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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
526
Brooklyn Investment Group
New York
$38.7K +$40.1K +21 New
LFA
527
LGT Financial Advisors
Texas
$35K – – –
BWP
528
Baldwin Wealth Partners
Massachusetts
$31.3K +$32.4K +17 New
Federated Hermes
529
Federated Hermes
Pennsylvania
$29.5K -$609K -319 -95%
CWC
530
Carolinas Wealth Consulting
North Carolina
$27.7K -$1.91K -1 -6%
BHWM
531
Beaird Harris Wealth Management
Texas
$27.6K – – –
VCM
532
Versant Capital Management
Arizona
$27.6K +$5.72K +3 +25%
LOIP
533
Live Oak Investment Partners
Texas
$25.8K – – –
PP
534
PFS Partners
New Jersey
$24.2K – – –
MG
535
Mather Group
Illinois
$23.9K -$5.72K -3 -19%
AF
536
Allworth Financial
California
$23.9K +$5.72K +3 +30%
IAIM
537
International Assets Investment Management
Florida
$23.9K – – –
HNB
538
Huntington National Bank
Ohio
$22.1K -$1.91K -1 -8%
HWM
539
Hemington Wealth Management
Virginia
$19K +$19.1K +10 New
CFB
540
Cullen/Frost Bankers
Texas
$18.4K +$5.72K +3 +43%
CSC
541
Caldwell Sutter Capital
California
$18.4K – – –
PWMG
542
Private Wealth Management Group
New Jersey
$18.4K – – –
CTB
543
Country Trust Bank
Illinois
$18.4K +$19.1K +10 New
FHA
544
First Horizon Advisors
Tennessee
$18.4K +$3.82K +2 +25%
RA
545
Rise Advisors
New York
$16.9K – – –
OLVIG
546
Oliver Lagore Vanvalin Investment Group
Michigan
$16.6K – – –
JWA
547
JFS Wealth Advisors
Pennsylvania
$14.7K – – –
SWM
548
Spire Wealth Management
Virginia
$14.7K – – –
LFG
549
Larson Financial Group
Missouri
$14.7K +$3.82K +2 +33%
ACA
550
Atlas Capital Advisors
Wyoming
$14.7K – – –