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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
501
Arax Advisory Partners
Colorado
$45.5K +$45.2K +27 New
CFGS
502
Concourse Financial Group Securities
Alabama
$45.5K -$23.4K -14 -34%
GI
503
GAMMA Investing
California
$45.5K +$8.36K +5 +23%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$43.8K -$8.36K -5 -16%
SAM
505
Smartleaf Asset Management
Massachusetts
$43.7K -$192K -115 -82%
VSQM
506
V-Square Quantitative Management
Illinois
$35.4K +$35.1K +21 New
LFA
507
LGT Financial Advisors
Texas
$32K – – –
LC
508
Lindbrook Capital
California
$32K +$3.35K +2 +12%
CWC
509
Carolinas Wealth Consulting
North Carolina
$27K – – –
MG
510
Mather Group
Illinois
$26.2K -$5.02K -3 -16%
BHWM
511
Beaird Harris Wealth Management
Texas
$25.3K – – –
PFBT
512
Parkside Financial Bank & Trust
Missouri
$23.6K – – –
LOIP
513
Live Oak Investment Partners
Texas
$23.6K – – –
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$23.6K +$18.4K +11 +367%
PP
515
PFS Partners
New Jersey
$22.1K – – –
HNB
516
Huntington National Bank
Ohio
$21.9K – – –
IAIM
517
International Assets Investment Management
Florida
$21.9K +$21.7K +13 New
VCM
518
Versant Capital Management
Arizona
$20.2K +$1.67K +1 +9%
GRP
519
Global Retirement Partners
California
$18.5K +$5.02K +3 +38%
AF
520
Allworth Financial
California
$18.3K +$1.67K +1 +11%
PWMG
521
Private Wealth Management Group
New Jersey
$16.8K -$21.7K -13 -57%
JWM
522
Janiczek Wealth Management
Colorado
$16.8K -$1.67K -1 -9%
CSC
523
Caldwell Sutter Capital
California
$16.8K – – –
RA
524
Rise Advisors
New York
$15.4K – – –
OLVIG
525
Oliver Lagore Vanvalin Investment Group
Michigan
$15.2K – – –