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First Republic Bank
First Republic Bank. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 12 Institutional holders with a total value of $25,440,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TOCQUEVILLE ASSET MANAGEMENT L.P. 224,040 12,096,000 47.55%
2 Hugh Johnson Advisors LLC 73,350 3,960,000 15.57%
3 PATTEN & PATTEN INC/TN 47,825 2,582,000 10.15%
4 Convergence Investment Partners, LLC 34,034 1,837,000 7.22%
5 DEARBORN PARTNERS LLC 33,100 1,787,000 7.02%
6 J.P. Morgan Private Wealth Advisors LLC 23,487 1,268,000 4.98%
7 CAPITAL MANAGEMENT ASSOCIATES /NY/ 10,000 540,000 2.12%
8 Veritable, L.P. 9,474 512,000 2.01%
9 Wellington Shields Capital Management, LLC 6,400 346,000 1.36%
10 World Asset Management Inc 6,022 325,000 1.28%
11 ELEFANTE MICHAEL B 3,120 168,000 0.66%
12 Plante Moran Financial Advisors, LLC 348 19,000 0.07%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.