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First Citizens BancShares
FCNCA

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
526
Financial Management Professionals
Texas
$15K +$15.1K +9 New
ACA
527
Atlas Capital Advisors
Wyoming
$13.5K – – –
BIA
528
Bell Investment Advisors
California
$13.5K – – –
FHA
529
First Horizon Advisors
Tennessee
$13.5K – – –
JWA
530
JFS Wealth Advisors
Pennsylvania
$13.5K – – –
SWM
531
Spire Wealth Management
Virginia
$13.5K +$13.4K +8 New
AT
532
Arlington Trust
Alabama
$11.8K – – –
GWSA
533
Global Wealth Strategies & Associates
Colorado
$11.8K – – –
CFB
534
Cullen/Frost Bankers
Texas
$11.8K +$11.7K +7 New
HIA
535
Harbor Investment Advisory
Maryland
$10.1K -$6.69K -4 -40%
LFG
536
Larson Financial Group
Missouri
$10.1K – – –
FFO
537
Fortitude Family Office
Arizona
$10.1K +$6.69K +4 +200%
ATPW
538
Ashton Thomas Private Wealth
Arizona
$10.1K +$10K +6 New
FFA
539
Frazier Financial Advisors
Ohio
$8.42K +$1.67K +1 +25%
KFI
540
Key Financial Inc
Pennsylvania
$8.42K +$8.36K +5 New
SIC
541
SJS Investment Consulting
Ohio
$6.74K – – –
PTC
542
Private Trust Company
Ohio
$6.73K – – –
WCM
543
Westend Capital Management
California
$5.09K – – –
SWS
544
SYSTM Wealth Solutions
Illinois
$5.05K -$430K -257 -99%
BF
545
BOK Financial
Oklahoma
$5.05K -$46.8K -28 -90%
BGAI
546
Bruce G. Allen Investments
Colorado
$5.05K – – –
PB
547
Pinnacle Bancorp
Nebraska
$5.05K – – –
RTL
548
Red Tortoise LLC
Georgia
$5.05K – – –
SN
549
Sittner & Nelson
Oregon
$5.05K – – –
MAM
550
Meeder Asset Management
Ohio
$5.05K +$5.02K +3 New
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