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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
501
Thoroughbred Financial Services
Tennessee
$403K +$395K +3,263 New
ETC
502
Exchange Traded Concepts
Oklahoma
$395K -$454K -3,749 -54%
PFO
503
Pathstone Family Office
New Jersey
$395K -$74.3K -614 -16%
II
504
Inspire Investing
Idaho
$393K +$605 +5 +0.2%
PA
505
Profund Advisors
Maryland
$391K -$49.5K -409 -11%
BSW
506
Buckingham Strategic Wealth
Missouri
$390K +$3.87K +32 +1%
MIC
507
Means Investment Company
Maine
$387K +$1.09K +9 +0.3%
O
508
Ossiam
France
$384K +$32.2K +266 +9%
GVAG
509
Great Valley Advisor Group
Delaware
$383K -$3.02K -25 -0.8%
CFAM
510
Center For Asset Management
Florida
$382K +$373K +3,084 New
SC
511
SouthState Corp
Florida
$378K +$308K +2,549 +504%
OIA
512
OneDigital Investment Advisors
Kansas
$378K -$361K -2,980 -49%
CIC
513
Carnegie Investment Counsel
Ohio
$376K +$2.66K +22 +0.7%
CAG
514
Crestwood Advisors Group
Massachusetts
$376K -$26.6K -220 -7%
VCS
515
Vaughan & Co Securities
New Jersey
$372K
MA
516
Montag & Associates
Georgia
$370K +$362K +2,990 New
FTDI
517
First Trust Direct Indexing
Massachusetts
$366K +$79.1K +654 +28%
CCM
518
Cutler Capital Management
Massachusetts
$365K +$15.8K +131 +5%
MA
519
MONECO Advisors
Connecticut
$363K +$8.83K +73 +3%
Vontobel Holding
520
Vontobel Holding
Switzerland
$361K -$23.1K -191 -6%
LMKC
521
L.M. Kohn & Company
Ohio
$360K -$15.6K -129 -4%
FIM
522
Freedom Investment Management
Connecticut
$355K -$68K -562 -16%
CIAS
523
CFS Investment Advisory Services
New Jersey
$355K +$7.62K +63 +2%
BFG
524
Bleakley Financial Group
New Jersey
$354K +$72.7K +601 +27%
SS
525
Simplicity Solutions
Minnesota
$354K +$72.2K +597 +26%