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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
551
Great Valley Advisor Group
Delaware
$605K +$7.02K +37 +1%
PA
552
Parallel Advisors
California
$598K -$31.5K -166 -5%
PCC
553
Park Circle Company
Maryland
$597K -$1.12M -5,900 -64%
SAM
554
Smartleaf Asset Management
Massachusetts
$595K -$23.7K -125 -4%
OQS
555
Occudo Quantitative Strategies
Florida
$587K +$635K +3,348 New
MSA
556
MUFG Securities Americas
New York
$586K +$100K +527 +19%
WWM
557
Western Wealth Management
Colorado
$584K +$19.2K +101 +3%
ECM
558
Estabrook Capital Management
New York
$581K -$11.2K -59 -2%
Envestnet Portfolio Solutions
559
Envestnet Portfolio Solutions
Illinois
$581K +$22.4K +118 +4%
MAS
560
Meeder Advisory Services
Ohio
$575K -$97.9K -516 -14%
CAG
561
Crestwood Advisors Group
Massachusetts
$569K +$9.1K +48 +2%
CCM
562
Cutler Capital Management
Massachusetts
$568K
FHA
563
First Horizon Advisors
Tennessee
$565K
BWIA
564
Bryant Woods Investment Advisors
New York
$562K +$4.17K +22 +0.7%
FF
565
Farrell Financial
New York
$554K +$361K +1,901 +158%
TW
566
TritonPoint Wealth
Maryland
$549K +$17.4K +92 +3%
MG
567
Mather Group
Illinois
$545K +$46.5K +245 +9%
DZ Bank
568
DZ Bank
Germany
$534K +$226K +1,190 +66%
QWM
569
Quadcap Wealth Management
Texas
$531K +$72.1K +380 +15%
PA
570
Profund Advisors
Maryland
$530K -$213K -1,121 -27%
LWAM
571
Legacy Wealth Asset Management
Minnesota
$529K -$1.71K -9 -0.3%
RBI
572
Raiffeisen Bank International
Austria
$528K +$571K +3,013 New
IFG
573
Independent Financial Group
California
$519K -$578K -3,050 -51%
LWM
574
Lodestone Wealth Management
Washington
$519K -$124K -654 -18%
BHWM
575
Bar Harbor Wealth Management
New Hampshire
$518K +$105K +551 +23%