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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
601
Guidance Point Advisors
Massachusetts
$10K +$9.56K +69 New
FCA
602
FinTrust Capital Advisors
South Carolina
$9K – – –
RA
603
Resolute Advisors
California
$9K +$8.18K +59 New
EI
604
Ellevest Inc
New York
$8K -$12.2K -88 -62%
EWA
605
Evolution Wealth Advisors
Florida
$8K – – –
TFGT
606
TS Financial Group (TSFG)
Illinois
$8K – – –
LWM
607
Liberty Wealth Management
California
$8K +$139 +1 +2%
AWM
608
Avior Wealth Management
Nebraska
$8K +$277 +2 +4%
HWM
609
HighMark Wealth Management
Minnesota
$8K +$7.62K +55 New
AIM
610
Anchor Investment Management
South Carolina
$7.47K – – –
AF
611
Advisornet Financial
Minnesota
$7K -$16.6K -120 -72%
CWP
612
Concord Wealth Partners
Virginia
$7K -$2.91K -21 -31%
CHA
613
Carmichael Hill & Associates
Maryland
$7K +$6.24K +45 New
CCA
614
Column Capital Advisors
Indiana
$6K -$1.52K -11 -22%
OAJ
615
Ogorek Anthony Joseph
New York
$6K – – –
AAP
616
Arax Advisory Partners
Colorado
$6K +$5.96K +43 New
JFA
617
JNBA Financial Advisors
Minnesota
$5K – – –
BIA
618
Bell Investment Advisors
California
$5K +$4.71K +34 New
OSNBOA
619
Old Second National Bank of Aurora
Illinois
$5K +$4.71K +34 New
SWA
620
Sutton Wealth Advisors
Florida
$4.63K – – –
SAI
621
Systematic Alpha Investments
New Jersey
$4K +$3.33K +24 New
RMC
622
Resources Management Corp
Connecticut
$3K -$2.77K -20 -50%
MCM
623
MV Capital Management
Maryland
$3K -$832 -6 -25%
SIM
624
Sentry Investment Management
Wisconsin
$3K – – –
ST
625
Smithfield Trust
Pennsylvania
$3K – – –