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First Citizens BancShares
FCNCA

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$12.9K -$13.4K -7 -50%
BIA
552
Bell Investment Advisors
California
$12.9K -$1.91K -1 -13%
AT
553
Arlington Trust
Alabama
$12.9K – – –
GWSA
554
Global Wealth Strategies & Associates
Colorado
$12.9K – – –
GWM
555
Geneos Wealth Management
Colorado
$11K -$64.9K -34 -85%
GRP
556
Global Retirement Partners
California
$11K -$9.54K -5 -45%
FFO
557
Fortitude Family Office
Arizona
$11K – – –
HIA
558
Harbor Investment Advisory
Maryland
$11K – – –
KFI
559
Key Financial Inc
Pennsylvania
$9.21K – – –
GBT
560
Grove Bank & Trust
Florida
$7.36K +$7.63K +4 New
BF
561
BOK Financial
Oklahoma
$5.59K – – –
SIC
562
SJS Investment Consulting
Ohio
$5.52K -$1.91K -1 -25%
BGAI
563
Bruce G. Allen Investments
Colorado
$5.52K – – –
PB
564
Pinnacle Bancorp
Nebraska
$5.52K – – –
RTL
565
Red Tortoise LLC
Georgia
$5.52K – – –
SN
566
Sittner & Nelson
Oregon
$5.52K – – –
WCM
567
Westend Capital Management
California
$5.52K – – –
MCM
568
Manchester Capital Management
Vermont
$5.52K +$1.91K +1 +50%
CAM
569
Chesapeake Asset Management
New York
$5.52K – – –
CA
570
Continuum Advisory
Idaho
$4.3K +$3.82K +2 New
AFG
571
Albion Financial Group
Utah
$3.68K – – –
BBHC
572
Brown Brothers Harriman & Co
New York
$3.68K – – –
LWANC
573
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.68K – – –
PWMG
574
Prestige Wealth Management Group
New Jersey
$3.68K – – –
RWM
575
Raffa Wealth Management
District of Columbia
$3.68K – – –
21 22
23
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