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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
WAP
526
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
Cullen/Frost Bankers
527
Cullen/Frost Bankers
Texas
$3K +$2.46K +25 New
OWA
528
One Wealth Advisors
California
$3K +$2.66K +27 New
EI
529
Ellevest Inc
New York
$3K +$2.76K +28 New
CX Institutional
530
CX Institutional
Indiana
$3K +$3.25K +33 New
MIM
531
Macroview Investment Management
Maryland
$3K +$3.25K +33 New
Rockefeller Capital Management
532
Rockefeller Capital Management
New York
$3K +$3.25K +33 New
FNB
533
Farmers National Bank
Kentucky
$2K +$1.48K +15 New
TFGT
534
TS Financial Group (TSFG)
Illinois
$2K +$1.77K +18 New
Citizens Financial Group
535
Citizens Financial Group
Rhode Island
$2K +$1.97K +20 New
Allworth Financial
536
Allworth Financial
California
$2K +$2.17K +22 New
SWA
537
Sutton Wealth Advisors
Florida
$1.81K +$689 +7 +64%
FRA
538
Front Row Advisors
California
$1K – – –
GWS
539
Glassman Wealth Services
Virginia
$1K – – –
RFM
540
Royal Fund Management
Florida
$1K – – –
SWM
541
SeaCrest Wealth Management
New York
$1K – – –
VCM
542
Versant Capital Management
Arizona
$1K – – –
IWP
543
Icon Wealth Partners
Texas
$1K +$886 +9 New
LWM
544
Liberty Wealth Management
California
$1K +$1.48K +15 New
Advisory Alpha
545
Advisory Alpha
Michigan
$309 +$295 +3 New
Ceredex Value Advisors
546
Ceredex Value Advisors
Florida
– -$62.3M -716,975 Closed
LOAMS
547
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$8.69M -100,000 Closed
OAM
548
Oxford Asset Management
United Kingdom
– -$5.74M -66,064 Closed
SHGA
549
Sand Hill Global Advisors
California
– -$4.74M -54,498 Closed
Lazard Asset Management
550
Lazard Asset Management
New York
– -$3.53M -40,665 Closed