We are live on ! Find out more
MTB icon

M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
IPC
501
Independent Portfolio Consultants
Florida
$43K +$25K +205 +137%
PFSC
502
Peoples Financial Services Corp
Pennsylvania
$38K – – –
PMFA
503
Plante Moran Financial Advisors
Michigan
$38K – – –
SGAM
504
Smith Group Asset Management
Texas
$38K +$38.3K +314 New
FWC
505
First Washington Corp
Washington
$36K – – –
BWA
506
Burt Wealth Advisors
Maryland
$34K +$4.27K +35 +14%
MSFP
507
Mark Sheptoff Financial Planning
Connecticut
$33K +$32.9K +270 New
AP
508
Atwood & Palmer
Missouri
$32K – – –
BC
509
Bartlett & Co
Ohio
$27K – – –
WA
510
WealthTrust-Arizona
Arizona
$26K +$1.58K +13 +7%
NSIM
511
North Star Investment Management
Illinois
$24K – – –
CCS
512
Crosspoint Capital Strategies
California
$21K +$5.73K +47 +39%
BKA
513
Brick & Kyle Associates
Pennsylvania
$18K – – –
FCM
514
Frontier Capital Management
Massachusetts
$18K – – –
EWM
515
Endurance Wealth Management
Rhode Island
$16K – – –
GAM
516
Gemmer Asset Management
California
$16K – – –
AWM
517
Avior Wealth Management
Nebraska
$14K +$13.7K +112 New
PCM
518
Penserra Capital Management
California
$13K +$12.7K +104 New
GXMC
519
Global X Management Company
New York
$11K – – –
RAM
520
Riggs Asset Management
Pennsylvania
$11K – – –
TWA
521
TCI Wealth Advisors
Arizona
$11K – – –
AC
522
Alexandria Capital
Virginia
$10K – – –
EFSCE
523
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
Parallax Volatility Advisers
524
Parallax Volatility Advisers
California
$9K +$9.14K +75 New
IWMPD
525
Integrated Wealth Management (Palm Desert)
California
$8K -$2.19K -18 -21%