現在 163 社の機関がCHCTを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| Fortitude Family Office, LLC | $1796.0 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | $1732.0 | 0.00% |
| IFP Advisors, Inc | $1700.0 | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | $1094.2 | 0.00% |
| MassMutual Private Wealth & Trust, FSB | $953.0 | 0.00% |
| Cornerstone Planning Group LLC | $918.0 | 0.00% |
| Basecamp Wealth Advisors LLC | $493.0 | 0.00% |
| SJS Investment Consulting Inc. | $398.0 | 0.00% |
| Sunbelt Securities, Inc. | $238.0 | 0.00% |
| $190.0 | 0.00% | |
| $35.0 | 0.00% | |
| $16.0 | 0.00% | |
| $16.0 | 0.00% |