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CS

Credit Suisse Group

Delisted

CS was delisted on the 9th of June, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
EI
76
Ethic Inc
New York
$458K +$182K +17,007 +59%
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$445K +$23.1K +2,152 +5%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$404K -$187K -17,493 -30%
BBVA
79
Banco Bilbao Vizcaya Argentaria
Spain
$404K +$102K +9,500 +31%
EAM
80
Eagle Asset Management
Florida
$394K +$431K +40,181 New
MCM
81
Manchester Capital Management
Vermont
$389K
MIS
82
Morningstar Investment Services
Illinois
$370K -$2.64K -246 -0.6%
Creative Planning
83
Creative Planning
Kansas
$366K +$47.8K +4,458 +14%
AWM
84
Altium Wealth Management
New York
$312K +$335K +31,291 New
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$307K +$99.9K +9,327 +43%
HSA
86
HBK Sorce Advisory
Pennsylvania
$294K +$65.3K +6,097 +26%
ATPW
87
Ashton Thomas Private Wealth
Arizona
$292K +$314K +29,258 New
AAS
88
Avantax Advisory Services
Texas
$282K +$303K +28,302 New
Vanguard Personalized Indexing Management
89
Vanguard Personalized Indexing Management
California
$279K +$67.1K +6,258 +29%
CG
90
Colony Group
Massachusetts
$274K +$68.7K +6,410 +30%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$260K -$50.7K -4,736 -15%
CG
92
Cutler Group
California
$252K +$243K +22,683 +856%
S
93
SignatureFD
Georgia
$237K +$54.5K +5,089 +27%
EVM
94
Eaton Vance Management
Massachusetts
$233K +$557 +52 +0.2%
BRWA
95
B. Riley Wealth Advisors
Florida
$233K +$93.5K +8,728 +61%
First Trust Advisors
96
First Trust Advisors
Illinois
$230K -$37.5K -3,498 -13%
WCM
97
Weld Capital Management
New York
$221K +$237K +22,146 New
Stifel Financial
98
Stifel Financial
Missouri
$198K -$62.2K -5,806 -23%
LSAG
99
Lake Street Advisors Group
New Hampshire
$182K -$39.4K -3,676 -17%
BWP
100
BSW Wealth Partners
Colorado
$174K +$187K +17,486 New