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CS
Credit Suisse Group
Delisted
CS was delisted on the 9th of June, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 226 |
UB
226
UMB Bank
Kansas City,
Missouri
| – | -$2K | -285 | Closed |
|
| 227 |
AF
227
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2K | -275 | Closed |
|
| 228 |
MAM
228
McCarthy Asset Management
Redwood Shores,
California
| – | -$2K | -250 | Closed |
|
| 229 |
ACA
229
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$1.89K | -241 | Closed |
|
| 230 |
LWP
230
Laurel Wealth Planning
Edina,
Minnesota
| – | -$2K | -206 | Closed |
|
| 231 |
GAM
231
Gemmer Asset Management
Walnut Creek,
California
| – | -$1K | -169 | Closed |
|
| 232 |
EW
232
Evoke Wealth
Los Angeles,
California
| – | -$1K | -111 | Closed |
|
| 233 |
CAGAS
233
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$1K | -67 | Closed |
|
| 234 |
PFS
234
Prospera Financial Services
Dallas,
Texas
| – | -$428 | -63 | -49% |
|