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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
651
Concord Wealth Partners
Virginia
$149K +$581 +4 +0.3%
ABLA
652
Alan B. Lancz & Associates
Ohio
$145K – – –
AAS
653
Ameritas Advisory Services
Nebraska
$143K -$153K -1,053 -47%
AF
654
Allworth Financial
California
$127K -$7.26K -50 -4%
DGAM
655
Desjardins Global Asset Management
Quebec, Canada
$126K -$290K -1,997 -66%
S
656
SignatureFD
Georgia
$126K +$46.7K +322 +44%
JWA
657
JFS Wealth Advisors
Pennsylvania
$123K +$1.31K +9 +0.9%
SOW
658
State of Wyoming
Wyoming
$123K +$7.55K +52 +5%
AAG
659
Armstrong Advisory Group
Massachusetts
$114K – – –
PCM
660
Penserra Capital Management
California
$111K – – –
BF
661
BOK Financial
Oklahoma
$109K -$5.34M -36,798 -98%
AS
662
AM Squared
Hong Kong
$108K -$305K -2,100 -70%
CT
663
Caldwell Trust
Florida
$105K – – –
GFWA
664
Grey Fox Wealth Advisors
Delaware
$104K +$126K +867 New
BWM
665
Baystate Wealth Management
Massachusetts
$97.6K +$1.16K +8 +1%
BCWM
666
Bartlett & Co Wealth Management
Ohio
$95.2K – – –
BC
667
Bartlett & Co
Ohio
$95K – – –
PTC
668
Private Trust Company
Ohio
$88.5K +$71.7K +494 +201%
SSB
669
Sandy Spring Bank
Maryland
$87.9K -$72.6K -500 -40%
QCG
670
Quadrant Capital Group
Ohio
$85.6K +$23.4K +161 +29%
TWM
671
Tradition Wealth Management
Minnesota
$84K +$102K +700 New
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$83.7K – – –
BTI
673
Blue Trust Inc
Georgia
$83K -$435 -3 -0.5%
LFA
674
Level Financial Advisors
New York
$82.9K – – –
FCB
675
First Command Bank
Texas
$80.2K – – –