Avior Wealth Management, LLC - CREDIT SUISSE NASSAU BRH ownership

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of CREDIT SUISSE NASSAU BRH
ValueSharesWeighting
Q2 2022$31,000
-8.8%
4,0000.0%0.00%0.0%
Q1 2022$34,000
+3.0%
4,0000.0%0.00%0.0%
Q4 2021$33,0000.0%4,0000.0%0.00%0.0%
Q3 2021$33,000
+175.0%
4,000
+166.7%
0.00%
+200.0%
Q2 2021$12,000
-7.7%
1,5000.0%0.00%0.0%
Q1 2021$13,000
-7.1%
1,5000.0%0.00%
-50.0%
Q4 2020$14,0001,5000.00%
Other shareholders
CREDIT SUISSE NASSAU BRH shareholders Q3 2023
NameSharesValueWeighting ↓
Cavalier Investments, LLC 1,232,543$9,638,0003.37%
Vanguard Capital Wealth Advisors 62,355$487,0000.55%
FSC Wealth Advisors, LLC 7,767$61,0000.54%
Weaver Consulting Group 65,550$513,0000.29%
American Portfolios Advisors 310,680$2,429,5180.10%
WEDBUSH SECURITIES INC 220,209$1,722,0000.09%
Carmel Capital Partners, LLC 10,840$85,0000.08%
Cornerstone Advisory, LLC 41,474$324,0000.07%
Virtu Financial LLC 100,321$785,0000.07%
Gladstone Institutional Advisory LLC 75,769$5930.05%
View complete list of CREDIT SUISSE NASSAU BRH shareholders