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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
676
Kathmere Capital Management
Pennsylvania
$332K -$51.2K -290 -14%
DAS
677
Diversify Advisory Services
Utah
$332K +$306K +1,735 New
CIS
678
Connors Investor Services
Pennsylvania
$331K
KWA
679
Kingswood Wealth Advisors
California
$330K +$10.4K +59 +4%
PCM
680
Princeton Capital Management
New Jersey
$328K +$299K +1,693 New
SWM
681
Salvus Wealth Management
New Jersey
$327K +$7.41K +42 +3%
WA
682
Waverly Advisors
Alabama
$327K -$882 -5 -0.3%
NPFS
683
Novak & Powell Financial Services
Florida
$324K +$1.59K +9 +0.5%
LA
684
Latitude Advisors
Florida
$320K -$18K -102 -6%
NA
685
Note Advisors
New York
$317K -$23.5K -133 -8%
Empower Advisory Group
686
Empower Advisory Group
Colorado
$317K +$3.35K +19 +1%
CI
687
Cigna Investments
Connecticut
$316K -$9.18K -52 -3%
SFG
688
SevenBridge Financial Group
Pennsylvania
$311K -$7.41K -42 -3%
BBA
689
BLB&B Advisors
Pennsylvania
$311K
BW
690
BXM Wealth
Colorado
$310K +$282K +1,600 New
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$310K -$15K -85 -5%
CI
692
CX Institutional
Indiana
$307K +$39.5K +224 +17%
MCM
693
MAI Capital Management
Ohio
$306K +$41.5K +235 +18%
CFO
694
Collective Family Office
Pennsylvania
$305K +$3.53K +20 +1%
CCA
695
Cobblestone Capital Advisors
New York
$305K -$353 -2 -0.1%
FTWA
696
Fifth Third Wealth Advisors
Ohio
$302K -$4.94K -28 -2%
AAIS
697
ABN AMRO Investment Solutions
$301K
BI
698
Bradyco Inc
Massachusetts
$300K
BPA
699
Beacon Pointe Advisors
California
$300K +$273K +1,545 New
GM
700
GeoWealth Management
Illinois
$299K -$2.82K -16 -1%