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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
551
Crestwood Advisors Group
Massachusetts
$589K +$6.36K +32 +1%
Envestnet Portfolio Solutions
552
Envestnet Portfolio Solutions
Illinois
$589K -$70K -352 -10%
BWIA
553
Bryant Woods Investment Advisors
New York
$587K -$7.55K -38 -1%
IWA
554
IBEX Wealth Advisors
New Jersey
$585K +$618K +3,111 New
CL
555
CSS LLC
Illinois
$585K +$49.7K +250 +9%
MIH
556
Meitav Investment House
Israel
$580K +$162K +815 +36%
LSAG
557
Lake Street Advisors Group
New Hampshire
$572K +$4.57K +23 +0.8%
EF
558
Empowered Funds
Pennsylvania
$570K +$53.1K +267 +10%
WANY
559
Wealthspire Advisors (New York)
New York
$568K +$106K +532 +21%
AA
560
ALPS Advisors
Colorado
$564K +$181K +910 +44%
CW
561
Code Waechter
Florida
$563K -$92.6K -466 -13%
TW
562
TritonPoint Wealth
Maryland
$561K +$994 +5 +0.2%
LWAM
563
Legacy Wealth Asset Management
Minnesota
$558K -$1.99K -10 -0.3%
FMN
564
Financial Management Network
California
$558K -$240K -1,206 -29%
AWM
565
Apollon Wealth Management
South Carolina
$546K +$44.7K +225 +8%
Kovitz Investment Group Partners
566
Kovitz Investment Group Partners
Illinois
$545K +$576K +2,896 New
BRWA
567
B. Riley Wealth Advisors
Florida
$544K -$21.1K -106 -4%
FFM
568
Forum Financial Management
Illinois
$540K +$12.3K +62 +2%
RFA
569
Resurgent Financial Advisors
Georgia
$539K +$41.9K +211 +8%
KRSITF
570
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$537K -$66K -332 -7%
CPA
571
Court Place Advisors
Maryland
$536K -$994 -5 -0.2%
OBWG
572
Onyx Bridge Wealth Group
New York
$531K – – –
CCG
573
Catalina Capital Group
California
$531K +$11.1K +56 +2%
MG
574
Mather Group
Illinois
$527K +$40.4K +203 +8%
SPC
575
Sigma Planning Corp
Michigan
$526K -$27K -136 -5%