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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 |
|
|---|---|---|---|---|---|---|
| 1 |
TAM
1
Tucker Asset Management
Littleton,
Colorado
| $5 | – | – | – |
|
| 2 |
AWM
2
Avior Wealth Management
Omaha,
Nebraska
| $5 | – | +113 | +7% |
|
| 3 |
CFP
3
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $5 | +$5 | +1,600 | New |
|
| 4 |
FFA
4
Farther Finance Advisors
San Francisco,
California
| $1 | – | -5 | -1% |
|
| 5 |
TSMHT
5
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $1 | – | -1 | -0.2% |
|
| 6 |
PA
6
Parallel Advisors
San Francisco,
California
| – | -$227 | -18,150 | Closed |
|
| 7 |
LC
7
Lindbrook Capital
Calabasas,
California
| – | -$98 | -7,826 | Closed |
|
| 8 |
CSC
8
Caldwell Sutter Capital
Sausalito,
California
| – | -$9 | -728 | Closed |
|
| 9 |
CFD
9
Creative Financial Designs
Kokomo,
Indiana
| – | -$4 | -310 | Closed |
|
| 10 |
HCP
10
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$3 | -270 | Closed |
|
| 11 |
PMFA
11
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$2 | -153 | Closed |
|
| 12 |
EWA
12
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1 | -86 | Closed |
|