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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
C
626
Certuity
Florida
$547K +$165K +755 +49%
EI
627
Ellevest Inc
New York
$539K +$56.4K +258 +13%
IAA
628
Independent Advisor Alliance
North Carolina
$539K +$9.4K +43 +2%
WBC
629
West Branch Capital
Massachusetts
$539K -$21.4K -98 -4%
OF
630
Optimize Financial
California
$537K -$1.53K -7 -0.3%
SCS
631
Sound Capital Solutions
Florida
$537K +$493K +2,256 New
SHFA
632
SC&H Financial Advisors
Maryland
$534K – – –
LAM
633
Lewis Asset Management
California
$533K +$437 +2 +0.1%
TW
634
TritonPoint Wealth
Maryland
$533K -$38.9K -178 -7%
PCM
635
Princeton Capital Management
New Jersey
$530K +$112K +511 +30%
SPC
636
Sigma Planning Corp
Michigan
$528K -$22.3K -102 -4%
Simplex Trading
637
Simplex Trading
Illinois
$527K -$859K -3,929 -64%
MA
638
MONECO Advisors
Connecticut
$524K +$25.8K +118 +6%
IAIM
639
International Assets Investment Management
Florida
$523K -$7.65K -35 -2%
MWM
640
Modern Wealth Management
Kansas
$518K -$619K -2,831 -57%
NA
641
Nottingham Advisors
New York
$518K – – –
UAML
642
US Asset Management LLC
Pennsylvania
$516K +$2.62K +12 +0.6%
UB
643
Umpqua Bank
Oregon
$511K +$7.65K +35 +2%
ISWM
644
Independent Solutions Wealth Management
New York
$508K – – –
TE
645
Tema ETFs
New York
$504K +$31.7K +145 +7%
AWA
646
Arkadios Wealth Advisors
Georgia
$503K -$148K -679 -24%
CWS
647
Confluence Wealth Services
Pennsylvania
$502K +$173K +789 +60%
ISL
648
Ingalls & Snyder LLC
New York
$501K – – –
IWM
649
IHT Wealth Management
Illinois
$500K +$19.9K +91 +5%
FTWA
650
Fifth Third Wealth Advisors
Ohio
$498K +$90.5K +414 +25%