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PPBI
Pacific Premier Bancorp
PPBI
PPBI
Delisted
PPBI was delisted on the 29th of August, 2025.
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 |
|
|---|---|---|---|---|---|---|
| 251 |
BAM
251
Belpointe Asset Management
Reno,
Nevada
| – | -$32.8K | -1,365 | Closed |
|
| 252 |
AAM
252
Advisors Asset Management
Monument,
Colorado
| – | -$15.3K | -636 | Closed |
|
| 253 |
ASN
253
Advisory Services Network
Atlanta,
Georgia
| – | -$12K | -500 | Closed |
|
| 254 |
HWP
254
Highline Wealth Partners
Sherman Oaks,
California
| – | -$8.19K | -341 | Closed |
|
| 255 |
255
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6.97K | -290 | Closed |
|
| 256 |
TWA
256
TCI Wealth Advisors
Tucson,
Arizona
| – | -$4.35K | -181 | Closed |
|
| 257 |
SFG
257
Steward Financial Group
Colleyville,
Texas
| – | -$1K | -60 | Closed |
|
| 258 |
EI
258
Ellevest Inc
New York
| – | -$865 | -36 | Closed |
|
| 259 |
FFA
259
Farther Finance Advisors
San Francisco,
California
| – | -$264 | -11 | Closed |
|
| 260 |
SC
260
Schubert & Co
Mckinney,
Texas
| – | -$265 | -11 | Closed |
|
| 261 |
CAL
261
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$229 | +11 | New |
|
| 262 |
AW
262
Avion Wealth
The Woodlands,
Texas
| – | +$521 | +25 | New |
|