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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
676
IHT Wealth Management
Illinois
$355K -$310K -1,559 -45%
KCM
677
Kathmere Capital Management
Pennsylvania
$353K +$27.6K +139 +8%
DWA
678
Douglass Winthrop Advisors
New York
$353K
EBA
679
Eagle Bay Advisors
New York
$351K
CFSG
680
Community Financial Services Group
Vermont
$351K
KWM
681
Kingsview Wealth Management
Oregon
$350K +$14.9K +75 +4%
PPWP
682
Premier Path Wealth Partners
New Jersey
$349K +$6.16K +31 +2%
EB
683
Eastern Bank
Massachusetts
$349K -$56.3K -283 -13%
SIC
684
Sage Investment Counsel
Tennessee
$345K +$365K +1,836 New
PCMC
685
Paragon Capital Management (Colorado)
Colorado
$344K -$5.76K -29 -2%
AA
686
Addison Advisors
Vermont
$340K +$29.8K +150 +9%
AWM
687
AE Wealth Management
Kansas
$340K +$13.5K +68 +4%
MFA
688
Mayflower Financial Advisors
Massachusetts
$340K +$1.99K +10 +0.6%
SFG
689
SevenBridge Financial Group
Pennsylvania
$339K -$19.9K -100 -6%
NA
690
Note Advisors
New York
$339K +$359K +1,805 New
FCI
691
Financial Counselors Inc
Kansas
$339K -$35.2K -177 -9%
DZ Bank
692
DZ Bank
Germany
$338K +$358K +1,800 New
SFI
693
Siemens Fonds Invest
Germany
$338K
JIC
694
Joel Isaacson & Co
New York
$336K +$596 +3 +0.2%
MWM
695
Meridian Wealth Management
Kentucky
$336K +$13.1K +66 +4%
CWM
696
Congress Wealth Management
Massachusetts
$334K +$353K +1,776 New
LFA
697
Level Financial Advisors
New York
$333K -$596 -3 -0.2%
AG
698
AIA Group
Hong Kong
$328K -$36.6K -184 -10%
UB
699
Umpqua Bank
Oregon
$327K +$33.4K +168 +11%
GRP
700
Global Retirement Partners
California
$326K +$31K +156 +10%