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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
601
Proficio Capital Partners
Massachusetts
$35K -$2.43K -14 -6%
NSIM
602
North Star Investment Management
Illinois
$33K – – –
APP
603
Avantax Planning Partners
Iowa
$32K +$33.3K +192 New
FGAM
604
Financial Gravity Asset Management
Texas
$30K +$31.9K +184 +6,133%
TWA
605
TCI Wealth Advisors
Arizona
$29K +$520 +3 +2%
SGAM
606
Smith Group Asset Management
Texas
$26K -$5.21K -30 -16%
DBT
607
Dubuque Bank & Trust
Iowa
$26K -$867 -5 -3%
EWM
608
Edge Wealth Management
New York
$26K – – –
SPIA
609
Steward Partners Investment Advisory
New York
$25K +$10.1K +58 +64%
OIA
610
OneDigital Investment Advisors
Kansas
$23K – – –
BCM
611
Brasada Capital Management
Texas
$22K – – –
GAM
612
Gemmer Asset Management
California
$22K – – –
NIM
613
NuWave Investment Management
New Jersey
$21K -$203K -1,170 -90%
RFA
614
Reilly Financial Advisors
California
$21K – – –
SIM
615
Sonora Investment Management
Arizona
$21K – – –
RA
616
Rational Advisors
New York
$21K +$6.25K +36 +39%
PHK
617
Point72 Hong Kong
Hong Kong
$21K +$22.6K +130 New
SWM
618
SeaCrest Wealth Management
New York
$20K – – –
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$4.16K +24 +24%
Parallax Volatility Advisers
620
Parallax Volatility Advisers
California
$19K +$19.8K +114 New
AF
621
Advisornet Financial
Minnesota
$18K – – –
MFBTD
622
MB Financial Bank - Trust Department
Illinois
$18K – – –
CFGS
623
Concourse Financial Group Securities
Alabama
$18K +$18.7K +108 New
ADL
624
Asset Dedication LLC
California
$17K – – –
DOA
625
D'Orazio & Associates
Virginia
$17K – – –