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Who Owns CGDV? 729 Institutional Investors | AlphaSMO
Who Owns CGDV? 729 Institutional Investors
729 institutions currently hold CGDV, ranked below by position value.
View full stock page for CGDV
Key Holders
Total Value
Avg Weight
LEIGH BALDWIN & CO., LLC
$4.6M
2.96%
Stonebridge Financial Group, LLC
$4.5M
0.37%
Baer Investment Advisory LLC
$4.5M
0.55%
VICTORY FINANCIAL GROUP, LLC
$4.5M
0.55%
SAGESPRING WEALTH PARTNERS, LLC
$4.5M
0.08%
Fearless Solutions, LLC dba Best Invest
$4.4M
2.68%
GREENWOOD CAPITAL ASSOCIATES LLC
$4.4M
0.48%
TITLEIST ASSET MANAGEMENT, LLC
$4.3M
0.32%
Bulwark Capital Corp
$4.3M
2.64%
ENDEAVOR PRIVATE WEALTH, INC.
$4.3M
1.23%
Ethos Financial Group, LLC
$4.3M
0.31%
WEALTH ALLIANCE, LLC
$4.1M
0.41%
Kuhn & Co Investment Counsel
$4.1M
2.62%
WESPAC Advisors, LLC
$4.0M
2.21%
True Blue Financial, LLC
$4.0M
3.17%
FIFTH THIRD BANCORP
$3.9M
0.01%
Tribridge Partners Financial LLC
$3.9M
1.60%
Roehl & Yi Investment Advisors, LLC
$3.8M
1.44%
Owen LaRue, LLC
$3.8M
1.45%
VISTA INVESTMENT PARTNERS II, LLC
$3.8M
1.70%
Latitude Advisors, LLC
$3.7M
1.70%
Capital Investment Advisors, LLC
$3.7M
0.05%
PEAPACK GLADSTONE FINANCIAL CORP
$3.7M
0.05%
Dynamic Advisor Solutions LLC
$3.7M
0.12%
APS Management Group, Inc.
$3.7M
3.15%
CreativeOne Wealth, LLC
$3.7M
0.09%
CERTIOR FINANCIAL GROUP, LLC
$3.7M
2.33%
GENESIS PRIVATE WEALTH, LLC
$3.6M
1.15%
Carson Advisory Inc.
$3.5M
1.84%
M Holdings Securities, Inc.
$3.5M
0.24%
WCG Wealth Advisors LLC
$3.5M
0.10%
Betterment LLC
$3.5M
0.01%
Sunbelt Securities, Inc.
$3.5M
0.22%
EQ WEALTH ADVISORS, LLC
$3.5M
2.02%
Strategic Blueprint, LLC
$3.5M
0.20%
Jacobi Capital Management LLC
$3.4M
0.19%
US BANCORP \DE\
$3.4M
0.00%
Oxinas Partners, LLC
$3.4M
1.54%
A&I FINANCIAL SERVICES, LLC
$3.3M
1.56%
SILVERLAKE WEALTH MANAGEMENT LLC
$3.3M
0.69%
ASHTON THOMAS SECURITIES, LLC
$3.2M
0.40%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$3.2M
0.22%
StrongBox Wealth, LLC
$3.1M
0.99%
Elequin Capital, LP
$3.1M
0.26%
Financial Council, LLC
$3.1M
1.18%
LANDAAS & CO /WI /ADV
$3.0M
0.66%
Cooper Financial Group
$3.0M
0.30%
Curtis Advisory Group, LLC
$3.0M
0.64%
FIFTH THIRD SECURITIES, INC.
$3.0M
0.19%
Walkner Condon Financial Advisors LLC
$3.0M
0.39%
Brookstone Capital Management
$2.9M
0.03%
Arax Advisory Partners
$2.9M
0.08%
Transcendent Capital Group LLC
$2.8M
1.29%
Total Clarity Wealth Management, Inc.
$2.8M
0.65%
KMG FIDUCIARY PARTNERS, LLC
$2.8M
0.21%
Altus Wealth Group LLC
$2.7M
1.12%
ADVISORTRUST PARTNERS, LLC
$2.7M
1.13%
Clear Point Advisors Inc.
$2.7M
2.09%
Atlas Legacy Advisors, LLC
$2.7M
0.49%
Stratos Wealth Advisors, LLC
$2.7M
0.16%
Meridian Wealth Management, LLC
$2.6M
0.09%
Merited Wealth, LLC
$2.6M
2.19%
Selby Wealth Management, LLC
$2.6M
1.04%
Perigon Wealth Management, LLC
$2.6M
0.05%
RENAISSANCE TECHNOLOGIES LLC
$2.6M
0.00%
Atria Investments, Inc
$2.6M
0.03%
CALTON & ASSOCIATES, INC.
$2.6M
0.37%
Investment Advisory Group, LLC
$2.5M
0.65%
LYNCH & ASSOCIATES/IN
$2.5M
0.48%
Keating Financial Advisory Services, Inc.
$2.5M
0.41%
RICHARDS, MERRILL & PETERSON, INC.
