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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
CC
651
Chicago Capital
Illinois
$372K
KWM
652
Kingsview Wealth Management
Oregon
$371K +$1.94K +11 +0.6%
MFA
653
Mayflower Financial Advisors
Massachusetts
$371K +$6.18K +35 +2%
RFN
654
Redwood Financial Network
Ohio
$370K +$38.1K +216 +13%
IWM
655
IHT Wealth Management
Illinois
$363K -$4.41K -25 -1%
FA
656
Fiducient Advisors
Illinois
$363K -$789K -4,469 -71%
CFSG
657
Community Financial Services Group
Vermont
$362K
AA
658
Addison Advisors
Vermont
$361K +$26.8K +152 +9%
KPWS
659
Kestra Private Wealth Services
Texas
$358K +$25.8K +146 +9%
EBA
660
Eagle Bay Advisors
New York
$357K -$4.24K -24 -1%
CIBC Private Wealth Group
661
CIBC Private Wealth Group
Georgia
$357K -$3.35K -19 -1%
SIC
662
Sage Investment Counsel
Tennessee
$356K
WA
663
WealthTrust Axiom
Pennsylvania
$356K
GWMR
664
GC Wealth Management RIA
Massachusetts
$350K +$88.4K +501 +38%
MT
665
Midwest Trust
Kansas
$349K +$317K +1,798 New
JIC
666
Joel Isaacson & Co
New York
$348K +$529 +3 +0.2%
EI
667
Ellevest Inc
New York
$346K +$50.8K +288 +19%
PCP
668
Perbak Capital Partners
United Kingdom
$341K +$310K +1,758 New
SHA
669
Seneca House Advisors
Virginia
$340K +$40.9K +232 +15%
BFIM
670
Beese Fulmer Investment Management
Ohio
$340K +$2.47K +14 +0.8%
DWA
671
Douglass Winthrop Advisors
New York
$339K
WIP
672
WealthCare Investment Partners
Rhode Island
$339K -$61.2K -347 -17%
LFA
673
Level Financial Advisors
New York
$338K -$529 -3 -0.2%
GWM
674
Geneos Wealth Management
Colorado
$335K -$124K -700 -29%
SCM
675
SCS Capital Management
Massachusetts
$333K +$176 +1 +0.1%