Ticker: CGDV CUSIP: 14020W106 Class: Com
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Melone Private Wealth, LLC | 319,721 | $13,953 |
| McCarthy Asset Management, Inc. | 264,940 | $11,562 |
| Dean, Jacobson Financial Services, LLC | 184,177 | $8,037 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 165,443 | $7,220 |
| TrueWealth Financial Partners | 81,862 | $3,572 |
| APS Management Group, Inc. | 75,043 | $3,275 |
| Teamwork Financial Advisors, LLC | 545,485 | $23,805 |
| J HAGAN CAPITAL, INC. | 100,391 | $4,381 |
| VISTA INVESTMENT PARTNERS II, LLC | 125,778 | $5,489 |
| Navis Wealth Advisors, LLC | 78,577 | $3,429 |
| Rothschild Wealth LLC | 287,143 | $12,531 |
| Wisconsin Wealth Advisors, LLC | 17,835 | $778 |
| Astoria Portfolio Advisors LLC. | 44,572 | $2,028 |
| Aprio Wealth Management, LLC | 149,488 | $6,524 |
| Ethos Financial Group, LLC | 121,807 | $5,316 |
| Capital Management Associates, Inc | 38,324 | $1,672 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 61,090 | $2,666 |
| SFG Wealth Management, LLC. | 18,110 | $790 |
| ZEGA Investments, LLC | 45,950 | $2,005 |
| Auxano Advisors, LLC | 26,996 | $1,178 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| IAM Advisory, LLC | 483,264 | 1,426,848 | +943,584 (+195.3%) |
| SK Wealth Management, LLC | 132,177 | 881,619 | +749,442 (+567.0%) |
| LEIGH BALDWIN & CO., LLC | 36,433 | 99,023 | +62,590 (+171.8%) |
| CJM Wealth Advisers, Ltd. | 217,532 | 331,859 | +114,327 (+52.6%) |
| Per Stirling Capital Management, LLC. | 231,738 | 529,062 | +297,324 (+128.3%) |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 162,187 | 220,370 | +58,183 (+35.9%) |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 472,660 | 634,213 | +161,553 (+34.2%) |
| CLG LLC | 205,115 | 295,217 | +90,102 (+43.9%) |
| Freedom Financial Partners LLC | 126,661 | 188,087 | +61,426 (+48.5%) |
| Armstrong, Fleming & Moore, Inc | 205,102 | 250,179 | +45,077 (+22.0%) |
| Confluence Wealth Services, Inc. | 5,425,920 | 5,788,946 | +363,026 (+6.7%) |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,688,962 | 1,853,415 | +164,453 (+9.7%) |
| Capital Group Private Client Services, Inc. | 9,460,048 | 10,152,683 | +692,635 (+7.3%) |
| Advance Capital Management, Inc. | 9,819,587 | 10,051,233 | +231,646 (+2.4%) |
| WESPAC Advisors, LLC | 62,872 | 102,552 | +39,680 (+63.1%) |
| Greenbush Financial Group, LLC | 252,196 | 294,173 | +41,977 (+16.6%) |
| Ergawealth Advisors, Inc. | 578,808 | 602,751 | +23,943 (+4.1%) |
| Onyx Bridge Wealth Group LLC | 449,747 | 582,929 | +133,182 (+29.6%) |
| Mascagni Wealth Management, Inc. | 109,211 | 125,712 | +16,501 (+15.1%) |
| Summit Investment Advisory Services, LLC | 971,332 | 1,005,641 | +34,309 (+3.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Harpswell Capital Advisors, LLC | 172,470 | 139,064 | -33,406 (-19.4%) |
| Delta Investment Management, LLC | 373,913 | 178,020 | -195,893 (-52.4%) |
| FORTRESS PRIVATE LEDGER, LLC | 376,319 | 335,748 | -40,571 (-10.8%) |
| Financial Services Advisory Inc | 615,537 | 587,158 | -28,379 (-4.6%) |
| Gutierrez Wealth Advisory, LLC | 346,000 | 324,917 | -21,083 (-6.1%) |
| Ruggaard & Associates LLC | 374,007 | 338,707 | -35,300 (-9.4%) |
| EVERPAR ADVISORS LLC | 114,823 | 55,930 | -58,893 (-51.3%) |
| Strategic Blueprint, LLC | 708,968 | 80,511 | -628,457 (-88.6%) |
| FreeGulliver LLC | 218,787 | 208,191 | -10,596 (-4.8%) |
| Clearview Wealth Advisors LLC | 275,955 | 267,294 | -8,661 (-3.1%) |
| Northwest Financial Advisors | 45,192 | 44,032 | -1,160 (-2.6%) |
| Ridgeline Wealth Planning, LLC | 260,912 | 255,710 | -5,202 (-2.0%) |
| Main Line Retirement Advisors, LLC | 515,911 | 508,051 | -7,860 (-1.5%) |
| Tribridge Partners Financial LLC | 98,297 | 90,879 | -7,418 (-7.5%) |
| Synergy Investment Management, LLC | 154,625 | 150,755 | -3,870 (-2.5%) |
| Kera Capital Partners, Inc. | 392,273 | 387,116 | -5,157 (-1.3%) |
| PFG Advisors | 337,924 | 173,039 | -164,885 (-48.8%) |
| VestGen Advisors, LLC | 443,577 | 275,958 | -167,619 (-37.8%) |
| Elm3 Financial Group, LLC | 32,644 | 27,754 | -4,890 (-15.0%) |
| Sovran Advisors, LLC | 366,757 | 341,726 | -25,031 (-6.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mach-1 Financial Group, LLC | 248,712 | $10,453 |
| Glaxis Capital Management, LLC | 7,000 | $294 |
| Premier Path Wealth Partners, LLC | 37,746 | $1,586 |
| RPS ADVISORY SOLUTIONS LLC | 8,254 | $347 |
| Fortis Group Advisors, LLC | 20,021 | $854 |
| BOYUM WEALTH ARCHITECTS LLC | 4,790 | $201 |
| Marshall & Sterling Wealth Advisors Inc. | 3,473 | $146 |
| Kovitz Investment Group Partners, LLC | 60,944 | $2,570 |
| Consolidated Portfolio Review Corp | 4,942 | $212 |
| Tripletail Wealth Management, LLC | 546 | $23 |
| Waterloo Capital, L.P. | 5,622 | $236 |
| XTX Topco Ltd | 9,059 | $381 |
| Valeo Financial Advisors, LLC | 7,806 | $328 |
| JDM Financial Group LLC | 424 | $18 |
| MATHER GROUP, LLC. | 3,464 | $146 |
| FRANKLIN RESOURCES INC | 4,845 | $204 |
| Washington Trust Advisors, Inc. | 747 | $31 |
| Main Street Group, LTD | 142 | $6 |
| FNY Investment Advisers, LLC | 900 | $0 |
| SIMPLEX TRADING, LLC | 1,658 | $0 |