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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
QC
401
Quent Capital
New York
$525K
QLSGSCF
402
Quent Long Short Global Small Cap Fund
New York
$525K +$462K +245 New
DO
403
denkapparat Operations
Germany
$524K +$460K +244 New
KWA
404
Kingswood Wealth Advisors
California
$519K +$13.2K +7 +3%
KAS
405
Kestra Advisory Services
Texas
$502K +$24.5K +13 +6%
ASN
406
Advisory Services Network
Georgia
$500K -$32K -17 -7%
CCM
407
Coldstream Capital Management
Washington
$496K -$90.5K -48 -17%
BPA
408
Beacon Pointe Advisors
California
$494K -$141K -75 -25%
CL
409
Choreo LLC
Illinois
$490K +$52.8K +28 +14%
AA
410
ALPS Advisors
Colorado
$489K -$13.2K -7 -3%
S
411
SignatureFD
Georgia
$489K +$15.1K +8 +4%
RWM
412
Ritholtz Wealth Management
New York
$487K -$11.3K -6 -3%
VWM
413
Venturi Wealth Management
Texas
$487K -$11.3K -6 -3%
HT
414
Heritage Trust
Oklahoma
$483K -$82.9K -44 -16%
EAM
415
Erste Asset Management
Austria
$483K +$420K +223 New
AI
416
AdvisorShares Investments
Maryland
$479K -$17K -9 -4%
CIA
417
Concurrent Investment Advisors
Florida
$477K +$196K +104 +88%
PCS
418
Personal CFO Solutions
New Jersey
$475K +$66K +35 +19%
GWM
419
Greenwich Wealth Management
Connecticut
$469K +$26.4K +14 +7%
SO
420
STRS Ohio
Ohio
$466K -$18.8K -10 -4%
CGFA
421
Colton Groome Financial Advisors
North Carolina
$466K +$32K +17 +9%
BMSSC
422
B. Metzler seel. Sohn & Co
Germany
$464K
CIAS
423
Capital Investment Advisory Services
North Carolina
$459K -$336K -178 -45%
LWAM
424
Legacy Wealth Asset Management
Minnesota
$440K +$386K +205 New
Federated Hermes
425
Federated Hermes
Pennsylvania
$436K -$3.77K -2 -1%