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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
251
Mariner
Kansas
$490K -$61.6K -83 -14%
TIM
252
Timelo Investment Management
Ontario, Canada
$487K +$371K +500 New
PFA
253
Pettinga Financial Advisors
Indiana
$472K
KF
254
Krilogy Financial
Missouri
$468K -$16.3K -22 -4%
LS
255
Livforsakringsbolaget Skandia
Sweden
$467K -$594K -800 -63%
GT
256
Greenleaf Trust
Michigan
$463K -$7.43K -10 -2%
COI
257
Connable Office Inc
Michigan
$459K +$351K +472 New
TCM
258
Tandem Capital Management
New Jersey
$457K +$141K +190 +68%
I
259
InceptionR
California
$453K +$346K +466 New
AA
260
Ancora Advisors
Ohio
$446K +$340K +458 New
CNBT
261
Canandaigua National Bank & Trust
New York
$443K +$338K +455 New
EWA
262
Exencial Wealth Advisors
Oklahoma
$439K -$76.5K -103 -19%
Royal London Asset Management
263
Royal London Asset Management
United Kingdom
$435K +$332K +447 New
SWS
264
SYSTM Wealth Solutions
Illinois
$423K -$235K -317 -42%
TSWM
265
Triangle Securities Wealth Management
North Carolina
$422K
Creative Planning
266
Creative Planning
Kansas
$416K -$126K -170 -28%
SP
267
Symmetry Partners
Connecticut
$409K
PCA
268
Private Capital Advisors
Connecticut
$408K +$311K +419 New
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$402K -$8.17K -11 -2%
LFAS
270
Level Four Advisory Services
Texas
$394K -$1.98M -2,668 -87%
BCWM
271
Bartlett & Co Wealth Management
Ohio
$394K
BC
272
Bartlett & Co
Ohio
$394K
IRC
273
Investors Research Corp
Georgia
$392K -$13.4K -18 -4%
MMA
274
Mizuho Markets Americas
New York
$378K +$288K +388 New
MMC
275
Mizuho Markets Cayman
Cayman Islands
$378K +$288K +388 New