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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
476
Gotham Asset Management
New York
$250K
GFP
477
Gryphon Financial Partners
Ohio
$245K +$65.2K +32 +32%
FCP
478
Fidelis Capital Partners
Florida
$245K +$10.2K +5 +4%
Northwestern Mutual Wealth Management
479
Northwestern Mutual Wealth Management
Wisconsin
$245K +$2.04K +1 +0.8%
NP
480
Nilsine Partners
Colorado
$241K +$26.5K +13 +11%
SQA
481
Simon Quick Advisors
New Jersey
$239K +$50.9K +25 +24%
QFA
482
Quantum Financial Advisors
California
$239K
MFWP
483
Mosaic Family Wealth Partners
Missouri
$239K +$263K +129 New
YIM
484
Yoffe Investment Management
Pennsylvania
$237K
SFA
485
Sequoia Financial Advisors
Ohio
$234K -$371K -182 -59%
MCG
486
McCollum Christoferson Group
New York
$232K
MNBTD
487
Moody National Bank Trust Division
Texas
$228K
HGWM
488
Horst & Graben Wealth Management
Oregon
$226K +$248K +122 New
MWM
489
Modera Wealth Management
New Jersey
$226K -$18.3K -9 -7%
MAC
490
Mason & Associates (California)
California
$224K
BIG
491
Brookwood Investment Group
Arizona
$223K +$244K +120 New
FWIA
492
Fort Washington Investment Advisors
Ohio
$222K
DC
493
Davenport & Co
Virginia
$221K +$242K +119 New
CIA
494
Concurrent Investment Advisors
Florida
$217K
TWM
495
TCFG Wealth Management
California
$213K -$20.4K -10 -8%
CI
496
Cigna Investments
Connecticut
$212K -$14.3K -7 -6%
BTC
497
Bank & Trust Company
Illinois
$211K
MKA
498
M. Kulyk & Associates
Georgia
$211K
SCM
499
Stevens Capital Management
Pennsylvania
$211K +$232K +114 New
SFI
500
Siemens Fonds Invest
Germany
$210K +$14.3K +7 +7%