | 0 | 11,389 | +11,389 | +100% |
| Retirement Group LLC | 0 | 33,046 | +33,046 | +100% |
| Cooper Financial Group | 0 | 72,960 | +72,960 | +100% |
| Clear Creek Financial Management LLC | 0 | 48,995 | +48,995 | +100% |
| Tempus Wealth Planning LLC | 0 | 34,681 | +34,681 | +100% |
| Simplicity Wealth LLC | 0 | 105,100 | +105,100 | +100% |
| Warner Financial Inc. | 0 | 16,460 | +16,460 | +100% |
| Trueblood Wealth Management LLC | 0 | 6,597 | +6,597 | +100% |
| BlueChip Wealth Advisors LLC | 0 | 122,476 | +122,476 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Hunter Associates Investment Management LLC | 17,600 | 17,600 | UNCH | 0.00% |
| Carlton Hofferkamp & Jenks Wealth Management LLC | 12,541 | 12,541 | UNCH | 0.00% |
| First Horizon Advisors Inc. | 1,864 | 1,864 | UNCH | 0.00% |
| Stratos Wealth Partners LTD. | 8,845 | 8,845 | UNCH | 0.00% |
| FinTrust Capital Advisors LLC | 1,500 | 1,500 | UNCH | 0.00% |
| Parkside Investments LLC | 80,000 | 80,000 | UNCH | 0.00% |
| Northwest Capital Management Inc | 1,133 | 1,133 | UNCH | 0.00% |
| HBW Advisory Services LLC | 79,771 | 79,771 | UNCH | 0.00% |
| Arkadios Wealth Advisors | 13,816 | 13,816 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 13,622 | 13,622 | UNCH | 0.00% |
| Armstrong Fleming & Moore Inc | 51,069 | 51,069 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 1,174 | 1,174 | UNCH | 0.00% |
| 13F Filers Decreasing CGGR Share Count | ||||
| Mutual Advisors LLC | 105,005 | 42,548 | -62,457 | -59.48% |
| IAM Advisory LLC | 9,455 | 7,075 | -2,380 | -25.17% |
| Janney Montgomery Scott LLC | 742,742 | 591,701 | -151,041 | -20.34% |
| Holistic Planning LLC | 49,516 | 42,391 | -7,125 | -14.39% |
| CENTRAL TRUST Co | 74,836 | 64,367 | -10,469 | -13.99% |
| Bridge Advisory LLC | 8,871 | 7,708 | -1,163 | -13.11% |
| Ashton Thomas Private Wealth LLC | 24,402 | 22,359 | -2,043 | -8.37% |
| Private Trust Co. NA | 11,708 | 10,728 | -980 | -8.37% |
| Octavia Wealth Advisors LLC | 17,829 | 16,403 | -1,426 | -8.00% |
| Summit Investment Advisory Services LLC | 804,934 | 741,981 | -62,953 | -7.82% |
| Sar Wealth Management Group LLC | 13,634 | 12,586 | -1,048 | -7.69% |
| Arden Trust Co | 829,389 | 794,040 | -35,349 | -4.26% |
| Financial Management Network Inc. | 16,604 | 15,949 | -655 | -3.94% |
| Cornerstone Wealth Management LLC | 33,006 | 31,906 | -1,100 | -3.33% |
| Capital Planning LLC | 64,703 | 62,603 | -2,100 | -3.25% |
| RWM Asset Management LLC | 124,344 | 120,629 | -3,715 | -2.99% |
| Eclectic Associates Inc. ADV | 189,163 | 184,985 | -4,178 | -2.21% |
| GPS Wealth Strategies Group LLC | 4,259 | 4,194 | -65 | -1.53% |
| Cary Street Partners Investment Advisory LLC | 339,369 | 334,578 | -4,791 | -1.41% |
| Signature Wealth Management Group | 17,345 | 17,125 | -220 | -1.27% |
| New England Capital Financial Advisors LLC | 1,624,974 | 1,607,380 | -17,594 | -1.08% |
| Global Retirement Partners LLC | 827,746 | 822,269 | -5,477 | -0.66% |
| NavPoint Financial Inc. | 33,950 | 33,825 | -125 | -0.37% |
| CWS Financial Advisors LLC | 65,139 | 65,010 | -129 | -0.20% |
| Brown Miller Wealth Management LLC | 17,990 | 17,989 | -1 | -0.01% |
| 13F Filers Exiting CGGR | ||||
| Accel Wealth Management | 10,116 | 0 | -10,116 | -100.00% |
| Tennessee Valley Asset Management Partners | 1,158 | 0 | -1,158 | -100.00% |
| International Assets Investment Management LLC | 191,371 | 0 | -191,371 | -100.00% |
| First Pacific Financial | 52 | 0 | -52 | -100.00% |
| Stratos Wealth Advisors LLC | 60,200 | 0 | -60,200 | -100.00% |
| Meridian Wealth Management LLC | 49,053 | 0 | -49,053 | -100.00% |
| Alpha Cubed Investments LLC | 7,500 | 0 | -7,500 | -100.00% |
See Summary: Institutional Holders of CGGR
See Details: Top 10 Hedge Funds Holding CGGR