$2.5M
0.93%
Strategic Family Wealth Counselors, L.L.C.
$2.5M
0.65%
HARBOR INVESTMENT ADVISORY, LLC
$2.4M
0.19%
LODESTAR PRIVATE ASSET MANAGEMENT LLC
$2.4M
0.24%
Keystone Financial Group
$2.4M
0.16%
Orca Wealth Management, LLC
$2.2M
1.59%
Rubicon Advisors, GP
$2.2M
1.94%
Capital Investment Management, Inc.
$2.2M
0.76%
Herold Advisors, Inc.
$2.2M
0.48%
Astoria Portfolio Advisors LLC.
$2.2M
0.47%
Beta Wealth Group, Inc.
$2.2M
0.90%
Widmann Financial Services, Inc.
$2.2M
1.29%
Creative Planning
$2.2M
0.00%
Northwest Financial Advisors
$2.1M
4.11%
Parsonex Advisory Services, Inc.
$2.1M
2.05%
INTEGRITY ALLIANCE, LLC.
$2.1M
0.08%
PRIVATE TRUST CO NA
$2.1M
0.18%
High Net Worth Advisory Group LLC
$2.0M
0.47%
EVERPAR ADVISORS LLC
$2.0M
0.69%
Waverly Advisors, LLC
$2.0M
0.01%
Wealthcare Capital Partners, LLC
$1.9M
0.91%
SUMMIT WEALTH GROUP LLC / CO
$1.9M
0.20%
ZEGA Investments, LLC
$1.9M
0.21%
DMKC Advisory Services, LLC
$1.9M
0.79%
OakTrust Wealth Advisors, LLC
$1.9M
1.72%
Burford Brothers, Inc.
$1.9M
0.77%
Pines Wealth Management, LLC
$1.9M
0.60%
Medallion Wealth Advisors, LLC
$1.8M
0.60%
GWN SECURITIES INC.
$1.8M
0.35%
Lantz Financial LLC
$1.8M
0.38%
OneAscent Financial Services LLC
$1.8M
0.10%
Saxony Capital Management, LLC
$1.8M
1.05%
Bridgewealth Advisory Group, LLC
$1.8M
0.37%
HB Wealth Management, LLC
$1.8M
0.01%
MSH Capital Advisors LLC
$1.8M
0.38%
Trinity Wealth Management, LLC
$1.8M
0.66%
Simplicity Wealth,LLC
$1.8M
0.10%
Hopwood Financial Services, Inc.
$1.8M
1.19%
Summit Global Investments
$1.8M
0.10%
Capital Management Associates, Inc
$1.8M
0.40%
Transamerica Financial Advisors, LLC
$1.7M
0.15%
Junk Investment Group, LLC
$1.7M
0.90%
Rather & Kittrell, Inc.
$1.7M
0.26%
GTS SECURITIES LLC
$1.7M
0.06%
Belpointe Asset Management LLC
$1.7M
0.06%
Trueblood Wealth Management, LLC
$1.7M
0.66%
Westside Investment Management, Inc.
$1.7M
0.26%
MRWM Advisors, LLC
$1.6M
0.89%
Investment Insight Wealth Management, LLC
$1.6M
1.75%
Goldstone Financial Group, LLC
$1.6M
0.17%
KOM Wealth Management Group, LLC
$1.6M
1.09%
LaSalle St. Investment Advisors, LLC
$1.6M
0.22%
Vise Technologies, Inc.
$1.6M
0.03%
Southland Equity Partners LLC
$1.6M
0.31%
Professional Financial Advisors, LLC
$1.6M
0.32%
AE Wealth Management LLC
$1.5M
0.01%
44 WEALTH MANAGEMENT LLC
$1.5M
0.54%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
$1.5M
0.62%
BANK OF MONTREAL /CAN/
$1.5M
0.00%
CWS Financial Advisors, LLC
$1.5M
0.37%
Fiduciary Alliance LLC
$1.4M
0.09%
NWAM LLC
$1.4M
0.08%
INVESTMENT ADVISORY SERVICES INC /TX /ADV
$1.3M
0.42%
Tradition Wealth Management, LLC
$1.3M
0.09%
Turning Point Benefit Group, Inc.
$1.3M
0.84%
WFA of San Diego, LLC
$1.3M
1.01%
WealthSpring Partners, LLC
$1.3M
1.15%
PFG Investments, LLC
$1.2M
0.06%
BROWN ADVISORY INC
$1.2M
0.00%
ProCore Advisors, LLC
$1.2M
1.82%
Elm3 Financial Group, LLC
$1.2M
1.00%
Blueprint Investment Partners LLC
$1.2M
0.12%
Mayflower Financial Advisors, LLC
$1.2M
0.14%
Corient Private Wealth LLC
$1.2M
0.00%
Independent Wealth Network Inc.
$1.2M
0.35%
Auxano Advisors, LLC
$1.1M
0.23%
Blueprint Financial Advisors LLC
$1.1M
0.17%
AlphaCore Capital LLC
$1.1M
0.03%
Csenge Advisory Group
$1.1M
0.05%
Clear Harbor Asset Management, LLC
$1.1M
0.08%
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