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FRC

First Republic Bank

Delisted

FRC was delisted on the 28th of April, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
501
B. Riley Wealth Advisors
Florida
$465K +$22.2K +113 +5%
OWM
502
OneAscent Wealth Management
Alabama
$458K +$467K +2,376 New
SLAM
503
Swiss Life Asset Management
$452K +$15K +76 +3%
FFA
504
First Foundation Advisors
California
$447K +$68.1K +346 +18%
PP
505
Patten & Patten
Tennessee
$443K +$984 +5 +0.2%
ST
506
Somerset Trust
Pennsylvania
$436K -$11.4K -58 -3%
DWT
507
Dorsey & Whitney Trust
South Dakota
$432K +$12.8K +65 +3%
RMDI
508
R.M. Davis Inc
Maine
$430K -$63.9K -325 -13%
EWM
509
Evercore Wealth Management
New York
$427K
MC
510
Moors & Cabot
Massachusetts
$425K
PA
511
Procyon Advisors
Connecticut
$416K +$25.8K +131 +6%
CP
512
Covenant Partners
Tennessee
$412K
OWA
513
One Wealth Advisors
California
$411K +$6.1K +31 +1%
YWP
514
YorkBridge Wealth Partners
New York
$410K +$33.1K +168 +9%
OFS
515
OneAscent Financial Services
Alabama
$410K +$418K +2,124 New
Lido Advisors
516
Lido Advisors
California
$408K +$16.9K +86 +4%
CTC
517
Central Trust Company
Missouri
$408K +$360K +1,830 +642%
AIA
518
Angeles Investment Advisors
California
$407K +$415K +2,110 New
CG
519
Caprock Group
Idaho
$405K +$12.4K +63 +3%
WHG
520
Westwood Holdings Group
Texas
$398K
AC
521
Allstate Corporation
Illinois
$396K
TCM
522
Teza Capital Management
Illinois
$391K -$225K -1,144 -36%
AFM
523
Abbot Financial Management
Massachusetts
$391K +$99K +503 +33%
MAM
524
Meeder Asset Management
Ohio
$379K +$1.38K +7 +0.4%
ACA
525
Atlas Capital Advisors
Wyoming
$369K