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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
551
Next Financial Group
Texas
$165K +$173K +1,000 New
CBT
552
Capital Bank & Trust
California
$162K +$16.3K +94 +11%
TIM
553
Tortoise Investment Management
New York
$160K – – –
OFS
554
Orrstown Financial Services
Pennsylvania
$155K -$4.68K -27 -3%
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$151K +$2.6K +15 +2%
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K – – –
PCG
557
Private Capital Group
Connecticut
$133K +$34.7K +200 +33%
CAPTRUST Financial Advisors
558
CAPTRUST Financial Advisors
North Carolina
$132K -$1.39K -8 -1%
ST
559
Sageworth Trust
Pennsylvania
$132K +$95.4K +550 +220%
MCM
560
Manchester Capital Management
Vermont
$111K – – –
MFW
561
Mosaic Family Wealth
Missouri
$109K +$88.5K +510 +367%
ARMT
562
Amica Retiree Medical Trust
Rhode Island
$108K +$114K +659 New
VCM
563
Versant Capital Management
Arizona
$105K -$2.6K -15 -2%
FANJ
564
Financial Architects (New Jersey)
New Jersey
$103K -$1.39K -8 -1%
FWM
565
Focused Wealth Management
New York
$102K +$107K +618 New
CFG
566
Citizens Financial Group
Rhode Island
$99K – – –
GWS
567
Glassman Wealth Services
Virginia
$97K +$97.7K +563 +2,252%
Acadian Asset Management
568
Acadian Asset Management
Massachusetts
$96K – – –
VRM
569
Vectors Research Management
New York
$90K +$92K +530 New
GCM
570
Grisanti Capital Management
New York
$89K – – –
WAM
571
Wealthspire Advisors (Maryland)
Maryland
$88K +$8.68K +50 +10%
TRCT
572
Tower Research Capital (TRC)
New York
$85K -$364K -2,098 -80%
AIS
573
Accurate Investment Solutions
Pennsylvania
$84K – – –
SSB
574
Sandy Spring Bank
Maryland
$84K – – –
DAM
575
Delta Asset Management
Tennessee
$83K – – –