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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Affinity Wealth Management
Delaware
$283K +$2.75K +2 +1%
Vontobel Holding
377
Vontobel Holding
Switzerland
$283K +$55K +40 +24%
GWM
378
Greenwich Wealth Management
Connecticut
$282K -$2.75K -2 -1%
CTA
379
Colonial Trust Advisors
South Carolina
$276K
JC
380
JCSD Capital
California
$276K +$275K +200 New
TRCT
381
Tower Research Capital (TRC)
New York
$272K -$1.05M -764 -80%
OR
382
Olympiad Research
Connecticut
$269K +$268K +195 New
CLOS
383
Compagnie Lombard Odier SCmA
Switzerland
$269K
AT
384
American Trust
Kentucky
$264K -$68.7K -50 -21%
GWANC
385
Guardian Wealth Advisors (North Carolina)
North Carolina
$264K
CB
386
Commerce Bank
Missouri
$264K +$262K +191 New
DWT
387
Dorsey & Whitney Trust
South Dakota
$261K +$2.75K +2 +1%
C
388
Covestor
United Kingdom
$260K -$26.1K -19 -9%
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$257K +$67.3K +49 +36%
MIM
390
Merrion Investment Management
New Jersey
$257K
FTDI
391
First Trust Direct Indexing
Massachusetts
$253K -$19.2K -14 -7%
BL
392
Balentine LLC
Georgia
$253K +$1.37K +1 +0.5%
VCA
393
Verdence Capital Advisors
Maryland
$251K +$30.2K +22 +14%
IC
394
IEQ Capital
California
$250K +$19.2K +14 +8%
BCV
395
Banque Cantonale Vaudoise
Switzerland
$248K -$165K -120 -40%
YIH
396
Y-Intercept (HK)
Hong Kong
$246K -$686K -499 -74%
HWM
397
HB Wealth Management
Georgia
$244K -$17.9K -13 -7%
SAM
398
Shell Asset Management
Netherlands
$243K -$2.75K -2 -1%
FHC
399
First Heartland Consultants
Missouri
$243K
BFG
400
Bleakley Financial Group
New Jersey
$240K -$16.5K -12 -6%