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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 |
|
|---|---|---|---|---|---|---|
| 826 |
MWM
826
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$1.22K | -10 | Closed |
|
| 827 |
FWA
827
Freedom Wealth Alliance
Brookfield,
Wisconsin
| – | -$1.1K | -9 | Closed |
|
| 828 |
FA
828
Fiduciary Alliance
Greenville,
South Carolina
| – | -$975 | -8 | Closed |
|
| 829 |
WT
829
Washington Trust
Westerly,
Rhode Island
| – | -$975 | -8 | Closed |
|
| 830 |
EE
830
EWG Elevate
Roseville,
California
| – | -$609 | -5 | Closed |
|
| 831 |
SC
831
Sierra Capital
Miami,
Florida
| – | -$1K | -5 | Closed |
|
| 832 |
HGWM
832
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$488 | -4 | Closed |
|
| 833 |
AW
833
Avion Wealth
The Woodlands,
Texas
| – | +$820 | +8 | New |
|
| 834 |
SFG
834
Steward Financial Group
Colleyville,
Texas
| – | +$1.54K | +15 | +79% |
|