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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
JMPWA
76
JP Morgan Private Wealth Advisors
California
$406K +$222K +24,956 +93%
GF
77
Gabelli Funds
New York
$401K -$73.7K -8,300 -14%
US Bancorp
78
US Bancorp
Minnesota
$395K +$36.7K +4,130 +9%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$379K -$111K -12,476 -21%
ZCA
80
Zeke Capital Advisors
Pennsylvania
$375K +$299K +33,648 +238%
Truist Financial
81
Truist Financial
North Carolina
$354K -$28.8K -3,246 -7%
FTDI
82
First Trust Direct Indexing
Massachusetts
$353K +$76.9K +8,659 +24%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$352K +$292K +32,951 +278%
WA
84
Wealth Alliance
New York
$347K +$6.89K +776 +2%
Vanguard Personalized Indexing Management
85
Vanguard Personalized Indexing Management
California
$333K +$40.6K +4,569 +12%
YCM
86
Yousif Capital Management
Michigan
$322K
RJFSA
87
Raymond James Financial Services Advisors
Florida
$319K +$26.2K +2,956 +8%
AIM
88
Anchor Investment Management
South Carolina
$316K
FFM
89
Forum Financial Management
Illinois
$312K
AAM
90
Advisors Asset Management
Colorado
$304K +$53.9K +6,074 +19%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$289K -$1.34M -150,409 -81%
SG
92
StoneX Group
New York
$280K +$317K +35,674 New
Stifel Financial
93
Stifel Financial
Missouri
$277K +$87.9K +9,898 +39%
FCH
94
Freestone Capital Holdings
Washington
$276K +$312K +35,167 New
AAS
95
Avantax Advisory Services
Texas
$260K +$155K +17,431 +115%
LPL Financial
96
LPL Financial
California
$255K -$1.14K -128 -0.4%
EI
97
Ellevest Inc
New York
$254K +$54K +6,089 +23%
LNWWM
98
Laird Norton Wetherby Wealth Management
California
$253K -$110K -12,398 -28%
SIM
99
Studio Investment Management
Illinois
$252K +$39.5K +4,447 +16%
S
100
SignatureFD
Georgia
$250K +$19.7K +2,215 +7%