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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
626
Ritholtz Wealth Management
New York
$432K -$3.53K -18 -0.8%
FC
627
FORA Capital
Florida
$430K +$195K +996 +84%
WS
628
Wedbush Securities
California
$429K +$13.7K +70 +3%
S
629
SignatureFD
Georgia
$429K +$17.9K +91 +4%
CWA
630
Clearview Wealth Advisors
Oregon
$427K -$10.6K -54 -2%
AWM
631
AE Wealth Management
Kansas
$427K +$45.7K +233 +12%
AC
632
AlphaCore Capital
California
$427K +$33K +168 +8%
KWM
633
Kingsview Wealth Management
Oregon
$425K +$47.3K +241 +13%
LA
634
LVW Advisors
New York
$425K +$27.9K +142 +7%
IPW
635
Impact Partnership Wealth
Georgia
$422K -$24.7K -126 -6%
ISWM
636
Independent Solutions Wealth Management
New York
$422K
Envestnet Portfolio Solutions
637
Envestnet Portfolio Solutions
Illinois
$421K -$173K -882 -29%
UB
638
Umpqua Bank
Oregon
$421K +$2.75K +14 +0.6%
WT
639
Whittier Trust
California
$420K
AFG
640
Atomi Financial Group
New York
$419K +$18.2K +93 +5%
EM
641
Excalibur Management
Massachusetts
$416K
ISL
642
Ingalls & Snyder LLC
New York
$416K
CIBC Private Wealth Group
643
CIBC Private Wealth Group
Georgia
$415K +$51K +260 +14%
IAA
644
Independent Advisor Alliance
North Carolina
$415K +$7.46K +38 +2%
WTC
645
WhitTier Trust Company
Nevada
$414K +$9.22K +47 +2%
MA
646
MONECO Advisors
Connecticut
$413K +$4.51K +23 +1%
IWM
647
IHT Wealth Management
Illinois
$412K +$41.8K +213 +11%
BCG
648
Breakwater Capital Group
New Jersey
$407K
WF
649
Welch & Forbes
Massachusetts
$404K
PWM
650
Prentice Wealth Management
New York
$404K