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

Institutional Holders (2016Q4)
Portfolio Summary: 15 Institutional holders with a total value of $28,567,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Evercore Wealth Management, LLC 1,200 111,000 0.39%
2 PATTEN & PATTEN INC/TN 2,323 214,000 0.75%
3 HOLLENCREST CAPITAL MANAGEMENT 2,500 230,000 0.81%
4 Douglass Winthrop Advisors, LLC 2,586 238,000 0.83%
5 LOEB PARTNERS CORP 4,000 368,000 1.29%
6 World Asset Management Inc 5,336 492,000 1.72%
7 S&CO INC 5,790 533,000 1.87%
8 ICON ADVISERS INC/CO 6,500 599,000 2.10%
9 CAPITAL MANAGEMENT ASSOCIATES /NY/ 7,000 645,000 2.26%
10 Veritable, L.P. 11,360 1,047,000 3.67%
11 Wellington Shields Capital Management, LLC 15,360 1,415,000 4.95%
12 D L CARLSON INVESTMENT GROUP INC 21,593 1,990,000 6.97%
13 J.P. Morgan Private Wealth Advisors LLC 29,633 2,731,000 9.56%
14 Hugh Johnson Advisors LLC 77,770 7,166,000 25.08%
15 Main Street Research LLC 117,085 10,788,000 37.76%

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.