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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
476
Sandy Spring Bank
Maryland
$4.14K +$4.12K +3 New
BAAM
477
Baker Avenue Asset Management
California
$4.14K
CAM
478
Chesapeake Asset Management
New York
$4.14K
PB
479
Pinnacle Bancorp
Nebraska
$4.14K
RTL
480
Red Tortoise LLC
Georgia
$4.14K
RFG
481
RFP Financial Group
Georgia
$4.14K
SN
482
Sittner & Nelson
Oregon
$4.14K
Legacy Financial Group (Iowa)
483
Legacy Financial Group (Iowa)
Iowa
$4.14K +$4.12K +3 New
HL
484
HeadInvest LLC
Maine
$4.01K +$4.12K +3 New
AWM
485
Atticus Wealth Management
Florida
$2.76K
HI
486
Hoey Investments
Pennsylvania
$2.76K
LF
487
Lee Financial
Texas
$2.76K
WT
488
Washington Trust
Rhode Island
$2.76K
Jones Financial Companies
489
Jones Financial Companies
Missouri
$2.76K +$2.75K +2 New
GJIA
490
Glass Jacobson Investment Advisors
Maryland
$1.38K
ACM
491
Antonetti Capital Management
Florida
$1.38K +$1.37K +1 New
GI
492
Gradient Investments
Minnesota
$1.38K
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$1.38K
RWM
494
Raffa Wealth Management
District of Columbia
$1.38K
WWP
495
WR Wealth Planners
Missouri
$1.38K
HI
496
Harbour Investments
Wisconsin
$1.38K +$1.37K +1 New
AW
497
Avion Wealth
Texas
$1K
FGAM
498
Financial Gravity Asset Management
Texas
$311 -$1.76M -1,283 Closed
LP
499
LMR Partners
United Kingdom
-$42.3M -32,943 Closed
CCP
500
Clifford Capital Partners
Utah
-$9.15M -7,126 Closed