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First California Financial Group, Inc. (FCAL)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
Miracle Mile Advisors, LLC 465,00811,36522,780,745,0000.69  Hist 06/30/2023
LPL Financial LLC 247,80420,52112,199,408,0000.01  Hist 03/31/2023
Rockefeller Capital Management L.P. 153,5061,5277,520,324,0000.03  Hist 06/30/2023
MORGAN STANLEY 148,057124,3987,253,312,0000.00  Hist 06/30/2023
Citizens Business Bank 87,398-2504,281,630,0000.96  Hist 06/30/2023
JANE STREET GROUP, LLC 71,339-33,1963,494,898,0000.00  Hist 06/30/2023
ROYAL BANK OF CANADA 58,56115,3752,869,000,0000.00  Hist 06/30/2023
Mariner, LLC 34,55222,9151,693,000,0000.00  Hist 06/30/2023
ADVISOR GROUP HOLDINGS, INC. 33,5602,0251,644,102,000   Hist 06/30/2023
Magnus Financial Group LLC 28,128291,328,767,0000.19  Hist 09/30/2023
Allworth Financial LP 24,662-86,7591,208,192,0000.01  Hist 06/30/2023
Running Point Capital Advisors, LLC 23,2391441,138,479,0000.64  Hist 06/30/2023
Integrated Wealth Concepts LLC 22,198-1,3751,087,470,0000.02  Hist 06/30/2023
UBS Group AG 21,60114,2601,058,233,0000.00  Hist 06/30/2023
ENVESTNET ASSET MANAGEMENT INC 21,18121,1811,037,649,0000.00  Hist 06/30/2023
MANCHESTER FINANCIAL INC 21,12001,034,669,0000.29  Hist 06/30/2023
HighTower Advisors, LLC 20,9864661,027,000,0000.00  Hist 06/30/2023
FLAGSTAR ADVISORS INC. 16,84316,843825,122,0000.31  Hist 06/30/2023
Snowden Capital Advisors LLC 15,1029739,858,0000.03  Hist 06/30/2023
Financial Advocates Investment Management 14,409-2,141705,921,0000.05  Hist 06/30/2023
INTEGRAL INVESTMENT ADVISORS, INC. 14,8251,775700,333,0000.49  Hist 09/30/2023
Perennial Investment Advisors, LLC 13,7965,046675,866,0000.12  Hist 06/30/2023
STIFEL FINANCIAL CORP 13,122-192642,847,0000.00  Hist 06/30/2023
TriaGen Wealth Management LLC 11,67411,674571,909,0000.26  Hist 06/30/2023
AVANTAX ADVISORY SERVICES, INC. 10,85910,859531,962,0000.01  Hist 06/30/2023
Warren Street Wealth Advisors, LLC 10,355-1,532507,291,0000.33  Hist 06/30/2023
Stratos Wealth Advisors, LLC 9,3479,347457,910,0000.03  Hist 06/30/2023
Towerpoint Wealth, LLC 5,305-100,226261,165,0000.15  Hist 03/31/2023
Kestra Advisory Services, LLC 5,3065,306259,941,0000.00  Hist 06/30/2023
WELLS FARGO & COMPANY/MN 3,6233,623177,480,0000.00  Hist 06/30/2023
Ameritas Investment Partners, Inc. 3,0671,500150,247,0000.01  Hist 06/30/2023
HARBOUR INVESTMENTS, INC. 1,9301,93093,393,0000.01  Hist 12/31/2022
CHILTON CAPITAL MANAGEMENT LLC 1,4141,41469,272,0000.00  Hist 06/30/2023
Westside Investment Management, Inc. 70,80060,4003,426,0000.01  Hist 12/31/2022
Mutual Advisors, LLC 26,9512611,304,0000.09  Hist 06/30/2022
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