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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
576
Mystic Asset Management
Rhode Island
$515K +$27.7K +157 +6%
LFA
577
Legacy Financial Advisors
Kentucky
$514K -$2.12K -12 -0.5%
CIBC World Market
578
CIBC World Market
Ontario, Canada
$507K -$265K -1,502 -36%
WCA
579
Westover Capital Advisors
Delaware
$506K
LMKC
580
L.M. Kohn & Company
Ohio
$502K -$529 -3 -0.1%
RA
581
Ransom Advisory
Rhode Island
$497K
CAM
582
Carret Asset Management
New York
$492K
FHA
583
Flagship Harbor Advisors
Massachusetts
$491K +$4.59K +26 +1%
CIAS
584
CFS Investment Advisory Services
New Jersey
$490K +$4.24K +24 +1%
FDCP
585
Foster Dykema Cabot & Partners
Massachusetts
$486K
TW
586
TritonPoint Wealth
Maryland
$485K -$101K -574 -19%
IC
587
IEQ Capital
California
$483K -$1.48M -8,375 -77%
EAM
588
Empirical Asset Management
Massachusetts
$482K +$882 +5 +0.2%
KeyBank National Association
589
KeyBank National Association
Ohio
$481K +$31.1K +176 +8%
SF
590
Summit Financial
New Jersey
$480K +$437K +2,475 New
MWM
591
Meridian Wealth Management
Kentucky
$479K +$74.1K +420 +21%
RWA
592
River Wealth Advisors
Pennsylvania
$476K -$9K -51 -2%
PL
593
Plancorp LLC
Missouri
$476K +$2.82K +16 +0.7%
PA
594
Profund Advisors
Maryland
$468K -$97K -550 -19%
AG
595
AIA Group
Hong Kong
$467K
FIA
596
Foundations Investment Advisors
Arizona
$465K +$22.9K +130 +6%
FC
597
Forte Capital
New York
$465K +$1.41K +8 +0.3%
VA
598
Valmark Advisers
Ohio
$465K +$93.5K +530 +28%
GT
599
Greenleaf Trust
Michigan
$457K -$17.1K -97 -4%
PI
600
PFG Investments
New York
$457K +$12.2K +69 +3%