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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
651
Argonautica Private Wealth Management
Massachusetts
$416K – – –
EI
652
Ellevest Inc
New York
$415K +$24.8K +115 +6%
IWM
653
IHT Wealth Management
Illinois
$415K +$9.69K +45 +2%
CCM
654
Charter Capital Management
Wisconsin
$413K – – –
DAM
655
Deltec Asset Management
New York
$413K – – –
GM
656
GeoWealth Management
Illinois
$413K -$59K -274 -12%
PPWP
657
Premier Path Wealth Partners
New Jersey
$413K +$29.7K +138 +7%
KPWS
658
Kestra Private Wealth Services
Texas
$411K -$60.3K -280 -12%
XF
659
XML Financial
Maryland
$411K -$304K -1,411 -42%
TE
660
Tema ETFs
New York
$408K +$1.51K +7 +0.4%
WTC
661
WhitTier Trust Company
Nevada
$406K +$4.09K +19 +1%
WSC
662
Wellington Shields & Co
New York
$406K – – –
KWM
663
Kingsview Wealth Management
Oregon
$405K -$22.6K -105 -5%
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$401K -$331K -1,538 -44%
BBA
665
Baader Bank Aktiengesellschaft
Germany
$399K +$415K +1,929 New
TIA
666
Traphagen Investment Advisors
New Jersey
$398K +$137K +638 +50%
KWA
667
Kingswood Wealth Advisors
California
$396K -$15.9K -74 -4%
FMI
668
Frec Markets Inc
California
$396K +$130K +604 +46%
WTA
669
Washington Trust Advisors
Massachusetts
$396K +$1.08K +5 +0.3%
CC
670
Chicago Capital
Illinois
$395K -$1.08K -5 -0.3%
WA
671
Waverly Advisors
Alabama
$393K -$18.9K -88 -4%
EM
672
Excalibur Management
Massachusetts
$393K -$43K -200 -10%
DAS
673
Diversify Advisory Services
Utah
$391K -$4.3K -20 -1%
VSQM
674
V-Square Quantitative Management
Illinois
$391K +$17.6K +82 +5%
CWG
675
Cornerstone Wealth Group
North Carolina
$386K -$2.8K -13 -0.7%
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