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First Citizens BancShares
FCNCA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
476
Personal CFO Solutions
New Jersey
$264K +$262K +125 New
MCG
477
McCollum Christoferson Group
New York
$264K – – –
TWM
478
TCFG Wealth Management
California
$264K +$21K +10 +9%
GM
479
GeoWealth Management
Illinois
$260K +$94.3K +45 +58%
MNBTD
480
Moody National Bank Trust Division
Texas
$260K -$4.19K -2 -2%
CI
481
Cigna Investments
Connecticut
$256K – – –
MAC
482
Mason & Associates (California)
California
$256K – – –
FWIA
483
Fort Washington Investment Advisors
Ohio
$254K – – –
CCG
484
Catalina Capital Group
California
$249K +$18.9K +9 +8%
CIA
485
Concurrent Investment Advisors
Florida
$247K +$16.8K +8 +7%
NP
486
Nilsine Partners
Colorado
$247K – – –
OAM
487
Ostrum Asset Management
France
$245K -$1.95M -932 -89%
DIM
488
Delta Investment Management
California
$241K +$239K +114 New
BTC
489
Bank & Trust Company
Illinois
$241K – – –
MKA
490
M. Kulyk & Associates
Georgia
$241K – – –
CT
491
Colonial Trust
South Carolina
$239K – – –
CIAS
492
Capital Investment Advisory Services
North Carolina
$239K +$237K +113 New
BRWA
493
B. Riley Wealth Advisors
Florida
$238K +$4.19K +2 +2%
FFA
494
Founders Financial Alliance
North Carolina
$237K – – –
CNBT
495
Canandaigua National Bank & Trust
New York
$228K -$103K -49 -31%
FAT
496
First American Trust
California
$226K +$224K +107 New
P
497
Pitcairn
Pennsylvania
$224K -$12.6K -6 -5%
SFI
498
Siemens Fonds Invest
Germany
$224K +$222K +106 New
SQA
499
Simon Quick Advisors
New Jersey
$220K -$52.4K -25 -19%
SFS
500
Symphony Financial Services
Ohio
$220K +$218K +104 New
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