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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
326
Steward Financial Group
Texas
$3K +$3.26K +5 New
SC
327
Schubert & Co
Texas
$2K -$652 -1 -25%
SN
328
Sittner & Nelson
Oregon
$2K
WT
329
Washington Trust
Rhode Island
$2K
DI
330
Disciplined Investments
Oklahoma
$2K +$652 +1 +50%
CAL
331
Capital Advisors Ltd
Ohio
$2K +$1.96K +3 New
HI
332
Harbour Investments
Wisconsin
$2K +$1.96K +3 New
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$1K -$3.26K -5 -71%
Federated Hermes
334
Federated Hermes
Pennsylvania
$1K -$652 -1 -33%
BWA
335
BDO Wealth Advisors
Florida
$1K
BFEC
336
Benjamin F. Edwards & Company
Missouri
$1K
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TSWM
338
Tyler-Stone Wealth Management
Ohio
$1K
AF
339
Allworth Financial
California
$1K +$652 +1 New
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$1K +$652 +1 New
WT
341
Whittier Trust
California
$1K +$652 +1 New
RWM
342
Raffa Wealth Management
District of Columbia
$654
ONST
343
Old North State Trust
North Carolina
$330
Lord, Abbett & Co
344
Lord, Abbett & Co
New Jersey
-$55.9M -84,019 Closed
DKCM
345
Davidson Kempner Capital Management
New York
-$41.4M -62,220 Closed
IM
346
Islet Management
New York
-$9.98M -15,000 Closed
E
347
Ergoteles
New York
-$9.16M -13,756 Closed
NMVA
348
New Mountain Vantage Advisers
New York
-$8.47M -12,721 Closed
N
349
Natixis
France
-$7.71M -11,580 Closed
PFMOSF
350
Philadelphia Financial Management of San Francisco
California
-$5.65M -8,491 Closed