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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
Choreo LLC
401
Choreo LLC
Illinois
$385K -$17.2K -9 -4%
TW
402
TritonPoint Wealth
Maryland
$383K +$1.91K +1 +0.5%
ABN AMRO Investment Solutions
403
ABN AMRO Investment Solutions
$374K -$212K -111 -35%
Summit Trail Advisors
404
Summit Trail Advisors
New York
$373K +$32.4K +17 +9%
AFG
405
Argent Financial Group
Louisiana
$372K +$385K +202 New
Avantax Advisory Services
406
Avantax Advisory Services
Texas
$369K -$3.82K -2 -1%
CTA
407
Colonial Trust Advisors
South Carolina
$368K – – –
CGFA
408
Colton Groome Financial Advisors
North Carolina
$368K – – –
RK
409
Rather & Kittrell
Tennessee
$368K +$382K +200 New
HB Wealth Management
410
HB Wealth Management
Georgia
$365K +$21K +11 +6%
S
411
SimplyRich
California
$358K +$372K +195 New
Mirae Asset Global ETFs Holdings
412
Mirae Asset Global ETFs Holdings
Hong Kong
$357K +$7.63K +4 +2%
VWM
413
Venturi Wealth Management
Texas
$355K +$1.91K +1 +0.5%
Meitav Investment House
414
Meitav Investment House
Israel
$355K +$32.4K +17 +11%
ALPS Advisors
415
ALPS Advisors
Colorado
$353K -$68.7K -36 -16%
Ossiam
416
Ossiam
France
$352K +$11.4K +6 +3%
T
417
TOBAM
France
$350K -$63K -33 -15%
DWT
418
Dorsey & Whitney Trust
South Dakota
$344K – – –
Stratos Wealth Partners
419
Stratos Wealth Partners
Ohio
$344K +$355K +186 New
Rakuten Investment Management
420
Rakuten Investment Management
Japan
$343K +$87.8K +46 +33%
MIM
421
Merrion Investment Management
New Jersey
$342K – – –
Salem Investment Counselors
422
Salem Investment Counselors
North Carolina
$341K – – –
Advisory Services Network
423
Advisory Services Network
Georgia
$340K – – –
GWANC
424
Guardian Wealth Advisors (North Carolina)
North Carolina
$339K -$13.4K -7 -4%
SWM
425
SeaCrest Wealth Management
New York
$326K +$22.9K +12 +7%