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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 |
|
|---|---|---|---|---|---|---|
| 276 |
CFA
276
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$2K | -169 | Closed |
|
| 277 |
MWM
277
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$2K | -149 | Closed |
|
| 278 |
278
AssetMark Inc
Concord,
California
| – | -$2K | -129 | Closed |
|
| 279 |
CHC
279
City Holding Co
Charleston,
West Virginia
| – | -$1K | -89 | Closed |
|
| 280 |
GWS
280
Glassman Wealth Services
Vienna,
Virginia
| – | -$1K | -78 | Closed |
|
| 281 |
SCM
281
Southport Capital Management
Chattanooga,
Tennessee
| – | -$1K | -47 | Closed |
|
| 282 |
282
UBS AM
Chicago,
Illinois
| – | -$672 | -45 | Closed |
|
| 283 |
TWA
283
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -40 | Closed |
|
| 284 |
284
Capital Research Global Investors
Los Angeles,
California
| – | +$25 | +2 | +13% |
|
| 285 |
FGC
285
Financial Gravity Companies
Lakeway,
Texas
| – | +$309 | +25 | New |
|
| 286 |
CAM
286
Cresset Asset Management
Chicago,
Illinois
| – | +$482 | +39 | New |
|