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FRC
First Republic Bank
FRC
FRC
Delisted
FRC was delisted on the 28th of April, 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 |
|
|---|---|---|---|---|---|---|
| 26 |
CPG
26
Cornerstone Planning Group
Fairfield,
New Jersey
| $1 | – | – | – |
|
| 27 |
DJSG
27
D.J. St. Germain
Springfield,
Massachusetts
| $1 | – | – | – |
|
| 28 |
EWA
28
EverSource Wealth Advisors
Birmingham,
Alabama
| $1 | – | – | – |
|
| 29 |
MWM
29
Mascoma Wealth Management
Hanover,
New Hampshire
| $1 | – | – | – |
|
| 30 |
SL
30
Salomon & Ludwin
Richmond,
Virginia
| $1 | – | – | – |
|
| 31 |
JIC
31
Johnson Investment Counsel
Cincinnati,
Ohio
| – | -$1.15K | -15,950 | Closed |
|
| 32 |
BAAM
32
Baker Avenue Asset Management
San Francisco,
California
| – | -$606 | -8,422 | Closed |
|
| 33 |
CAS
33
Coppell Advisory Solutions
Coppell,
Texas
| – | -$191K | -1,564 | Closed |
|
| 34 |
M
34
MOTCO
San Antonio,
Texas
| – | -$54 | -745 | Closed |
|
| 35 |
FFA
35
Fairfield Financial Advisors
Wellesley,
Massachusetts
| – | -$20 | -278 | Closed |
|
| 36 |
SWM
36
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$13 | -178 | Closed |
|
| 37 |
OA
37
Operose Advisors
Milwaukee,
Wisconsin
| – | -$6 | -86 | Closed |
|
| 38 |
NC
38
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$1 | -20 | Closed |
|