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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
EI
676
Ellevest Inc
New York
$381K -$65.7K -344 -15%
MSRI
677
Michael S. Ryan Inc
New York
$377K +$2.1K +11 +0.6%
FC
678
FORA Capital
Florida
$376K -$96.7K -506 -23%
CFSG
679
Community Financial Services Group
Vermont
$376K -$22.7K -119 -6%
AA
680
Addison Advisors
Vermont
$375K
PPWP
681
Premier Path Wealth Partners
New Jersey
$374K -$9.36K -49 -3%
KCP
682
Kera Capital Partners
California
$373K +$322K +1,684 New
BIG
683
Brooklyn Investment Group
New York
$373K +$348K +1,822 New
TAM
684
Trust Asset Management
Texas
$372K -$14.5K -76 -4%
SIC
685
Sage Investment Counsel
Tennessee
$370K
GS
686
GTS Securities
Florida
$368K +$147K +771 +73%
SWP
687
Sagespring Wealth Partners
Tennessee
$366K +$36.9K +193 +12%
SP
688
SmartHarvest Portfolios
Washington
$366K +$347K +1,815 New
VSQM
689
V-Square Quantitative Management
Illinois
$364K +$346K +1,809 New
JF
690
Jump Financial
Illinois
$363K -$549K -2,876 -62%
WA
691
WealthTrust Axiom
Pennsylvania
$362K
FDP
692
Financiere des Professionnels
Quebec, Canada
$361K
CWG
693
Cornerstone Wealth Group
North Carolina
$358K -$5.36M -28,039 -94%
CIBC Private Wealth Group
694
CIBC Private Wealth Group
Georgia
$357K -$62.1K -325 -15%
VCM
695
Voleon Capital Management
California
$357K -$99K -518 -23%
CFO
696
Collective Family Office
Pennsylvania
$357K +$38.2K +200 +13%
FA
697
Fiducient Advisors
Illinois
$357K -$19.1K -100 -5%
MAM
698
MMA Asset Management
Pennsylvania
$354K
VVP
699
Venture Visionary Partners
Ohio
$353K -$178K -932 -35%
DWA
700
Douglass Winthrop Advisors
New York
$353K