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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
LCS
126
Levin Capital Strategies
New York
$159K +$203K +15,000 New
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$158K +$142K +10,510 +237%
AAS
128
Avantax Advisory Services
Texas
$156K +$199K +14,670 New
Creative Planning
129
Creative Planning
Kansas
$151K +$8.19K +605 +4%
OC
130
Oppenheimer & Co
New York
$150K +$27.7K +2,046 +17%
TAM
131
Timucuan Asset Management
Florida
$149K
NGA
132
Naples Global Advisors
Florida
$148K
ASN
133
Advisory Services Network
Georgia
$148K +$173K +12,770 +1,089%
AWM
134
Altium Wealth Management
New York
$144K -$18.6K -1,374 -9%
WA
135
Wealth Architects
California
$142K -$149 -11 -0.1%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$133K -$35.3K -2,604 -17%
BP
137
Ballentine Partners
Massachusetts
$128K
DWT
138
Dorsey & Whitney Trust
South Dakota
$128K
SS
139
Sunbelt Securities
Texas
$128K +$164K +12,093 New
Connor, Clark & Lunn Investment Management (CC&L)
140
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$123K +$157K +11,609 New
CCP
141
Corient Capital Partners
California
$113K +$145K +10,672 New
IRC
142
Investors Research Corp
Georgia
$112K
BDF
143
Balasa Dinverno & Foltz
$111K -$56.7K -4,187 -28%
JWA
144
JFS Wealth Advisors
Pennsylvania
$107K
AAM
145
AR Asset Management
California
$106K
FL
146
Fourthstone LLC
Missouri
$106K +$135K +10,000 New
ACA
147
Atlas Capital Advisors
Wyoming
$103K
GWM
148
Geneos Wealth Management
Colorado
$85K +$109K +8,056 New
SWM
149
Spire Wealth Management
Virginia
$81K +$60.3K +4,452 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$68K +$18.2K +1,345 +27%