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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$4.23K -$8.38K -4 -67%
CA
602
Continuum Advisory
Idaho
$4.23K
RWM
603
Raffa Wealth Management
District of Columbia
$4.23K
RIL
604
Rothschild Investment LLC
Illinois
$4.23K
LFA
605
Legend Financial Advisors
Pennsylvania
$4.23K +$4.19K +2 New
HFM
606
Harvest Fund Management
China
$4K -$115K -55 -96%
Kayne Anderson Rudnick Investment Management
607
Kayne Anderson Rudnick Investment Management
California
$2.48K -$147K -70 -99%
AWM
608
Abound Wealth Management
Tennessee
$2.11K
W
609
WealthCollab
Washington
$2.11K
HWA
610
HHM Wealth Advisors
Tennessee
$2.11K +$2.1K +1 New
HI
611
Harbour Investments
Wisconsin
$2.11K
TCOV
612
Trust Company of Vermont
Vermont
$2.11K
GFPC
613
Global Financial Private Client
Florida
$2.11K +$2.1K +1 New
OSNBOA
614
Old Second National Bank of Aurora
Illinois
$2.11K +$2.1K +1 New
PWM
615
Parkworth Wealth Management
California
$2.11K +$2.1K +1 New
WA
616
Whipplewood Advisors
Colorado
$2.11K +$2.1K +1 New
AW
617
Avion Wealth
Texas
$2K
ACL
618
Azora Capital LP
Florida
-$63.3M -34,405 Closed
IAIM
619
International Assets Investment Management
Florida
-$13 -23,932 Closed
DAM
620
Davis Asset Management
California
-$26.1M -14,200 Closed
LCM
621
Lakewood Capital Management
New York
-$18.3M -9,936 Closed
Arrowstreet Capital
622
Arrowstreet Capital
Massachusetts
-$16.2M -8,812 Closed
Alyeska Investment Group
623
Alyeska Investment Group
Illinois
-$9.93M -5,396 Closed
Tudor Investment Corp
624
Tudor Investment Corp
Connecticut
-$10.1M -4,810 Closed
WHGC
625
Wealth High Governance Capital
Brazil
-$3.68M -2,000 Closed