LPL Financial LLC - CREDIT SUISSE NASSAU BRH ownership

Quarter-by-quarter ownership
LPL Financial LLC ownership history of CREDIT SUISSE NASSAU BRH
ValueSharesWeighting
Q2 2022$3,683,000
+4.2%
470,924
+13.5%
0.00%0.0%
Q1 2022$3,535,000
+45.8%
414,876
+44.8%
0.00%
+50.0%
Q4 2021$2,424,000
+45.6%
286,487
+43.6%
0.00%0.0%
Q3 2021$1,665,000
+32.0%
199,551
+35.3%
0.00%
+100.0%
Q2 2021$1,261,000
+92.2%
147,519
+95.9%
0.00%0.0%
Q1 2021$656,000
+62.0%
75,306
+80.6%
0.00%0.0%
Q4 2020$405,000
+13.1%
41,709
+14.3%
0.00%0.0%
Q3 2020$358,000
+58.4%
36,485
+59.8%
0.00%
Q2 2020$226,000
+109.3%
22,827
+123.2%
0.00%
Q1 2016$108,00010,2280.00%
Other shareholders
CREDIT SUISSE NASSAU BRH shareholders Q3 2023
NameSharesValueWeighting ↓
Cavalier Investments, LLC 255,000$2,471,0001.13%
DCM Advisors, LLC 60,500$587,0000.34%
Weaver Consulting Group 35,103$341,0000.21%
American Portfolios Advisors 135,172$1,312,5200.07%
Tidal Investments LLC 46,838$454,0000.03%
Kingsview Wealth Management, LLC 32,939$320,0000.02%
Dynamic Advisor Solutions LLC 22,850$222,0000.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,000$49,0000.01%
Geneos Wealth Management Inc. 10,000$88,0000.00%
Janney Montgomery Scott LLC 90,007$874,0000.00%
View complete list of CREDIT SUISSE NASSAU BRH shareholders