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First Citizens BancShares
FCNCA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
576
Basecamp Wealth Advisors
Washington
$23.6K +$20.7K +11 New
CSC
577
Caldwell Sutter Capital
California
$21.5K – – –
PWMG
578
Private Wealth Management Group
New Jersey
$21.5K – – –
PTC
579
Private Trust Company
Ohio
$21.5K +$5.66K +3 +43%
BFS
580
Beacon Financial Strategies
North Carolina
$21.5K +$18.8K +10 New
SAG
581
SageView Advisory Group
California
$21.5K +$18.8K +10 New
HNB
582
Huntington National Bank
Ohio
$21.5K – – –
CA
583
CoreCap Advisors
Michigan
$19.3K +$17K +9 New
RBI
584
Raiffeisen Bank International
Austria
$17.3K – – –
MCI
585
MRP Capital Investments
Georgia
$17.2K -$509K -270 -97%
SWM
586
Spire Wealth Management
Virginia
$17.2K – – –
FHC
587
First Horizon Corporation
Tennessee
$17.2K +$1.89K +1 +14%
RIL
588
Rothschild Investment LLC
Illinois
$17.2K +$1.89K +1 +14%
FFO
589
Fortitude Family Office
Arizona
$17.2K +$3.77K +2 +33%
KFAS
590
Keating Financial Advisory Services
Kansas
$17.2K +$15.1K +8 New
FAMI
591
Fideuram Asset Management (Ireland)
$16.6K +$15.1K +8 New
BIA
592
Bell Investment Advisors
California
$15K – – –
MCM
593
MAI Capital Management
Ohio
$15K +$3.77K +2 +40%
HC
594
Hara Capital
Washington
$15K – – –
GRP
595
Global Retirement Partners
California
$15K +$1.89K +1 +17%
1CP
596
1015 Capital Partners
Pennsylvania
$15K +$13.2K +7 New
SL
597
Salomon & Ludwin
Virginia
$13.1K – – –
OP
598
ORG Partners
Indiana
$12.9K +$3.77K +2 +50%
TCOV
599
Trust Company of Vermont
Vermont
$12.9K +$11.3K +6 New
BW
600
Basepoint Wealth
Iowa
$10.8K +$9.42K +5 New
22 23
24
25 26