αAlphaSMO

Institutions Holding CSHI (114 holders)

114 institutions currently hold CSHI, ranked below by position value.

View full stock page for CSHI

Key HoldersTotal ValueAvg Weight
Richard P Slaughter Associates Inc$34.4M7.43%
Gradient Investments LLC$25.4M0.39%
LPL Financial LLC$20.8M0.01%
COMMONWEALTH EQUITY SERVICES, LLC$19.6M0.03%
Arkadios Wealth Advisors$17.1M0.28%
ATTICUS WEALTH MANAGEMENT, LLC$16.8M4.54%
Retirement Planning Group, LLC$14.3M0.44%
Owen LaRue, LLC$14.0M5.35%
MADDEN SECURITIES Corp$12.9M3.89%
New England Private Wealth Advisors LLC$11.9M1.38%
Stratos Wealth Partners, LTD.$9.2M0.10%
Able Wealth Management LLC$8.9M2.39%
Gainplan LLC$8.8M6.59%
Grantvest Financial Group LLC$8.8M5.67%
Summit Financial, LLC$8.6M0.11%
Compound Planning, Inc.$8.6M0.26%
Precision Wealth Strategies, LLC$8.5M2.82%
UBS Group AG$8.0M0.00%
MML INVESTORS SERVICES, LLC$7.4M0.02%
Integrated Wealth Concepts LLC$6.9M0.06%
INDEPENDENT FINANCIAL GROUP, LLC$6.6M0.15%
Independent Wealth Advisors LLC$6.4M6.27%
Capital Investment Advisory Services, LLC$6.2M0.45%
FSA Advisors, Inc.$5.3M3.48%
STIFEL FINANCIAL CORP$4.6M0.00%
Apollon Wealth Management, LLC$4.6M0.07%
Gladstone Institutional Advisory LLC$3.9M0.14%
VERUS CAPITAL PARTNERS, LLC$3.6M0.24%
Claro Advisors Inc.$3.1M0.38%
Mutual Advisors, LLC$2.8M0.06%
Wealthcare Advisory Partners LLC$2.8M0.05%
Private Advisor Group, LLC$2.8M0.01%
CWM, LLC$2.6M0.01%
Farther Finance Advisors, LLC$2.5M0.02%
Inspire Advisors, LLC$2.4M0.20%
True North Advisors, LLC$2.3M0.26%
HighTower Advisors, LLC$2.1M0.00%
Global View Capital Management LLC$2.0M0.53%
Arax Advisory Partners$2.0M0.06%
WT Wealth Management$2.0M0.58%
Bright Futures Wealth Management, LLC.$1.9M1.28%
CITADEL ADVISORS LLC$1.8M0.00%
MERCER GLOBAL ADVISORS INC /ADV$1.7M0.00%
Impact Partnership Wealth, LLC$1.7M0.21%
Prospera Financial Services Inc$1.6M0.03%
RiverTree Advisors, LLC$1.6M1.01%
Mason & Associates Inc$1.5M0.29%
Dynamic Advisor Solutions LLC$1.4M0.04%
Camarda Financial Advisors, LLC$1.4M0.72%
Belpointe Asset Management LLC$1.2M0.04%
CoreCap Advisors, LLC$1.2M0.04%
Heck Capital Advisors, LLC$1.2M0.09%
ARQ WEALTH ADVISORS, LLC$1.2M0.21%
Unique Wealth Strategies, LLC$1.1M0.45%
Cherry Creek Investment Advisors, Inc.$1.1M0.48%
Orion Porfolio Solutions, LLC$1.1M0.01%
Latitude Advisors, LLC$1.0M0.47%
Cannon Advisors, Inc.$1.0M0.74%
Ashton Thomas Private Wealth, LLC$1.0M0.02%
Paladin Wealth, LLC$925.7K0.64%
Valmark Advisers, Inc.$887.6K0.01%
JPMORGAN CHASE & CO$857.6K0.00%
Brown Financial Advisors$835.7K0.32%
High Net Worth Advisory Group LLC$786.5K0.18%
ENVESTNET ASSET MANAGEMENT INC$776.6K0.00%
Brookwood Investment Group LLC$757.0K0.09%
Balboa Wealth Partners$747.2K0.13%
Empire Financial Management Company, LLC$721.7K0.16%
Comprehensive Money Management Services LLC$682.5K0.45%
Gateway Wealth Partners, LLC$640.6K0.02%
WEST MICHIGAN ADVISORS, LLC$560.7K0.12%
Allworth Financial LP$547.7K0.00%
Madison Wealth Partners, Inc$542.3K0.09%
Essex Financial Services, Inc.$535.6K0.03%
Cambridge Investment Research Advisors, Inc.$518.0K0.00%
Cetera Investment Advisers$517.5K0.00%
Carter Financial Group, INC.$505.7K0.31%
OSAIC HOLDINGS, INC.$498.6K0.00%
Mattson Financial Services, LLC$468.0K0.11%
Berger Financial Group, Inc$452.0K0.03%
Clearstead Advisors, LLC$449.7K0.00%
Redhawk Wealth Advisors, Inc.$436.3K0.05%
Occidental Asset Management, LLC$424.9K0.05%
Tactive Advisors, LLC$418.6K0.12%
Mariner, LLC$409.5K0.00%
FLAGSHIP HARBOR ADVISORS, LLC$341.8K0.02%
INSIGNEO ADVISORY SERVICES, LLC$335.5K0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$327.7K0.02%
Savvy Advisors, Inc.$303.6K0.01%
IFP Advisors, Inc$296.7K0.01%
Krilogy Financial LLC$287.2K0.01%
Invst, LLC$279.1K0.03%
NBC SECURITIES, INC.$274.2K0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC$266.1K0.00%
RPS ADVISORY SOLUTIONS LLC$252.0K0.14%
PMV Capital Advisers, LLC$227.7K0.38%
Ausdal Financial Partners, Inc.$217.0K0.01%
STEPHENS INC /AR/$200.6K0.00%
Steward Partners Investment Advisory, LLC$104.5K0.00%
PRIVATE TRUST CO NA$99.6K0.01%
MATHER GROUP, LLC.$95.2K0.00%
Sound Income Strategies, LLC$61.0K0.00%
Triumph Capital Management$49.8K0.01%
MORGAN STANLEY$46.3K0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV$39.8K0.00%
Jackson Hole Capital Partners, LLC$31.8K0.01%
Capital Analysts, LLC$28.0K0.00%
DHJJ Financial Advisors, Ltd.$20.4K0.01%
Larson Financial Group LLC$16.9K0.00%
Legacy Wealth Managment, LLC/ID$14.8K0.01%
Parallel Advisors, LLC$6.1K0.00%
ROYAL BANK OF CANADA$5.0K0.00%
AE Wealth Management LLC$3.6K0.00%
WELLS FARGO & COMPANY/MN$25.00.00%
Institutions Holding CSHI (114 holders) | AlphaSMO