Vault-13

FIRST BANCORP N C FBNC

COM · Common Stock · CUSIP 318910106

American bank based in North Carolina

179 institutional holders -3 vs Q4 2023
28,477,80528.5m shares reported held*
69.2% of all shares outstanding*
$1.0bnreported value*
9 new 46 added 67 reduced 15 sold out net sold ≈ $2.9m (-80.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.2m this quarter). Holder counts are more reliable. Shares outstanding: 41.2m as of 2024-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $36.13. Options: 3 managers hold calls ($476.8k notional), 1 hold puts ($0).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 191Q4 22: 203Q1 23: 193Q2 23: 176Q3 23: 184Q4 23: 182Q1 24: 179179Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022191
Q4 2022203
Q1 2023193
Q2 2023176
Q3 2023184
Q4 2023182
Q1 2024179

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 89 bought or addedQ4 22: 72 cut or sold outQ4 22Q1 23: 114 bought or addedQ1 23: 71 cut or sold outQ1 23Q2 23: 80 bought or addedQ2 23: 92 cut or sold outQ2 23Q3 23: 79 bought or addedQ3 23: 79 cut or sold outQ3 23Q4 23: 81 bought or addedQ4 23: 77 cut or sold outQ4 23Q1 24: 55 bought or addedQ1 24: 82 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228972
Q1 202311471
Q2 20238092
Q3 20237979
Q4 20238177
Q1 20245582

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ2 23 calls: $0Q2 23 puts: $0Q2 23P/C —Q3 23 calls: $196.3kQ3 23 puts: $2.8kQ3 23P/C 0.01Q4 23 calls: $285.0kQ4 23 puts: $0Q4 23P/C 0.00Q1 24 calls: $476.8kQ1 24 puts: $0Q1 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2023$0$0—
Q3 2023$196.3k$2.8k0.01
Q4 2023$285.0k$00.00
Q1 2024$476.8k$00.00

Biggest buyers

JENNISON ASSOCIATES LLC Added +455,406+455.4k
MORGAN STANLEY Added +281,409+281.4k
BlackRock Inc. Added +259,536+259.5k
FRANKLIN RESOURCES INC Added +124,239+124.2k
DIMENSIONAL FUND ADVISORS LP Added +119,665+119.7k
Empowered Funds, LLC Added +65,566+65.6k
Penn Capital Management Company, LLC New +30,618+30.6k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +28,384+28.4k
BANK OF AMERICA CORP /DE/ Added +27,303+27.3k
SageView Advisory Group, LLC New +25,336+25.3k

Biggest sellers

CAPTRUST FINANCIAL ADVISORS Reduced -628,221-628.2k
HSBC HOLDINGS PLC Sold out -314,892-314.9k
Smith Salley Wealth Management Sold out -113,742-113.7k
HoldCo Asset Management, LP Sold out -88,996-89.0k
Bank of New York Mellon Corp Reduced -77,925-77.9k
NORTHERN TRUST CORP Reduced -48,647-48.6k
JPMORGAN CHASE & CO Reduced -45,458-45.5k
MACQUARIE GROUP LTD Reduced -31,477-31.5k
GREENWOOD CAPITAL ASSOCIATES LLC Reduced -31,336-31.3k
BARCLAYS PLC Reduced -23,811-23.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $408.2k11.3k shares
CITADEL ADVISORS LLC New $68.6k1.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +2.1 pts · filed 2026-05-06 8.8% +2.1 pts 3.6m≈ $232.7m 2026-05-06
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.0% new 2.1m≈ $132.7m 2026-04-29
STATE STREET CORP 13G · institution new · filed 2026-05-12 5.0% new 2.1m≈ $132.6m 2026-05-12

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), FRANKLIN MUTUAL ADVISERS LLC (4.1%, 2026-01-29)

