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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 |
HCM
26
Hollencrest Capital Management
Newport Beach,
California
| – | -$102 | -1,573 | Closed |
|
| 27 |
ASN
27
Advisory Services Network
Atlanta,
Georgia
| – | -$39 | -949 | Closed |
|
| 28 |
PO
28
Private Ocean
San Rafael,
California
| – | -$25 | -614 | Closed |
|
| 29 |
WIM
29
Westside Investment Management
Santa Monica,
California
| – | -$12 | -300 | Closed |
|
| 30 |
RIL
30
Rothschild Investment LLC
Chicago,
Illinois
| – | -$8 | -200 | Closed |
|
| 31 |
CSWM
31
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| – | -$4 | -100 | Closed |
|
| 32 |
HIA
32
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$4 | -100 | Closed |
|
| 33 |
BCWM
33
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$3 | -91 | Closed |
|