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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
401
Principle Wealth Partners
Connecticut
$448K – – –
CA
402
Cetera Advisors
Colorado
$439K +$21.3K +154 +6%
CCA
403
Cobblestone Capital Advisors
New York
$430K -$55.4K -400 -12%
ISWM
404
Independent Solutions Wealth Management
New York
$429K – – –
SCA
405
Snowden Capital Advisors
New York
$426K +$138K +997 +54%
Axa
406
Axa
France
$425K +$10.7K +77 +3%
SP
407
Symmetry Partners
Connecticut
$421K – – –
BF
408
BOK Financial
Oklahoma
$421K +$391K +2,822 New
ST
409
Somerset Trust
Pennsylvania
$416K +$12.1K +87 +3%
MML Investors Services
410
MML Investors Services
Massachusetts
$414K -$77.2K -557 -17%
CCM
411
Compton Capital Management
Rhode Island
$411K +$381K +2,750 New
KeyBank National Association
412
KeyBank National Association
Ohio
$408K -$50.2K -362 -12%
William Blair & Company
413
William Blair & Company
Illinois
$408K +$1.52K +11 +0.4%
MCM
414
Magnolia Capital Management
New York
$408K +$90.1K +650 +31%
BFS
415
Bradley Foster & Sargent
Connecticut
$406K +$18.4K +133 +5%
CAG
416
Csenge Advisory Group
Florida
$403K +$365K +2,634 New
GL
417
Graypoint LLC
New York
$402K +$18.8K +136 +5%
RC
418
RegentAtlantic Capital
New Jersey
$396K +$832 +6 +0.2%
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$396K +$129K +930 +54%
SBH
420
Segall Bryant & Hamill
Illinois
$389K +$360K +2,600 New
Vontobel Holding
421
Vontobel Holding
Switzerland
$386K +$53.6K +387 +18%
FC
422
Financial Consulate
Maryland
$385K -$1.39K -10 -0.4%
XF
423
XML Financial
Maryland
$382K +$2.5K +18 +0.7%
OPS
424
Orion Portfolio Solutions
Nebraska
$382K +$355K +2,558 New
UAML
425
US Asset Management LLC
Pennsylvania
$382K +$355K +2,558 New