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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
326
Janiczek Wealth Management
Colorado
$3K – – –
SC
327
Schubert & Co
Texas
$3K +$779 +1 +33%
UMB Bank
328
UMB Bank
Missouri
$3K +$3.11K +4 New
CI
329
Cordant Inc
Oregon
$3K +$3.89K +5 New
EARNEST Partners
330
EARNEST Partners
Georgia
$3K +$3.89K +5 New
Sageworth Trust
331
Sageworth Trust
Pennsylvania
$3K +$3.89K +5 New
CI
332
Carroll Investors
South Carolina
$3K +$4.67K +6 New
Federated Hermes
333
Federated Hermes
Pennsylvania
$2K – – –
Washington Trust
334
Washington Trust
Rhode Island
$2K – – –
GWS
335
Glassman Wealth Services
Virginia
$2K +$2.34K +3 New
MCM
336
Manchester Capital Management
Vermont
$2K +$2.34K +3 New
MCC
337
Money Concepts Capital
Florida
$2K +$2.34K +3 New
SN
338
Sittner & Nelson
Oregon
$2K +$2.34K +3 New
T
339
TCWP
Ohio
$2K +$3.11K +4 New
APA
340
American Portfolios Advisors
New York
$2K +$2.34K +3 New
ACM
341
AUA Capital Management
Pennsylvania
$1K -$3.11K -4 -67%
BWA
342
BDO Wealth Advisors
Florida
$1K – – –
PFBT
343
Parkside Financial Bank & Trust
Missouri
$1K – – –
Benjamin F. Edwards & Company
344
Benjamin F. Edwards & Company
Missouri
$1K +$779 +1 New
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$779 +1 New
SIC
346
SJS Investment Consulting
Ohio
$1K +$779 +1 New
TSWM
347
Tyler-Stone Wealth Management
Ohio
$1K +$779 +1 New
DI
348
Disciplined Investments
Oklahoma
$1K +$1.56K +2 New
FMP
349
Financial Management Professionals
Texas
$1K +$1.56K +2 New
TFO
350
Tarbox Family Office
California
$1K +$1.56K +2 New