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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
551
Beaird Harris Wealth Management
Texas
$31.7K – – –
Allworth Financial
552
Allworth Financial
California
$31.1K +$2.1K +1 +8%
LOIP
553
Live Oak Investment Partners
Texas
$29.6K – – –
PP
554
PFS Partners
New Jersey
$27.8K – – –
TFA
555
Toth Financial Advisory
Virginia
$23.2K -$31.4K -15 -58%
MassMutual Private Wealth & Trust
556
MassMutual Private Wealth & Trust
Connecticut
$23.2K +$8.38K +4 +57%
Lazard Asset Management
557
Lazard Asset Management
New York
$23K -$2.91M -1,388 -99%
PWMG
558
Private Wealth Management Group
New Jersey
$21.1K – – –
Huntington National Bank
559
Huntington National Bank
Ohio
$21.1K -$4.19K -2 -17%
CSC
560
Caldwell Sutter Capital
California
$21.1K – – –
Country Trust Bank
561
Country Trust Bank
Illinois
$21.1K – – –
First Horizon Advisors
562
First Horizon Advisors
Tennessee
$21.1K – – –
RA
563
Rise Advisors
New York
$19.4K – – –
OLVIG
564
Oliver Lagore Vanvalin Investment Group
Michigan
$19K – – –
KFI
565
Key Financial Inc
Pennsylvania
$19K +$8.38K +4 +80%
Spire Wealth Management
566
Spire Wealth Management
Virginia
$17K – – –
Cullen/Frost Bankers
567
Cullen/Frost Bankers
Texas
$16.9K -$4.19K -2 -20%
JWA
568
JFS Wealth Advisors
Pennsylvania
$16.9K – – –
ACA
569
Atlas Capital Advisors
Wyoming
$16.9K – – –
Larson Financial Group
570
Larson Financial Group
Missouri
$16.9K – – –
BIA
571
Bell Investment Advisors
California
$14.8K – – –
AT
572
Arlington Trust
Alabama
$14.8K – – –
GWSA
573
Global Wealth Strategies & Associates
Colorado
$14.8K – – –
GBT
574
Grove Bank & Trust
Florida
$14.8K +$6.29K +3 +75%
T
575
Transce3nd
Texas
$14.8K +$14.7K +7 New