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First Citizens BancShares

Name Holding Trade Value Shares
Change
Change in
Stake
I
651
InceptionR
California
– -$325K -166 Closed
PWM
652
Pines Wealth Management
North Carolina
– -$288K -138 Closed
Flow Traders U.S.
653
Flow Traders U.S.
New York
– -$260K -133 Closed
Modera Wealth Management
654
Modera Wealth Management
New Jersey
– -$239K -122 Closed
Fort Washington Investment Advisors
655
Fort Washington Investment Advisors
Ohio
– -$235K -120 Closed
Metis Global Partners
656
Metis Global Partners
California
– -$221K -113 Closed
BRWA
657
B. Riley Wealth Advisors
Florida
– -$218K -111 Closed
Kovitz Investment Group Partners
658
Kovitz Investment Group Partners
Illinois
– -$216K -110 Closed
QRG Capital Management
659
QRG Capital Management
Illinois
– -$215K -110 Closed
FAT
660
First American Trust
California
– -$207K -106 Closed
Ballentine Partners
661
Ballentine Partners
Massachusetts
– -$205K -105 Closed
CNBT
662
Canandaigua National Bank & Trust
New York
– -$205K -105 Closed
Old National Bancorp
663
Old National Bancorp
Indiana
– -$205K -105 Closed
SFS
664
Symphony Financial Services
Ohio
– -$203K -104 Closed
RDWM
665
Red Door Wealth Management
Tennessee
– -$202K -103 Closed
SPA
666
Sherbrooke Park Advisers
New York
– -$202K -103 Closed
BC
667
Bayforest Capital
United Kingdom
– -$200K -102 Closed
Optiver Holding
668
Optiver Holding
Netherlands
– -$186K -95 Closed
Lazard Asset Management
669
Lazard Asset Management
New York
– -$163K -84 Closed
GM
670
GeoWealth Management
Illinois
– -$143K -73 Closed
Brooklyn Investment Group
671
Brooklyn Investment Group
New York
– -$74.4K -39 Closed
Ameritas Advisory Services
672
Ameritas Advisory Services
Nebraska
– -$9.78K -5 Closed
Mount Yale Investment Advisors
673
Mount Yale Investment Advisors
Colorado
– -$7.83K -4 Closed
BOK Financial
674
BOK Financial
Oklahoma
– -$5.87K -3 Closed
CAM
675
Chesapeake Asset Management
New York
– -$5.87K -3 Closed