We are live on ! Find out more
MTB icon

M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
751
Prospera Financial Services
Texas
$263K +$278K +1,398 New
APP
752
Avantax Planning Partners
Iowa
$263K +$1.19K +6 +0.4%
BPA
753
Beacon Pointe Advisors
California
$261K -$597K -3,005 -68%
DWT
754
Dorsey & Whitney Trust
South Dakota
$260K -$1.79K -9 -0.6%
GWM
755
Geneos Wealth Management
Colorado
$259K +$274K +1,380 New
PCIA
756
Prime Capital Investment Advisors
Kansas
$259K +$2.19K +11 +0.8%
DWM
757
Daner Wealth Management
Georgia
$259K +$255K +1,282 New
CI
758
CX Institutional
Indiana
$257K +$2.19K +11 +0.8%
TIA
759
Traphagen Investment Advisors
New Jersey
$256K +$795 +4 +0.3%
LA
760
Latitude Advisors
Florida
$256K +$199 +1 +0.1%
SMC
761
Smith, Moore & Co
Missouri
$254K -$18.7K -94 -7%
IHL
762
Investment House LLC
California
$254K – – –
ST
763
Sageworth Trust
Pennsylvania
$254K – – –
GL
764
Graypoint LLC
New York
$252K +$4.57K +23 +2%
DS
765
DRW Securities
Illinois
$252K +$266K +1,340 New
JF
766
Jump Financial
Illinois
$251K +$266K +1,336 New
ZB
767
Zions Bancorporation
Utah
$250K +$184K +924 +226%
SP
768
Saranac Partners
$248K +$262K +1,320 New
CLA
769
Carnegie Lake Advisors
New Jersey
$247K – – –
OL
770
Optas LLC
Texas
$247K +$261K +1,312 New
SP
771
Successful Portfolios
Florida
$246K – – –
SPA
772
Sherbrooke Park Advisers
New York
$245K +$259K +1,301 New
AA
773
Alesco Advisors
New York
$244K -$1.79K -9 -0.7%
GWANC
774
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K +$4.77K +24 +2%
QWP
775
Quotient Wealth Partners
Texas
$243K +$7.36K +37 +3%
29 30
31
32 33