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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
EA
551
Edge Advisors
Georgia
$64K
IA
552
IFP Advisors
Florida
$58K
PMFA
553
Plante Moran Financial Advisors
Michigan
$57K
BWM
554
Baystate Wealth Management
Massachusetts
$56K +$48.5K +260 +578%
FWC
555
First Washington Corp
Washington
$55K
GRP
556
Global Retirement Partners
California
$49K
PA
557
Parallel Advisors
California
$48K
BWA
558
Burt Wealth Advisors
Maryland
$46K
CIP
559
Convergence Investment Partners
Florida
$43K +$43.1K +231 New
PCP
560
Proficio Capital Partners
Massachusetts
$42K +$1.3K +7 +3%
AIM
561
Anchor Investment Management
South Carolina
$41.5K
BCWM
562
Bartlett & Co Wealth Management
Ohio
$41.5K +$41.9K +225 New
BC
563
Bartlett & Co
Ohio
$41K
CAW
564
Cornerstone Advisors (Washington)
Washington
$40K
SGAM
565
Smith Group Asset Management
Texas
$39K
DWM
566
Destination Wealth Management
California
$39K +$39.1K +210 New
APP
567
Avantax Planning Partners
Iowa
$38K +$38K +204 New
CPIG
568
Chicago Partners Investment Group
Illinois
$37K
NSIM
569
North Star Investment Management
Illinois
$37K
TWA
570
TCI Wealth Advisors
Arizona
$32K
PHK
571
Point72 Hong Kong
Hong Kong
$31K -$4.1K -22 -12%
DBT
572
Dubuque Bank & Trust
Iowa
$31K +$30.9K +166 New
EWM
573
Edge Wealth Management
New York
$29K
WB
574
Webster Bank
Connecticut
$29K
KA
575
Kaizen Advisory
Illinois
$28K