PHOENIX, AZ
CIM GROUP, INC.CMRF— Latest position per institution from SEC 13F filings
15
Institutional holders
867.93K
Total shares held
1.09M
Estimated value
43.40K
Avg. position size
RE DICKINSON INVESTMENT ADVISORS, LLC
CIK 1801241
Shares
622.12K
Value
4.09K
Filed
Mar 31, 2023
WEALTHSPIRE ADVISORS, LLC
CIK 1646247
Shares
26.20K
Value
134.65K
Filed
Jun 30, 2026
FINANCIAL GRAVITY COMPANIES, INC.
CIK 1377167
Shares
20.62K
Value
107.66K
Filed
Jun 30, 2025
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CIK 1741736
Shares
20.55K
Value
107.28K
Filed
Mar 31, 2025
MAIN STREET GROUP, LTD
CIK 1965796
Shares
19.42K
Value
99.82K
Filed
Jun 30, 2026
OLD NATIONAL BANCORP /IN/
CIK 707179
Shares
18.01K
Value
66.45K
Filed
Sep 30, 2023
TUCKER ASSET MANAGEMENT LLC
CIK 1870012
Shares
17.73K
Value
107.97K
Filed
Dec 31, 2024
TRADITION WEALTH MANAGEMENT, LLC
CIK 1843010
Shares
17K
Value
107.00
Filed
Dec 31, 2023
KINGSWOOD WEALTH ADVISORS, LLC
CIK 1987855
Shares
13.64K
Value
70.11K
Filed
Jun 30, 2026
CARTER FINANCIAL GROUP, INC.
CIK 1919749
Shares
12.87K
Value
66.14K
Filed
Mar 31, 2026
HANTZ FINANCIAL SERVICES, INC.
CIK 1071061
Shares
11.85K
Value
61.00
Filed
Jun 30, 2026
ASCENTIS INDEPENDENT ADVISORS
CIK 1845003
Shares
11.14K
Value
57.29K
Filed
Mar 31, 2026
KEYSTONE FINANCIAL GROUP
CIK 1729299
Shares
10.73K
Value
55.16K
Filed
Jun 30, 2026
ORG PARTNERS LLC
CIK 1979372
Shares
10K
Value
52.20K
Filed
Dec 31, 2025
BARTLETT & CO. LLC
CIK 1550075
Shares
7.58K
Value
48.00
Filed
Dec 31, 2023
BARTLETT & CO. WEALTH MANAGEMENT LLC
CIK 2010186
Shares
7.58K
Value
47.82K
Filed
Dec 31, 2023
CORNERSTONE PLANNING GROUP LLC
CIK 1822587
Shares
6.28K
Value
41.29K
Filed
Sep 30, 2023
BAY HARBOR WEALTH MANAGEMENT, LLC
CIK 1767989
Shares
5.13K
Value
26.49K
Filed
Jun 30, 2026
STRATEGIC INVESTMENT SOLUTIONS, INC. /IL
CIK 1960144
Shares
5.10K
Value
26.61K
Filed
Mar 31, 2025
RMG WEALTH MANAGEMENT LLC
CIK 1844731
Shares
4.39K
Value
22.92K
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RE DICKINSON INVESTMENT ADVISORS, LLC | 1801241 | 622.12K | 4.09K | Mar 31, 2023 |
| 2 | WEALTHSPIRE ADVISORS, LLC | 1646247 | 26.20K | 134.65K | Jun 30, 2026 |
| 3 | FINANCIAL GRAVITY COMPANIES, INC. | 1377167 | 20.62K | 107.66K | Jun 30, 2025 |
| 4 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 1741736 | 20.55K | 107.28K | Mar 31, 2025 |
| 5 | MAIN STREET GROUP, LTD | 1965796 | 19.42K | 99.82K | Jun 30, 2026 |
| 6 | OLD NATIONAL BANCORP /IN/ | 707179 | 18.01K | 66.45K | Sep 30, 2023 |
| 7 | TUCKER ASSET MANAGEMENT LLC | 1870012 | 17.73K | 107.97K | Dec 31, 2024 |
| 8 | TRADITION WEALTH MANAGEMENT, LLC | 1843010 | 17K | 107.00 | Dec 31, 2023 |
| 9 | KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | 13.64K | 70.11K | Jun 30, 2026 |
| 10 | CARTER FINANCIAL GROUP, INC. | 1919749 | 12.87K | 66.14K | Mar 31, 2026 |
| 11 | HANTZ FINANCIAL SERVICES, INC. | 1071061 | 11.85K | 61.00 | Jun 30, 2026 |
| 12 | ASCENTIS INDEPENDENT ADVISORS | 1845003 | 11.14K | 57.29K | Mar 31, 2026 |
| 13 | KEYSTONE FINANCIAL GROUP | 1729299 | 10.73K | 55.16K | Jun 30, 2026 |
| 14 | ORG PARTNERS LLC | 1979372 | 10K | 52.20K | Dec 31, 2025 |
| 15 | BARTLETT & CO. LLC | 1550075 | 7.58K | 48.00 | Dec 31, 2023 |
| 16 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | 7.58K | 47.82K | Dec 31, 2023 |
| 17 | CORNERSTONE PLANNING GROUP LLC | 1822587 | 6.28K | 41.29K | Sep 30, 2023 |
| 18 | BAY HARBOR WEALTH MANAGEMENT, LLC | 1767989 | 5.13K | 26.49K | Jun 30, 2026 |
| 19 | STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 1960144 | 5.10K | 26.61K | Mar 31, 2025 |
| 20 | RMG WEALTH MANAGEMENT LLC | 1844731 | 4.39K | 22.92K | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.