Ticker: CGIC CUSIP: 14021T102 Class: SHS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Prosperity Financial Group, Inc. | 51,478 | $1,673 |
| NerdWallet Wealth Partners, LLC | 30,306 | $985 |
| BIP Wealth, LLC | 300,817 | $9,777 |
| Rothschild Wealth LLC | 74,090 | $2,408 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 15,466 | $503 |
| Financial Council Asset Management Inc | 15,559 | $506 |
| Aprio Wealth Management, LLC | 64,591 | $2,099 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 28,841 | $937 |
| Plan A Wealth LLC | 8,886 | $289 |
| Astoria Portfolio Advisors LLC. | 11,480 | $410 |
| KWB Wealth | 21,818 | $709 |
| Beacon Financial Advisory LLC | 10,202 | $332 |
| Cooper Financial Group | 12,289 | $399 |
| Redhawk Wealth Advisors, Inc. | 9,765 | $317 |
| TITLEIST ASSET MANAGEMENT, LLC | 12,502 | $406 |
| Sowell Financial Services LLC | 21,785 | $708 |
| Lodestone Wealth Management LLC | 2,096 | $68 |
| Kingsview Wealth Management, LLC | 34,239 | $1,113 |
| SMITH, MOORE & CO. | 8,318 | $270 |
| Arkadios Wealth Advisors | 23,365 | $759 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SK Wealth Management, LLC | 29,420 | 416,097 | +386,677 (+1314.3%) |
| SARD WEALTH MANAGEMENT GROUP, LLC | 141,322 | 151,551 | +10,229 (+7.2%) |
| Acorn Wealth Advisors, LLC | 70,211 | 130,268 | +60,057 (+85.5%) |
| Amplius Wealth Advisors, LLC | 1,016,251 | 1,032,666 | +16,415 (+1.6%) |
| Capital Group Private Client Services, Inc. | 1,140,513 | 1,642,755 | +502,242 (+44.0%) |
| SITTNER & NELSON, LLC | 10,742 | 35,415 | +24,673 (+229.7%) |
| Souders Financial Advisors | 360,489 | 375,228 | +14,739 (+4.1%) |
| Confluence Wealth Services, Inc. | 11,817 | 155,241 | +143,424 (+1213.7%) |
| Sound View Wealth Advisors Group, LLC | 146,253 | 201,960 | +55,707 (+38.1%) |
| Main Line Retirement Advisors, LLC | 30,378 | 36,919 | +6,541 (+21.5%) |
| CERTIOR FINANCIAL GROUP, LLC | 8,312 | 13,446 | +5,134 (+61.8%) |
| LANDAAS & CO /WI /ADV | 11,415 | 23,736 | +12,321 (+107.9%) |
| First Heartland Consultants, Inc. | 310,092 | 321,636 | +11,544 (+3.7%) |
| ORG Partners LLC | 50,002 | 57,580 | +7,578 (+15.2%) |
| Tudor Financial Inc. | 8,056 | 11,528 | +3,472 (+43.1%) |
| D.A. DAVIDSON & CO. | 168,014 | 343,258 | +175,244 (+104.3%) |
| OLD MISSION CAPITAL LLC | 138,653 | 189,798 | +51,145 (+36.9%) |
| OSAIC HOLDINGS, INC. | 2,063,956 | 2,368,482 | +304,526 (+14.8%) |
| LPL Financial LLC | 1,414,379 | 2,778,105 | +1,363,726 (+96.4%) |
| GTS SECURITIES LLC | 8,706 | 31,060 | +22,354 (+256.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CMC Financial Group | 114,195 | 112,804 | -1,391 (-1.2%) |
| Strategic Blueprint, LLC | 391,059 | 68,926 | -322,133 (-82.4%) |
| NWF Advisory Services Inc. | 103,709 | 44,917 | -58,792 (-56.7%) |
| VICUS CAPITAL | 89,718 | 81,810 | -7,908 (-8.8%) |
| Swisher Financial Concepts, Inc. | 32,690 | 32,231 | -459 (-1.4%) |
| CENTAURUS FINANCIAL, INC. | 60,612 | 40,178 | -20,434 (-33.7%) |
| CITADEL ADVISORS LLC | 195,252 | 47,146 | -148,106 (-75.9%) |
| Prospera Financial Services Inc | 14,945 | 6,176 | -8,769 (-58.7%) |
| Capital International Investors | 40,128 | 20,128 | -20,000 (-49.8%) |
| OPPENHEIMER & CO INC | 8,485 | 7,913 | -572 (-6.7%) |
| JPMORGAN CHASE & CO | 1,439 | 1,020 | -419 (-29.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FLOW TRADERS U.S. LLC | 262,991 | $8 |
| PRINCIPAL SECURITIES, INC. | 3,326 | $102 |