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 22: 3 buyingQ2 22: 1 sellingQ3 22: 1 buyingQ3 22: 1 sellingQ3 22Q4 22: 1 buyingQ4 22: 1 sellingQ1 23: 1 buyingQ1 23: 0 sellingQ1 23Q2 23: 2 buyingQ2 23: 0 sellingQ3 23: 4 buyingQ3 23: 2 sellingQ3 23Q4 23: 0 buyingQ4 23: 1 sellingQ1 24: 1 buyingQ1 24: 1 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20223$178.3k1$13.6k—
Q3 20221$39.2k1$26.6k—
Q4 20221$43.1k1$23.0k—
Q1 20231$27.0k0——
Q2 20232$50.6k0——
Q3 20234$76.5k2$3.1m—
Q4 20230—1$40.0k—
Q1 20241$10.4k1$16.9k—
DateInsiderTradeSharesPrice ValueTheir holding
2024-03-15 McLamb Carlie C Jr Director Bought 306 $33.84 $10.4k306 shares +1%
2024-02-14 Capel Mary Clara Director Sold 500 $33.82 $16.9k500 shares -4%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 6,038,7256.0m $218.1m $218.1m 0.01% Added +259.5k +259,536
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 2,799,6022.8m $101.1m $101.1m 0.00% Added +10.4k +10,414
3 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,968,2562.0m $71.1m $71.1m 0.02% Added +119.7k +119,665
4 WESTWOOD HOLDINGS GROUP INC 0.52% of their portfolio DALLAS, TX 1,828,3061.8m $66.0m $66.0m 0.52% Added +6.9k +6,907
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,770,7561.8m $64.3m $64.3m 0.00% Added +12.7k +12,651
6 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 1,369,2631.4m $49.5m $49.5m 0.02% Added +124.2k +124,239
7 MACQUARIE GROUP LTD 0.05% of their portfolio Sydney, NSW 2000, C3 1,202,5581.2m $43.4m $43.4m 0.05% Reduced -31.5k -31,477
8 JENNISON ASSOCIATES LLC 0.03% of their portfolio NEW YORK, NY 1,041,3321.0m $37.6m $37.6m 0.03% Added +455.4k +455,406
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 932,700932.7k $33.7m $33.7m 0.00% Added +23.4k +23,438
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 920,415920.4k $33.2m $33.2m 0.00% Added +281.4k +281,409
11 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio CHICAGO, IL 677,498677.5k $24.5m $24.5m 0.06% Added +515 +515
12 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 568,709568.7k $20.5m $20.5m 0.02% Added +12.5k +12,522
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 515,274515.3k $18.6m $18.6m 0.00% Reduced -77.9k -77,925
14 BROWN ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 462,212462.2k $16.7m $16.7m 0.02% Added +9.1k +9,078
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 455,130455.1k $16.4m $16.4m 0.00% Added +28.4k +28,384
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 428,081428.1k $15.5m $15.5m 0.00% Reduced -48.6k -48,647
17 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 248,439248.4k $9.0m $9.0m 0.00% Reduced -139 -139
18 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 214,211214.2k $7.7m $7.7m 0.02% Added +13.3k +13,271
19 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 213,277213.3k $7.7m $7.7m 0.00% Reduced -15.9k -15,915
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 187,901187.9k $6.8m $6.8m 0.00% Added +27.3k +27,303
21 PEREGRINE CAPITAL MANAGEMENT LLC 0.19% of their portfolio MINNEAPOLIS, MN 182,750182.8k $6.6m $6.6m 0.19% Reduced -11.0k -11,043
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 179,771179.8k $6.5m $6.5m 0.00% Reduced -6.2k -6,238
23 PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio BOSTON, MA 169,584169.6k $6.1m $6.1m 0.03% Reduced -10.1k -10,141
24 Founders Financial Alliance, LLC 1.83% of their portfolio RALEIGH, NC 168,386168.4k $6.1m $6.1m 1.83% Reduced -3.5k -3,535
25 Keeley-Teton Advisors, LLC 0.61% of their portfolio Chicago, IL 137,352137.4k $5.0m $5.0m 0.61% Reduced -3.5k -3,550
26 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 129,587129.6k $4.7m $4.7m 0.00% Added +18.7k +18,689
27 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 128,276128.3k $4.6m $4.6m 0.00% Added +365 +365
28 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.26% of their portfolio NEW YORK, NY 123,266123.3k $4.5m $4.5m 0.26% Unchanged
