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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
TA
801
TrueWealth Advisors
Alabama
$222K
ACL
802
Applied Capital LLC
Florida
$221K -$4.97K -25 -2%
MW
803
Marcum Wealth
Ohio
$221K -$44.1K -222 -16%
SI
804
Stephens Inc
Arkansas
$218K -$10.1K -51 -4%
FWCM
805
Ferguson Wellman Capital Management
Oregon
$218K
RIM
806
Rockbridge Investment Management
New York
$215K +$227K +1,142 New
CP
807
Clarendon Private
Massachusetts
$210K +$222K +1,119 New
GWM
808
Gitterman Wealth Management
New Jersey
$209K -$56.3K -283 -20%
BPWM
809
Badgley Phelps Wealth Managers
Washington
$207K +$219K +1,100 New
BW
810
BXM Wealth
Colorado
$207K +$219K +1,100 New
CFM
811
Catalyst Funds Management
Australia
$207K +$219K +1,100 New
EC
812
Enhancing Capital
Pennsylvania
$207K +$219K +1,100 New
MCM
813
Monument Capital Management
Virginia
$206K +$218K +1,097 New
FDCP
814
Foster Dykema Cabot & Partners
Massachusetts
$205K
TF
815
Tompkins Financial
New York
$204K -$99.4K -500 -32%
CI Investments Inc
816
CI Investments Inc
Ontario, Canada
$204K +$56.3K +283 +35%
SWM
817
Silverlake Wealth Management
Vermont
$203K -$91.4K -460 -30%
WC
818
Whitney & Co
New York
$202K +$214K +1,076 New
MWM
819
Modera Wealth Management
New Jersey
$202K +$214K +1,076 New
CHP
820
Cable Hill Partners
Oregon
$201K +$213K +1,071 New
ORC
821
O'Rourke & Company
Massachusetts
$201K +$213K +1,070 New
CAAM
822
Cornerstone Advisors Asset Management
Pennsylvania
$201K -$199K -1,000 -48%
NWAG
823
Net Worth Advisory Group
Utah
$201K +$212K +1,067 New
NRS
824
Neville Rodie & Shaw
New York
$200K +$211K +1,062 New
EWA
825
EverSource Wealth Advisors
Alabama
$198K -$9.94K -50 -5%