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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$520K
BC
302
Burney Company
Virginia
$510K -$265K -229 -37%
LFAS
303
Level Four Advisory Services
Texas
$507K -$11.6K -10 -2%
PAG
304
Private Advisor Group
New Jersey
$506K +$414K +358 New
Twin Tree Management
305
Twin Tree Management
Texas
$499K -$3.46M -2,987 -88%
CS
306
Candriam SCA
Luxembourg
$498K +$449K +388 New
HF
307
HRT Financial
New York
$480K +$433K +374 New
HighTower Advisors
308
HighTower Advisors
Illinois
$479K +$184K +159 +75%
PFO
309
Pathstone Family Office
New Jersey
$477K -$1.16K -1 -0.3%
ONGA
310
O'Neil Global Advisors
California
$472K +$426K +368 New
APG Asset Management
311
APG Asset Management
Netherlands
$471K +$116K +100 +33%
AA
312
Ancora Advisors
Ohio
$466K -$110K -95 -21%
CNBT
313
Canandaigua National Bank & Trust
New York
$459K -$112K -97 -21%
SSWM
314
Smith Salley Wealth Management
North Carolina
$459K +$9.25K +8 +2%
KI
315
Kapitalo Investimentos
Brazil
$456K +$194K +168 +90%
AIM
316
Achmea Investment Management
Netherlands
$437K +$369K +319 +1,450%
CIM
317
Cambria Investment Management
California
$422K +$381K +329 New
FFM
318
Forum Financial Management
Illinois
$411K
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$408K +$16.2K +14 +5%
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$402K +$325K +281 +878%
O
321
Ossiam
France
$400K +$204K +176 +129%
MFG
322
Marmo Financial Group
Tennessee
$394K
SFA
323
Sequoia Financial Advisors
Ohio
$386K +$348K +301 New
DADC
324
D.A. Davidson & Co
Montana
$385K
BCV
325
Banque Cantonale Vaudoise
Switzerland
$385K +$347K +300 New