29 Empowered Funds, LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 122,032122.0k $4.4m $4.4m 0.04% Added +65.6k +65,566
30 Legal & General Group Plc 0.00% of their portfolio London, X0 116,352116.4k $4.2m $4.2m 0.00% Added +1.9k +1,922
31 AMERICAN NATIONAL BANK & TRUST CO /VA/ 0.96% of their portfolio Danville, VA 112,742112.7k $4.1m $4.1m 0.96% First filing
32 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 109,561109.6k $4.0m $4.0m 0.00% Added +8.6k +8,614
33 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio COLUMBUS, OH 104,091104.1k $3.8m $3.8m 0.01% Reduced -9.8k -9,826
34 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 102,210102.2k $3.7m $3.7m 0.04% Reduced -14.8k -14,814
35 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 95,91695.9k $3.5m $3.5m 0.00% Unchanged
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 92,73192.7k $3.3m $3.3m 0.00% Reduced -6.4k -6,396
37 Public Sector Pension Investment Board 0.02% of their portfolio MONTREAL, A8 84,26684.3k $3.0m $3.0m 0.02% Reduced -1.0k -1,010
38 PINNACLE ASSOCIATES LTD 0.05% of their portfolio NEW YORK, NY 83,63683.6k $3.0m $3.0m 0.05% Reduced -287 -287
39 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 83,04283.0k $3.0m $3.0m 0.00% Reduced -17.7k -17,722
40 Swiss National Bank 0.00% of their portfolio ZURICH, V8 81,00081.0k $2.9m $2.9m 0.00% Unchanged
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 77,96878.0k $2.8m $2.8m 0.00% Added +14.9k +14,872
42 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 68,54968.5k $2.5m $2.5m 0.00% Added +3.5k +3,501
43 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 68,00968.0k $2.5m $2.5m 0.01% Reduced -628.2k -628,221
44 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 67,38367.4k $2.4m $2.4m 0.00% Reduced -1.4k -1,398
45 MARTIN & CO INC /TN/ 0.58% of their portfolio Knoxville, TN 65,98666.0k $2.4m $2.4m 0.58% Added +410 +410
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 61,68261.7k $2.2m $2.2m 0.00% Reduced -45.5k -45,458
47 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio HOUSTON, TX 61,01661.0k $2.2m $2.2m 0.05% Added +4.5k +4,550
48 WESBANCO BANK INC 0.08% of their portfolio WHEELING, WV 60,10860.1k $2.2m $2.2m 0.08% Not comparable
49 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 58,67458.7k $2.1m $2.1m 0.00% Reduced -23.8k -23,811
50 Petiole USA ltd 1.54% of their portfolio New York, NY 54,40054.4k $2.0m $2.0m 1.54% Unchanged
51 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 54,30454.3k $2.0m $2.0m 0.00% Added +7.9k +7,913
52 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 50,96451.0k $1.8m $1.8m 0.00% Reduced -700 -700
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 48,43548.4k $1.7m $1.7m 0.00% Reduced -11.3k -11,301
54 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 44,00044.0k $1.6m $1.6m 0.00% Reduced -20.0k -20,000
55 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 43,82643.8k $1.6m $1.6m 0.00% Reduced -1.4k -1,420
56 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 43,26543.3k $1.6m $1.6m 0.00% Reduced -8.2k -8,190
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 40,96641.0k $1.5m $1.5m 0.00% Reduced -2.2k -2,183
58 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 39,83739.8k $1.4m $1.4m 0.00% Reduced -1.3k -1,342
59 GREAT LAKES ADVISORS, LLC 0.01% of their portfolio CHICAGO, IL 37,15737.2k $1.3m $1.3m 0.01% Reduced -94 -94
60 TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio AUSTIN, TX 35,97936.0k $1.3m $1.3m 0.01% Added +482 +482
61 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 35,74135.7k $1.3m $1.3m 0.00% Added +739 +739
62 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 35,66435.7k $1.3m $1.3m 0.00% Reduced -951 -951
63 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 33,69033.7k $1.2m $1.2m 0.00% Added +1.4k +1,434
64 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 33,39933.4k $1.2m $1.2m 0.00% Added +394 +394
