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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
HSA
101
HBK Sorce Advisory
Pennsylvania
$273K -$93.3K -9,337 -25%
SIM
102
Studio Investment Management
Illinois
$266K +$48.6K +4,867 +21%
CG
103
Cutler Group
California
$261K -$434K -43,378 -62%
SCA
104
Snowden Capital Advisors
New York
$261K +$271K +27,095 New
PAG
105
Private Advisor Group
New Jersey
$258K +$267K +26,732 New
JMPWA
106
JP Morgan Private Wealth Advisors
California
$257K +$66.7K +6,672 +33%
EI
107
Ellevest Inc
New York
$254K +$3.89K +389 +1%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$249K +$2.53K +253 +1%
Stifel Financial
109
Stifel Financial
Missouri
$243K -$15K -1,504 -6%
LSAG
110
Lake Street Advisors Group
New Hampshire
$233K +$7.13K +713 +3%
SG Americas Securities
111
SG Americas Securities
New York
$215K
RJT
112
Raymond James Trust
Florida
$215K +$95.1K +9,516 +74%
RCAG
113
Rehmann Capital Advisory Group
Michigan
$191K +$198K +19,792 New
CCP
114
Corient Capital Partners
California
$187K -$7.41K -741 -4%
CP
115
Covenant Partners
Tennessee
$178K +$185K +18,508 New
PWPS
116
Pinnacle Wealth Planning Services
Ohio
$177K -$94.1K -9,412 -34%
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$177K -$12K -1,204 -6%
PAS
118
Park Avenue Securities
New York
$173K +$39.3K +3,930 +28%
CS
119
Comerica Securities
Michigan
$169K +$175K +17,510 New
AP
120
Advisor Partners
California
$167K -$3.81K -381 -2%
BC
121
Bridgefront Capital
Texas
$163K +$59K +5,902 +54%
SS
122
Sunbelt Securities
Texas
$160K +$39.5K +3,948 +32%
AAS
123
Avantax Advisory Services
Texas
$146K -$35K -3,500 -19%
OC
124
Oppenheimer & Co
New York
$146K -$5.64K -564 -4%
Creative Planning
125
Creative Planning
Kansas
$137K +$142K +14,183 New