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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
551
Chesapeake Asset Management
New York
$5.05K – – –
S
552
Sachetta
Massachusetts
$4.26K – – –
AFG
553
Albion Financial Group
Utah
$3.37K – – –
HI
554
Hoey Investments
Pennsylvania
$3.37K – – –
LWANC
555
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.37K – – –
MCM
556
Manchester Capital Management
Vermont
$3.37K +$3.35K +2 New
PWMG
557
Prestige Wealth Management Group
New Jersey
$3.37K +$3.35K +2 New
HI
558
Harbour Investments
Wisconsin
$3.37K – – –
IFAM
559
Institutional & Family Asset Management
Colorado
$3.37K – – –
RWM
560
Raffa Wealth Management
District of Columbia
$3.37K +$1.67K +1 +100%
BBHC
561
Brown Brothers Harriman & Co
New York
$3.37K +$3.35K +2 New
LFA
562
Legend Financial Advisors
Pennsylvania
$3.37K +$3.35K +2 New
RIL
563
Rothschild Investment LLC
Illinois
$3.37K +$3.35K +2 New
TFF
564
The Family Firm
Maryland
$3.37K +$3.35K +2 New
Kayne Anderson Rudnick Investment Management
565
Kayne Anderson Rudnick Investment Management
California
$1.98K – – –
TWC
566
TD Waterhouse Canada
Ontario, Canada
$1.7K +$1.67K +1 New
DPW
567
DiNuzzo Private Wealth
Pennsylvania
$1.68K -$3.35K -2 -67%
DWA
568
Delos Wealth Advisors
Texas
$1.68K – – –
RS
569
Rakuten Securities
Japan
$1.68K – – –
W
570
WealthCollab
Washington
$1.68K – – –
WWP
571
WR Wealth Planners
Missouri
$1.68K – – –
N
572
Natixis
France
$1.68K +$1.67K +1 New
TCOV
573
Trust Company of Vermont
Vermont
$1.68K +$1.67K +1 New
WT
574
Whittier Trust
California
$1.68K – – –
AW
575
Avion Wealth
Texas
$1K – – –