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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
601
CVA Family Office
Colorado
$3.58K
RWM
602
Raffa Wealth Management
District of Columbia
$3.58K
HWP
603
Highline Wealth Partners
California
$3.58K +$3.94K +2 New
WWA
604
Wealth Watch Advisors
Colorado
$3.58K +$3.94K +2 New
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$2.1K
FPF
606
First Pacific Financial
Washington
$1.79K
AWM
607
Abound Wealth Management
Tennessee
$1.79K
BHWM
608
Beaird Harris Wealth Management
Texas
$1.79K
SIC
609
SJS Investment Consulting
Ohio
$1.79K
TWD
610
True Wealth Design
Ohio
$1.79K
W
611
WealthCollab
Washington
$1.79K
MCM
612
MV Capital Management
Maryland
$1.79K +$1.97K +1 New
BHWM
613
Bay Harbor Wealth Management
Maryland
$1.79K
CTB
614
Country Trust Bank
Illinois
$1.79K
HI
615
Harbour Investments
Wisconsin
$1.79K
TIM
616
Tortoise Investment Management
New York
$1.79K
TC
617
Truvestments Capital
Florida
$1.79K
GA
618
Guerra Advisors
Florida
$1.79K +$1.97K +1 New
TPBG
619
Turning Point Benefit Group
Maryland
$1.76K +$1.97K +1 New
AW
620
Avion Wealth
Texas
$1K
OAJ
621
Ogorek Anthony Joseph
New York
$1K
CCM
622
Cloud Capital Management
Washington
$1K +$1.97K +1 New
Capital International Investors
623
Capital International Investors
California
-$343M -175,347 Closed
Norges Bank
624
Norges Bank
Norway
-$178M -90,778 Closed
CVA
625
Ceredex Value Advisors
Florida
-$36.5M -18,680 Closed