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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 |
|
|---|---|---|---|---|---|---|
| 176 |
BWL
176
Bogart Wealth LLC
Mclean,
Virginia
| – | -$471 | -529 | Closed |
|
| 177 |
GI
177
Gradient Investments
Arden Hills,
Minnesota
| – | -$445 | -500 | Closed |
|
| 178 |
BIA
178
Bell Investment Advisors
Oakland,
California
| – | -$395 | -443 | Closed |
|
| 179 |
WP
179
WealthPLAN Partners
Omaha,
Nebraska
| – | -$356 | -400 | Closed |
|
| 180 |
GRP
180
Global Retirement Partners
San Rafael,
California
| – | -$263 | -307 | Closed |
|
| 181 |
WWM
181
Wolff Wiese Magana
Carslbad,
California
| – | -$267 | -300 | Closed |
|
| 182 |
BF
182
BOK Financial
Tulsa,
Oklahoma
| – | -$227 | -255 | Closed |
|
| 183 |
PA
183
PSI Advisors
Tampa,
Florida
| – | -$222 | -250 | Closed |
|
| 184 |
HCP
184
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$104 | -117 | Closed |
|
| 185 |
SC
185
Stephens Consulting
Flint,
Michigan
| – | -$68 | -76 | Closed |
|
| 186 |
FFA
186
Farther Finance Advisors
San Francisco,
California
| – | -$45 | -51 | Closed |
|
| 187 |
SN
187
Sittner & Nelson
Eugene,
Oregon
| – | -$18 | -20 | Closed |
|
| 188 |
AWM
188
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$4 | -4 | Closed |
|