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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
426
Independent Solutions Wealth Management
New York
$316K +$10.6K +93 +4%
KWMG
427
King Wealth Management Group
Florida
$315K – – –
VI
428
Vestcor Inc
New Brunswick, Canada
$311K -$24.8K -218 -8%
PCM
429
Penserra Capital Management
California
$306K +$41.7K +366 +18%
LWA
430
Lenox Wealth Advisors
New York
$303K -$5.47K -48 -2%
FC
431
Financial Consulate
Maryland
$303K +$18.4K +162 +7%
DC
432
Davenport & Co
Virginia
$300K +$6.95K +61 +3%
Vontobel Holding
433
Vontobel Holding
Switzerland
$300K +$240K +2,104 New
CFO
434
Collective Family Office
Pennsylvania
$300K +$268K +2,355 New
ESCM
435
Echo Street Capital Management
New York
$298K +$267K +2,341 New
CI Investments Inc
436
CI Investments Inc
Ontario, Canada
$297K +$43.5K +382 +20%
APA
437
American Portfolios Advisors
New York
$289K -$13.7K -120 -5%
GL
438
Graypoint LLC
New York
$286K -$135K -1,185 -35%
GWM
439
Geneos Wealth Management
Colorado
$284K +$569 +5 +0.3%
Cetera Investment Advisers
440
Cetera Investment Advisers
Illinois
$282K +$252K +2,217 New
MSRPS
441
Maryland State Retirement & Pension System
Maryland
$281K +$236K +2,073 New
CPA
442
Court Place Advisors
Maryland
$281K +$252K +2,209 New
SMC
443
Smith, Moore & Co
Missouri
$280K – – –
RWM
444
RKL Wealth Management
Pennsylvania
$280K +$251K +2,203 New
HW
445
Hancock Whitney
Mississippi
$279K +$249K +2,189 New
LIM
446
Longfellow Investment Management
Massachusetts
$277K +$247K +2,169 New
CNC
447
Canandaigua National Corp
New York
$275K +$246K +2,160 New
Cerity Partners
448
Cerity Partners
New York
$272K +$243K +2,135 New
BRWA
449
B. Riley Wealth Advisors
Florida
$270K +$241K +2,118 New
FHB
450
First Hawaiian Bank
Hawaii
$267K +$239K +2,097 New