65 CHATHAM CAPITAL GROUP, INC. 0.22% of their portfolio SAVANNAH, GA 33,24633.2k $1.2m $1.2m 0.22% Added +4.0k +3,995
66 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 33,16333.2k $1.2m $1.2m 0.00% Unchanged
67 UBS Group AG 0.00% of their portfolio ZURICH, V8 33,09133.1k $1.2m $1.2m 0.00% Reduced -7.0k -7,020
68 GREENWOOD CAPITAL ASSOCIATES LLC 0.15% of their portfolio GREENWOOD, SC 30,84430.8k $1.1m $1.1m 0.15% Reduced -31.3k -31,336
69 Penn Capital Management Company, LLC 0.10% of their portfolio PHILADELPHIA, PA 30,61830.6k $1.1m $1.1m 0.10% New
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 28,82928.8k $1.0m $1.0m 0.00% Reduced -1.2k -1,208
71 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 28,75428.8k $1.0m $1.0m 0.00% Reduced -668 -668
72 HANTZ FINANCIAL SERVICES, INC. 0.02% of their portfolio SOUTHFIELD, MI 26,74126.7k $966.0k $966.0k 0.02% Added +2.4k +2,379
73 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 26,60026.6k $960.8k $960.8k 0.01% Unchanged
74 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 26,48426.5k $956.6k $956.6k 0.00% Reduced -1.3k -1,336
75 SageView Advisory Group, LLC 0.05% of their portfolio Newport Beach, CA 25,33625.3k $942.7k $942.7k 0.05% New
76 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 25,04425.0k $904.0k $904.0k 0.01% Reduced -236 -236
77 Illinois Municipal Retirement Fund 0.01% of their portfolio OAK BROOK, IL 23,05023.1k $833.0k $833.0k 0.01% Reduced -129 -129
78 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,64722.6k $818.0k $818.0k 0.00% Added +55 +55
79 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 21,53521.5k $777.8k $777.8k 0.00% Reduced -191 -191
80 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 20,59420.6k $743.9k $743.9k 0.00% Unchanged
81 Louisiana State Employees Retirement System 0.01% of their portfolio BATON ROUGE, LA 20,40020.4k $736.8k $736.8k 0.01% Reduced -200 -200
82 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 20,36720.4k $735.7k $735.7k 0.00% Added +453 +453
83 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 19,91519.9k $719.3k $719.3k 0.00% Added +9.0k +8,988
84 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 19,55819.6k $706.4k $706.4k 0.00% Reduced -120 -120
85 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 19,48419.5k $703.8k $703.8k 0.00% Added +105 +105
86 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 19,15219.2k $691.8k $691.8k 0.00% Reduced -1.1k -1,098
87 ROYCE & ASSOCIATES LP 0.01% of their portfolio New York, NY 19,00019.0k $686.3k $686.3k 0.01% Unchanged
88 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 18,46418.5k $666.9k $666.9k 0.01% Reduced -1.8k -1,840
89 COMERICA BANK 0.00% of their portfolio DALLAS, TX 17,44117.4k $630.0k $630.0k 0.00% Reduced -1.8k -1,772
90 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 17,03817.0k $617.1k $617.1k 0.00% Reduced -1.4k -1,438
91 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 16,83316.8k $607.4k $607.4k 0.00% Unchanged
92 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 16,80016.8k $606.8k $606.8k 0.00% Unchanged
93 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 16,61816.6k $600.2k $600.2k 0.00% Reduced -1.3k -1,254
94 Edge Capital Group, LLC 0.03% of their portfolio ATLANTA, GA 16,09916.1k $581.5k $581.5k 0.03% Unchanged
95 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,92215.9k $575.1k $575.1k 0.00% New
96 Maryland State Retirement & Pension System 0.01% of their portfolio BALTIMORE, MD 14,93414.9k $468.0k $468.0k 0.01% Unchanged
97 CONTINENTAL ADVISORS LLC 0.42% of their portfolio Park City, UT 14,53114.5k $524.9k $524.9k 0.42% Unchanged
98 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 13,76513.8k $497.2k $497.2k 0.00% Reduced -2.7k -2,662
99 SouthState Bank Corp 0.04% of their portfolio Winter Haven, FL 13,49713.5k $487.5k $487.5k 0.04% Unchanged
100 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 13,36813.4k $482.9k $482.9k 0.01% Unchanged