Dark
Light
System
Security
CREDIT SUISSE GROUP
CREDIT SUISSE GROUP. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 180 Institutional holders with a total value of $693,483,544.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ASSET DEDICATION, LLC 7 0 0.00%
2 Avior Wealth Management, LLC 30 0 0.00%
3 Advisory Services Network, LLC 39 1,000 0.00%
4 CUTLER GROUP LLC / CA 15,000 1,000 0.00% Call
5 Ledyard National Bank 101 1,000 0.00%
6 PROFICIO CAPITAL PARTNERS LLC 168 2,000 0.00%
7 Financial Architects, Inc 216 3,000 0.00%
8 Cornerstone Advisors, Inc. 186 3,000 0.00%
9 Parkside Financial Bank & Trust 190 3,000 0.00%
10 Carroll Financial Associates, Inc. 249 3,000 0.00%
11 FIFTH THIRD BANCORP 245 3,000 0.00%
12 INVICTUS RG 205 3,000 0.00%
13 ENTERPRISE FINANCIAL SERVICES CORP 286 4,000 0.00%
14 Whitnell & Co. 297 4,000 0.00%
15 TCI Wealth Advisors, Inc. 264 4,000 0.00%
16 Glassman Wealth Services 281 4,000 0.00%
17 GLENMEDE TRUST CO NA 348 4,000 0.00%
18 WHITTIER TRUST CO 458 6,000 0.00%
19 Kistler-Tiffany Companies, LLC 423 6,000 0.00%
20 Hexavest Inc. 443 6,000 0.00%
21 Sandy Spring Bank 491 7,000 0.00%
22 Creative Planning 485 7,000 0.00%
23 Winfield Associates, Inc. 470 7,000 0.00%
24 WHITTIER TRUST CO OF NEVADA INC 527 7,000 0.00%
25 ZIONS BANCORPORATION 572 9,000 0.00%
26 HOWE & RUSLING INC 639 9,000 0.00%
27 LS Investment Advisors, LLC 614 9,000 0.00%
28 KANALY TRUST CO 660 9,000 0.00%
29 RPG FAMILY WEALTH ADVISORY, LLC 713 10,074 0.00%
30 Nelson Capital Management, LLC 750 11,000 0.00%
31 First Horizon Advisors, Inc. 768 11,000 0.00%
32 SIGNATUREFD, LLC 843 12,000 0.00%
33 FEDERATED HERMES, INC. 834 12,000 0.00%
34 HUNTINGTON NATIONAL BANK 476 13,000 0.00%
35 WASHINGTON TRUST BANK 1,000 14,000 0.00%
36 INTEGRATED WEALTH MANAGEMENT 1,000 14,000 0.00%
37 BRONFMAN E.L. ROTHSCHILD, L.P. 1,004 14,000 0.00%
38 MCF Advisors LLC 1,054 15,000 0.00%
39 AMERICAN INTERNATIONAL GROUP, INC. 1,118 16,000 0.00%
40 CENTRAL TRUST Co 1,192 17,000 0.00%
41 BLACKROCK ADVISORS LLC 1,456 21,000 0.00%
42 CUTLER GROUP LLC / CA 26,300 21,000 0.00% Put
43 MSI Financial Services Inc 1,459 21,000 0.00%
44 D.A. DAVIDSON & CO. 1,697 22,000 0.00%
45 THOMPSON DAVIS & CO., INC. 1,607 23,000 0.00%
46 SEVEN EIGHT CAPITAL, LP 1,800 25,000 0.00%
47 Tower Research Capital LLC (TRC) 1,893 26,000 0.00%
48 IFP ADVISORS, INC 2,276 32,000 0.00%
49 ROCKEFELLER FINANCIAL SERVICES INC 2,537 36,000 0.01%
50 Archford Capital Strategies, LLC 1 40,000 0.01%
Page 1 of 4

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.