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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
701
Kingsview Wealth Management
Oregon
$405K -$56.6K -259 -13%
JF
702
Jump Financial
Illinois
$403K -$174K -794 -32%
LFA
703
Level Financial Advisors
New York
$403K +$219 +1 +0.1%
CSPIA
704
Cary Street Partners Investment Advisory
Virginia
$401K +$15.1K +69 +4%
MT
705
Midwest Trust
Kansas
$399K -$2.19K -10 -0.6%
PA
706
Profund Advisors
Maryland
$399K -$23.8K -109 -6%
AIA
707
AssuredPartners Investment Advisors
Florida
$398K +$3.5K +16 +1%
SFG
708
SevenBridge Financial Group
Pennsylvania
$397K -$9.62K -44 -3%
DT
709
Diversified Trust
Tennessee
$397K +$17.7K +81 +5%
BHWM
710
Bar Harbor Wealth Management
New Hampshire
$396K -$146K -667 -29%
CI
711
CX Institutional
Indiana
$393K +$11.8K +54 +3%
Empower Advisory Group
712
Empower Advisory Group
Colorado
$392K – – –
PCG
713
Prosperity Consulting Group
Maryland
$391K +$119K +542 +49%
OL
714
Optas LLC
Texas
$390K +$14.7K +67 +4%
PFPG
715
Pinnacle Financial Partners (Georgia)
Georgia
$389K +$357K +1,634 New
SCP
716
Sandhill Capital Partners
New York
$383K -$39.8K -182 -10%
OAM
717
Ostrum Asset Management
France
$383K – – –
BBA
718
BLB&B Advisors
Pennsylvania
$381K – – –
BW
719
BXM Wealth
Colorado
$381K – – –
USWIA
720
UP Strategic Wealth Investment Advisors
Pennsylvania
$381K – – –
SRC
721
Shufro Rose & Co
New York
$377K – – –
D.E. Shaw & Co
722
D.E. Shaw & Co
New York
$376K +$345K +1,578 New
SWP
723
Stratos Wealth Partners
Ohio
$369K +$31.9K +146 +10%
ST
724
Smithfield Trust
Pennsylvania
$368K – – –
PWM
725
Perigon Wealth Management
California
$367K +$49.2K +225 +17%