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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
FI
551
Fractal Investments
Connecticut
$200K +$200K +1,301 New
NEAM
552
New England Asset Management
Connecticut
$191K – – –
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$187K +$187K +1,216 New
DMBA
554
Deseret Mutual Benefit Administrators
Utah
$177K – – –
LWA
555
Lenox Wealth Advisors
New York
$175K – – –
S
556
Seeyond
France
$161K – – –
JWA
557
JFS Wealth Advisors
Pennsylvania
$142K +$2.3K +15 +2%
SWM
558
Spire Wealth Management
Virginia
$138K +$10.6K +69 +8%
ECM
559
Estabrook Capital Management
New York
$138K -$26.9K -175 -16%
AF
560
Allworth Financial
California
$133K +$23.5K +153 +21%
BEI
561
Benjamin Edwards Inc
Missouri
$132K +$95.2K +620 +262%
CT
562
Caldwell Trust
Florida
$129K – – –
LWCFA
563
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K – – –
DCM
564
Dupont Capital Management
Delaware
$123K -$64.5K -420 -34%
SSB
565
Sandy Spring Bank
Maryland
$118K – – –
PA
566
Parallel Advisors
California
$116K +$1.69K +11 +1%
LFA
567
Level Financial Advisors
New York
$111K +$111K +722 New
VCM
568
Vigilant Capital Management
Maine
$108K -$123K -799 -53%
ZIG
569
Zullo Investment Group
Pennsylvania
$102K +$102K +665 New
GWS
570
Glassman Wealth Services
Virginia
$98K +$2K +13 +2%
FWM
571
Focused Wealth Management
New York
$95K – – –
S
572
SignatureFD
Georgia
$92K +$22.9K +149 +33%
Acadian Asset Management
573
Acadian Asset Management
Massachusetts
$89K – – –
DA
574
Denali Advisors
California
$88K +$15.4K +100 +21%
AP
575
Arlington Partners
Alabama
$87K +$16K +104 +23%