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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 |
|
|---|---|---|---|---|---|---|
| 501 |
SFA
501
Spectrum Financial Alliance
Nicholasville,
Kentucky
| – | -$4K | -45 | Closed |
|
| 502 |
WEC
502
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$2.69K | -30 | Closed |
|
| 503 |
PFGIA
503
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$3K | -29 | Closed |
|
| 504 |
IBOK
504
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$3K | -28 | Closed |
|
| 505 |
PFO
505
Pathstone Family Office
Englewood,
New Jersey
| – | -$1K | -14 | Closed |
|
| 506 |
DWM
506
Destination Wealth Management
Walnut Creek,
California
| – | -$1K | -12 | Closed |
|
| 507 |
FCAG
507
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$1K | -7 | Closed |
|
| 508 |
TWA
508
TCI Wealth Advisors
Tucson,
Arizona
| – | +$290 | +3 | New |
|