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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

293 managers (296 13F filers) reported a position in CGGO shares at 2024-12-31, 121,691,972 shares in all. 32 filers opened a position and 9 filers sold out during the quarter.

Managers
293
13F filers
296
New
32
Added
162
Reduced
48
Sold out
9
Shares held by filers
121,691,972

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Founders Financial Alliance, LLC18,460$539K0.15%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC18,257$533K0.47%13F-HRTimeline
First Heartland Consultants, Inc.18,165$531K0.05%+6,13913F-HRTimeline
J.W. COLE ADVISORS, INC.18,123$530K0.02%+4,10713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,883$523K<0.01%-64713F-HRTimelineGroup
Signature Wealth Management Group17,688$517K0.21%+41813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,227$503K0.02%+2,73213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,754$490K0.04%-503,46213F-HRTimeline
Kingsview Wealth Management, LLC15,951$466K0.01%-37613F-HRTimeline
Capital Planning LLC15,652$457K0.12%+4413F-HRTimeline
MSH Capital Advisors LLC15,457$452K0.14%+2,59513F-HRTimeline
Signature Resources Capital Management,…14,207$415K0.37%-1,15013F-HRTimeline
Waterloo Capital, L.P.13,915$407K0.04%+1,24813F-HRTimeline
IFG Advisory, LLC13,411$392K0.02%+85613F-HRTimeline
SYM FINANCIAL Corp12,505$365K0.05%-4213F-HRTimeline
Embree Financial Group12,118$354K0.06%new13F-HRTimeline
HUB Investment Partners, LLC12,015$351K0.01%+313F-HRTimeline
Rather & Kittrell, Inc.12,013$351K0.08%013F-HRTimeline
Latitude Advisors, LLC11,966$350K0.2%+13813F-HRTimeline
Gateway Wealth Partners, LLC11,693$342K0.09%new13F-HRTimeline
Western Wealth Management, LLC11,362$332K0.02%new13F-HR/ATimeline
Nvest Financial, LLC11,261$329K0.17%new13F-HRTimeline
Gimbal Financial11,220$328K0.27%013F-HRTimeline
United Advisor Group, LLC11,178$327K0.06%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC11,078$324K0.11%+21213F-HRTimeline
Lantz Financial LLC10,652$311K0.08%+1,27813F-HRTimeline
Octavia Wealth Advisors, LLC10,536$308K0.04%+5713F-HRTimeline
Francis Financial, Inc.10,505$307K0.08%013F-HRTimeline
Sanctuary Advisors, LLC10,082$307K<0.01%-11,97713F-HRTimeline
Synergy Investment Management, LLC10,260$300K0.13%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,123$296K0.01%new13F-HRTimelineGroup
Willow Creek Wealth Management Inc.9,842$288K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,750$285K<0.01%013F-HRTimelineGroup
Tudor Financial Inc.9,333$273K0.16%+87713F-HRTimeline
Lincoln Capital LLC9,219$269K0.06%new13F-HRTimeline
Advisor Resource Council9,040$264K0.19%new13F-HRTimeline
Mayflower Financial Advisors, LLC8,711$255K0.04%013F-HRTimeline
Kovack Advisors, Inc.8,459$247K0.02%new13F-HRTimeline
BRIGHTON JONES LLC8,333$243K0.01%new13F-HR/ATimeline
Martin Worley Group8,300$243K0.15%13F-HRTimeline
RFG Advisory, LLC8,294$242K0.01%+78613F-HRTimeline
BARRETT & COMPANY, INC.8,209$240K0.1%+5,75413F-HRTimeline
Financial Security Advisor, Inc.8,202$240K0.06%+4213F-HRTimeline
Sigma Planning Corp8,020$234K0.01%-13,52113F-HRTimeline
LexAurum Advisors, LLC7,855$230K0.05%-13,49213F-HRTimeline
CENTAURUS FINANCIAL, INC.7,631$223K0.01%new13F-HRTimeline
High Falls Advisors, Inc7,589$222K0.05%-4513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,302$213K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC7,260$212K<0.01%new13F-HRTimeline
Cravens & Co Advisors, LLC7,221$211K0.16%+21613F-HRTimeline
HB Wealth Management, LLC7,050$206K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA7,039$206K0.02%+3,73113F-HRTimeline
HBK Sorce Advisory LLC6,989$204K0.01%+25113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,900$202K0.1%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,810$170K0.01%+85013F-HRTimeline
Medallion Wealth Advisors, LLC5,725$167K0.08%13F-HRTimeline
AMERIFLEX GROUP, INC.5,509$167K0.08%13F-HRTimeline
Global Retirement Partners, LLC5,343$156K<0.01%+1,47113F-HRTimeline
Pinnacle Bancorp, Inc.4,000$117K0.04%+1,25013F-HRTimeline
OARSMAN CAPITAL, INC.3,828$112K0.02%-63713F-HRTimeline
OAKWORTH CAPITAL, INC.3,696$108K0.01%new13F-HRTimeline
Larson Financial Group LLC3,250$95K<0.01%+34013F-HRTimeline
MATHER GROUP, LLC.2,794$81.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,522$73.7K<0.01%-22313F-HRTimeline
Geneos Wealth Management Inc.2,303$67.3K<0.01%+97213F-HRTimeline
Continuum Advisory, LLC2,160$63.1K0.01%+813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,952$57K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,921$56.2K0.01%+55713F-HRTimeline
S.A. Mason LLC1,900$55.5K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,833$53.6K<0.01%-17713F-HRTimelineGroup
IFP Advisors, Inc1,804$52.7K<0.01%+52013F-HRTimeline
First Horizon Advisors, Inc.1,621$47.4K<0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC1,578$46K0.04%+78213F-HRTimeline
Allworth Financial LP1,373$41.9K<0.01%+25013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,421$41.5K<0.01%-10213F-HRTimeline
Transcendent Capital Group LLC1,072$31.3K0.02%+32813F-HRTimeline
Clearstead Advisors, LLC926$27.1K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC894$26.1K0.01%013F-HRTimeline
Whipplewood Advisors, LLC835$24.4K0.01%13F-HRTimeline
TD Waterhouse Canada Inc.806$23.5K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.805$23.5K0.01%13F-HRTimeline
Sunbelt Securities, Inc.740$21.7K<0.01%+313F-HRTimeline
AdvisorNet Financial, Inc707$20.7K<0.01%+4113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\701$20.5K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC671$19.6K0.03%13F-HRTimeline
Indiana Trust & Investment Management Co605$17.7K0.01%013F-HRTimeline
ORG Partners LLC557$16.3K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC523$15.3K<0.01%-44713F-HRTimeline
ARVEST INVESTMENTS, INC.442$12.9K<0.01%013F-HRTimeline
CNB Bank231$6.75K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.57$1.69K0.15%-52,18913F-HRTimeline
FMR LLCin group FMR LLC16$468<0.01%+1113F-HRTimelineGroup
RE Dickinson Investment Advisors, LLC117$34<0.01%new13F-HR/ATimeline