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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 |
CFP
1
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $16 | – | – | – |
|
| 2 |
SVWA
2
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $6 | +$6 | +615 | New |
|
| 3 |
TSMHT
3
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $4 | – | – | – |
|
| 4 |
FRA
4
Front Row Advisors
Tiburon,
California
| $3 | – | – | – |
|
| 5 |
AA
5
Ancora Advisors
Cleveland,
Ohio
| $1 | – | – | – |
|
| 6 |
BIG
6
Brooklyn Investment Group
Brooklyn,
New York
| $1 | +$1 | +20 | +100% |
|