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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
626
West Branch Capital
Massachusetts
$539K -$21.4K -98 -4%
SCS
627
Sound Capital Solutions
Florida
$537K +$493K +2,256 New
SHFA
628
SC&H Financial Advisors
Maryland
$534K
LAM
629
Lewis Asset Management
California
$533K +$437 +2 +0.1%
TW
630
TritonPoint Wealth
Maryland
$533K -$38.9K -178 -7%
PCM
631
Princeton Capital Management
New Jersey
$530K +$112K +511 +30%
SPC
632
Sigma Planning Corp
Michigan
$528K -$22.3K -102 -4%
Simplex Trading
633
Simplex Trading
Illinois
$527K -$859K -3,929 -64%
MA
634
MONECO Advisors
Connecticut
$524K +$25.8K +118 +6%
IAIM
635
International Assets Investment Management
Florida
$523K -$7.65K -35 -2%
MWM
636
Modern Wealth Management
Kansas
$518K -$619K -2,831 -57%
NA
637
Nottingham Advisors
New York
$518K
UAML
638
US Asset Management LLC
Pennsylvania
$516K +$2.62K +12 +0.6%
UB
639
Umpqua Bank
Oregon
$511K +$7.65K +35 +2%
ISWM
640
Independent Solutions Wealth Management
New York
$508K
TE
641
Tema ETFs
New York
$504K +$31.7K +145 +7%
AWA
642
Arkadios Wealth Advisors
Georgia
$503K -$148K -679 -24%
CWS
643
Confluence Wealth Services
Pennsylvania
$502K +$173K +789 +60%
ISL
644
Ingalls & Snyder LLC
New York
$501K
IWM
645
IHT Wealth Management
Illinois
$500K +$19.9K +91 +5%
FTWA
646
Fifth Third Wealth Advisors
Ohio
$498K +$90.5K +414 +25%
PDL
647
Portfolio Design Labs
California
$497K +$437 +2 +0.1%
MCM
648
Magnolia Capital Management
New York
$495K -$2.6M -11,868 -85%
BCG
649
Breakwater Capital Group
New Jersey
$491K +$219 +1 +0%
WF
650
Welch & Forbes
Massachusetts
$490K +$2.62K +12 +0.6%