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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
301
Pathstone Family Office
New Jersey
$656K +$124K +90 +23%
MF
302
Magnetar Financial
Illinois
$651K -$360K -262 -36%
CCM
303
Community Capital Management
Florida
$635K -$82.5K -60 -12%
TCM
304
Tandem Capital Management
New Jersey
$633K
EWA
305
Exencial Wealth Advisors
Oklahoma
$632K +$2.75K +2 +0.4%
KPWS
306
Kestra Private Wealth Services
Texas
$621K -$5.5K -4 -0.9%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$611K +$179K +130 +42%
PCA
308
Private Capital Advisors
Connecticut
$606K +$27.5K +20 +5%
BMCM
309
Burns Matteson Capital Management
New York
$606K +$603K +439 New
GT
310
Greenleaf Trust
Michigan
$600K -$17.9K -13 -3%
Allspring Global Investments
311
Allspring Global Investments
North Carolina
$592K -$10.2M -7,421 -95%
WP
312
WealthSource Partners
California
$589K +$2.75K +2 +0.5%
SP
313
Symmetry Partners
Connecticut
$580K
HighTower Advisors
314
HighTower Advisors
Illinois
$580K +$63.2K +46 +12%
BC
315
Bartlett & Co
Ohio
$559K
BCWM
316
Bartlett & Co Wealth Management
Ohio
$559K
APG Asset Management
317
APG Asset Management
Netherlands
$552K
BC
318
Burney Company
Virginia
$549K
RWM
319
Ritholtz Wealth Management
New York
$502K +$500K +364 New
AA
320
Ancora Advisors
Ohio
$501K
PAG
321
Private Advisor Group
New Jersey
$497K +$2.75K +2 +0.6%
CM
322
Capula Management
Cayman Islands
$497K +$495K +360 New
CNBT
323
Canandaigua National Bank & Trust
New York
$490K -$4.12K -3 -0.8%
LFAS
324
Level Four Advisory Services
Texas
$468K -$77K -56 -14%
I
325
InceptionR
California
$450K +$186K +135 +71%