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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
PDL
651
Portfolio Design Labs
California
$497K +$437 +2 +0.1%
MCM
652
Magnolia Capital Management
New York
$495K -$2.6M -11,868 -85%
BCG
653
Breakwater Capital Group
New Jersey
$491K +$219 +1 +0%
WF
654
Welch & Forbes
Massachusetts
$490K +$2.62K +12 +0.6%
MFA
655
Mayflower Financial Advisors
Massachusetts
$490K -$656 -3 -0.1%
IPW
656
Impact Partnership Wealth
Georgia
$487K +$448K +2,047 New
PWM
657
Prentice Wealth Management
New York
$487K – – –
KWA
658
Kingswood Wealth Advisors
California
$483K +$24.9K +114 +6%
WG
659
Warner Group
Connecticut
$482K +$221K +1,012 +100%
APWM
660
Argonautica Private Wealth Management
Massachusetts
$479K – – –
CCM
661
Charter Capital Management
Wisconsin
$476K – – –
DAM
662
Deltec Asset Management
New York
$476K – – –
HAI
663
Hennessy Advisors Inc
California
$476K +$437K +2,000 New
EAM
664
Erste Asset Management
Austria
$476K +$435K +1,989 New
XF
665
XML Financial
Maryland
$475K +$1.97K +9 +0.5%
PL
666
Plancorp LLC
Missouri
$475K -$109K -499 -20%
RWA
667
River Wealth Advisors
Pennsylvania
$471K -$33.7K -154 -7%
CFO
668
Callan Family Office
Pennsylvania
$470K -$11.8K -54 -3%
WSC
669
Wellington Shields & Co
New York
$468K – – –
WS
670
Wedbush Securities
California
$466K -$56.6K -259 -12%
FMII
671
Farmers & Merchants Investments Inc
Nebraska
$462K – – –
EM
672
Excalibur Management
Massachusetts
$460K +$6.78K +31 +2%
TIA
673
Traphagen Investment Advisors
New Jersey
$459K +$875 +4 +0.2%
KPWS
674
Kestra Private Wealth Services
Texas
$457K -$14.4K -66 -3%
TF
675
Tompkins Financial
New York
$456K +$262K +1,200 +168%