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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
526
Prelude Capital Management
New York
$329K +$340K +2,605 New
DEA
527
DoubleLine ETF Adviser
Florida
$323K +$27.4K +210 +9%
VA
528
Valmark Advisers
Ohio
$321K – – –
JWCA
529
J.W. Coons Advisors
Ohio
$314K -$112K -855 -26%
SP
530
Symmetry Partners
Connecticut
$313K – – –
FHA
531
First Horizon Advisors
Tennessee
$312K +$40.4K +310 +14%
HWM
532
Howard Wealth Management
Connecticut
$311K – – –
AC
533
Avestar Capital
New York
$311K -$22.6K -173 -7%
KWMG
534
King Wealth Management Group
Florida
$311K -$7.04K -54 -2%
SWS
535
SYSTM Wealth Solutions
Illinois
$308K -$54K -414 -15%
LFA
536
Legacy Financial Advisors
Kentucky
$308K +$11.7K +90 +4%
APWM
537
Argonautica Private Wealth Management
Massachusetts
$307K – – –
BHWM
538
Bar Harbor Wealth Management
New Hampshire
$304K – – –
CCA
539
Cobblestone Capital Advisors
New York
$301K -$11K -84 -3%
SPC
540
Sigma Planning Corp
Michigan
$300K +$3.52K +27 +1%
MAG
541
MRA Advisory Group
New Jersey
$300K +$310K +2,373 New
FMAEN1
542
Fund Management at Engine No 1
California
$300K +$27.4K +210 +10%
WIP
543
WealthCare Investment Partners
Rhode Island
$299K – – –
NS
544
NBC Securities
Alabama
$299K +$309K +2,371 New
SAM
545
Silvercrest Asset Management
New York
$298K – – –
LJAC
546
L.J. Altfest & Co
New York
$298K -$783 -6 -0.3%
MA
547
Mutual Advisors
Nebraska
$297K -$6K -46 -2%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$297K -$6.91K -53 -2%
HI
549
Horizon Investments
North Carolina
$295K +$913 +7 +0.3%
CIS
550
Connors Investor Services
Pennsylvania
$291K – – –