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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
B. Metzler seel. Sohn & Co
401
B. Metzler seel. Sohn & Co
Germany
$305K – – –
C
402
Covestor
United Kingdom
$297K +$28.1K +20 +11%
Baird Financial Group
403
Baird Financial Group
Wisconsin
$297K -$1.4K -1 -0.5%
WP
404
WealthShield Partners
North Carolina
$295K +$292K +208 New
AWM
405
Affinity Wealth Management
Delaware
$291K – – –
FIM
406
Freedom Investment Management
Connecticut
$291K -$29.5K -21 -9%
GWM
407
Greenwich Wealth Management
Connecticut
$290K – – –
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$290K +$25.3K +18 +10%
GTS Securities
409
GTS Securities
Florida
$287K +$284K +202 New
Hennessy Advisors Inc
410
Hennessy Advisors Inc
California
$284K -$843K -600 -75%
CTA
411
Colonial Trust Advisors
South Carolina
$284K – – –
TW
412
TritonPoint Wealth
Maryland
$284K +$281K +200 New
Balentine LLC
413
Balentine LLC
Georgia
$282K +$22.5K +16 +9%
Smartleaf Asset Management
414
Smartleaf Asset Management
Massachusetts
$280K +$274K +195 New
MC
415
Machina Capital
France
$280K +$277K +197 New
Bleakley Financial Group
416
Bleakley Financial Group
New Jersey
$278K +$30.9K +22 +13%
Simplicity Solutions
417
Simplicity Solutions
Minnesota
$278K +$30.9K +22 +13%
IFP Advisors
418
IFP Advisors
Florida
$277K +$56.2K +40 +26%
Vontobel Holding
419
Vontobel Holding
Switzerland
$272K -$18.3K -13 -6%
Meitav Investment House
420
Meitav Investment House
Israel
$272K +$265K +189 New
GWANC
421
Guardian Wealth Advisors (North Carolina)
North Carolina
$271K – – –
HB Wealth Management
422
HB Wealth Management
Georgia
$271K +$19.7K +14 +8%
HT
423
Headlands Technologies
Illinois
$271K +$194K +138 +260%
Advisory Services Network
424
Advisory Services Network
Georgia
$265K +$263K +187 New
DWT
425
Dorsey & Whitney Trust
South Dakota
$265K -$2.81K -2 -1%