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Holder | Amount | Position Size
($ in 1000's) | As of |
Capital Group Private Client Services Inc. | 1,356,566 | $36,844 | 12/31/2023 | CGDG | 1,356,566 | $36,844 | 12/31/2023 | Confluence Wealth Services Inc. | 912,978 | $26,139 | 03/31/2024 | CGDG | 912,978 | $26,139 | 03/31/2024 | Capital International Investors | 555,000 | $15,074 | 12/31/2023 | CGDG | 555,000 | $15,074 | 12/31/2023 | Commonwealth Equity Services LLC | 446,868 | $12,137 | 12/31/2023 | CGDG | 446,868 | $12,137 | 12/31/2023 | Valmark Advisers Inc. | 281,334 | $7,641 | 12/31/2023 | CGDG | 281,334 | $7,641 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 243,174 | $6,605 | 12/31/2023 | CGDG | 243,174 | $6,605 | 12/31/2023 | Stifel Financial Corp | 159,729 | $4,338 | 12/31/2023 | CGDG | 159,729 | $4,338 | 12/31/2023 | Jane Street Group LLC | 82,595 | $2,243 | 12/31/2023 | CGDG | 82,595 | $2,243 | 12/31/2023 | Advisor Group Holdings Inc. | 81,744 | $2,220 | 12/31/2023 | CGDG | 81,744 | $2,220 | 12/31/2023 | Raymond James & Associates | 73,508 | $2,105 | 03/31/2024 | CGDG | 73,508 | $2,105 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 71,034 | $2,034 | 03/31/2024 | CGDG | 71,034 | $2,034 | 03/31/2024 | Captrust Financial Advisors | 69,212 | $1,880 | 12/31/2023 | CGDG | 69,212 | $1,880 | 12/31/2023 | OLD Mission Capital LLC | 66,175 | $1,797 | 12/31/2023 | CGDG | 66,175 | $1,797 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 47,452 | $1,359 | 03/31/2024 | CGDG | 47,452 | $1,359 | 03/31/2024 | Assetmark Inc. | 49,864 | $1,354 | 12/31/2023 | CGDG | 49,864 | $1,354 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 42,191 | $1,208 | 03/31/2024 | CGDG | 42,191 | $1,208 | 03/31/2024 | Envestnet Asset Management Inc. | 41,613 | $1,130 | 12/31/2023 | CGDG | 41,613 | $1,130 | 12/31/2023 | Seamount Financial Group Inc. | 35,992 | $1,030 | 03/31/2024 | CGDG | 35,992 | $1,030 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 35,917 | $976 | 12/31/2023 | CGDG | 35,917 | $976 | 12/31/2023 | Pillar Wealth Advisors LLC | 32,719 | $889 | 12/31/2023 | CGDG | 32,719 | $889 | 12/31/2023 | MML Investors Services LLC | 28,240 | $767 | 12/31/2023 | CGDG | 28,240 | $767 | 12/31/2023 | Tempus Wealth Planning LLC | 20,560 | $589 | 03/31/2024 | CGDG | 20,560 | $589 | 03/31/2024 | Flow Traders U.S. LLC | 19,379 | $526 | 12/31/2023 | CGDG | 19,379 | $526 | 12/31/2023 | Citadel Advisors LLC | 18,681 | $507 | 12/31/2023 | CGDG | 18,681 | $507 | 12/31/2023 | Kestra Advisory Services LLC | 14,890 | $404 | 12/31/2023 | CGDG | 14,890 | $404 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 13,378 | $363 | 12/31/2023 | CGDG | 13,378 | $363 | 12/31/2023 | Pensionmark Financial Group LLC | 11,853 | $322 | 12/31/2023 | CGDG | 11,853 | $322 | 12/31/2023 | Mayflower Financial Advisors LLC | 11,585 | $315 | 12/31/2023 | CGDG | 11,585 | $315 | 12/31/2023 | Harbour Investments Inc. | 11,196 | $304 | 12/31/2023 | CGDG | 11,196 | $304 | 12/31/2023 | Royal Bank of Canada | 10,200 | $277 | 12/31/2023 | CGDG | 10,200 | $277 | 12/31/2023 | Trueblood Wealth Management LLC | 7,914 | $227 | 03/31/2024 | CGDG | 7,914 | $227 | 03/31/2024 | Steward Partners Investment Advisory LLC | 4,758 | $129 | 12/31/2023 | CGDG | 4,758 | $129 | 12/31/2023 | Sunbelt Securities Inc. | 2,300 | $66 | 03/31/2024 | CGDG | 2,300 | $66 | 03/31/2024 | Larson Financial Group LLC | 1,900 | $52 | 12/31/2023 | CGDG | 1,900 | $52 | 12/31/2023 | Creative Financial Designs Inc. ADV | 1,752 | $48 | 12/31/2023 | CGDG | 1,752 | $48 | 12/31/2023 | Proequities Inc. | 333 | $9 | 12/31/2023 | CGDG | 333 | $9 | 12/31/2023 | Retirement Group LLC | 61 | $2 | 12/31/2023 | CGDG | 61 | $2 | 12/31/2023 |
See All: Funds Holding CGDG
See Details: Top 10 Hedge Funds Holding CGDG
Also See: CGDG Holdings Changes
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