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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$246K +$10.4K +16 +4%
BL
252
Balentine LLC
Georgia
$243K +$243K +372 New
WC
253
Westhampton Capital
North Carolina
$242K – – –
AWM
254
Affinity Wealth Management
Delaware
$239K +$2.61K +4 +1%
PP
255
Prudential plc
United Kingdom
$231K +$231K +354 New
SSWM
256
Smith Salley Wealth Management
North Carolina
$229K – – –
OAM
257
Oppenheimer Asset Management
New York
$223K +$24.8K +38 +13%
FFM
258
Forum Financial Management
Illinois
$209K – – –
NAM
259
Nexpoint Asset Management
Texas
$203K – – –
SP
260
Symmetry Partners
Connecticut
$203K +$202K +310 New
SWM
261
SeaCrest Wealth Management
New York
$188K +$188K +288 New
VI
262
Vestcor Inc
New Brunswick, Canada
$182K +$58K +89 +47%
FBT
263
First Bank & Trust
South Dakota
$163K +$13K +20 +9%
S
264
SignatureFD
Georgia
$159K +$20.9K +32 +15%
QC
265
Quent Capital
New York
$145K +$5.87K +9 +4%
SOW
266
State of Wyoming
Wyoming
$143K +$108K +166 +313%
CLOS
267
Compagnie Lombard Odier SCmA
Switzerland
$127K – – –
IA
268
IFP Advisors
Florida
$110K – – –
FA
269
Fortis Advisors
Pennsylvania
$98K +$48.9K +75 +100%
AIG
270
American International Group
New York
$93K +$10.4K +16 +13%
KBC Group
271
KBC Group
Belgium
$88K – – –
QCG
272
Quadrant Capital Group
Ohio
$67K +$9.78K +15 +17%
FIA
273
FNY Investment Advisers
New York
$65K +$65.2K +100 New
SPIA
274
Steward Partners Investment Advisory
New York
$63K – – –
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$61K +$33.2K +51 +121%