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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Silverlake Wealth Management
Vermont
$243K +$52.9K +279 +26%
CI
752
CX Institutional
Indiana
$242K -$1.9K -10 -0.7%
IHL
753
Investment House LLC
California
$241K
ST
754
Sageworth Trust
Pennsylvania
$241K
JSC
755
Jackson Square Capital
California
$240K -$648K -3,418 -72%
MCM
756
MAI Capital Management
Ohio
$240K +$14.2K +75 +6%
PFS
757
Prospera Financial Services
Texas
$239K -$11.6K -61 -4%
AIA
758
AssuredPartners Investment Advisors
Florida
$238K +$252K +1,329 New
FC
759
Farringdon Capital
United Kingdom
$237K -$1.29M -6,800 -84%
STA
760
Summit Trail Advisors
New York
$237K -$41.2K -217 -14%
CB
761
Community Bank
New York
$236K -$78.3K -413 -24%
SSWM
762
Strait & Sound Wealth Management
California
$236K -$117K -615 -32%
SP
763
Saranac Partners
$236K
BMCM
764
Bryn Mawr Capital Management
Pennsylvania
$236K +$250K +1,319 New
CLA
765
Carnegie Lake Advisors
New Jersey
$235K
WIC
766
Woodmont Investment Counsel
Tennessee
$235K -$180K -950 -42%
SP
767
Successful Portfolios
Florida
$233K -$948 -5 -0.4%
GWMR
768
GC Wealth Management RIA
Massachusetts
$233K +$19.2K +101 +8%
AA
769
Alesco Advisors
New York
$232K
QWP
770
Quotient Wealth Partners
Texas
$231K -$379 -2 -0.2%
UFF
771
USA Financial Formulas
Michigan
$230K -$859K -4,531 -78%
GWANC
772
Guardian Wealth Advisors (North Carolina)
North Carolina
$230K -$1.9K -10 -0.8%
AWAP
773
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$229K
YIA
774
YHB Investment Advisors
Connecticut
$229K +$243K +1,281 New
MCCA
775
Mill Creek Capital Advisors
Pennsylvania
$228K +$1.9K +10 +0.8%