We are live on ! Find out more
MTB icon

M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
CF
801
Canoe Financial
Alberta, Canada
$215K +$167K +882 +274%
OR
802
Olympiad Research
Connecticut
$215K +$228K +1,204 New
FRA
803
Frank Rimerman Advisors
California
$215K +$228K +1,203 New
AWP
804
Ascent Wealth Partners
New York
$214K – – –
TF
805
Tompkins Financial
New York
$212K +$19K +100 +9%
HWA
806
Heartwood Wealth Advisors
Virginia
$211K – – –
TA
807
TrueWealth Advisors
Alabama
$211K – – –
ACL
808
Applied Capital LLC
Florida
$210K – – –
CAAM
809
Cornerstone Advisors Asset Management
Pennsylvania
$209K +$19K +100 +9%
WF
810
Wayfinding Financial
Washington
$203K +$216K +1,139 New
PI
811
PineBridge Investments
New York
$203K +$215K +1,135 New
XT
812
XTX Topco
Cayman Islands
$202K -$454K -2,392 -68%
WIA
813
World Investment Advisors
California
$202K +$214K +1,129 New
LWCFA
814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K – – –
VCM
815
Versant Capital Management
Arizona
$191K +$98.4K +519 +95%
JWA
816
JFS Wealth Advisors
Pennsylvania
$190K +$3.6K +19 +2%
MWA
817
Medallion Wealth Advisors
Connecticut
$183K +$46.3K +244 +31%
LS
818
Livforsakringsbolaget Skandia
Sweden
$180K – – –
EWA
819
EverSource Wealth Advisors
Alabama
$175K -$13.8K -73 -7%
HIMS
820
Hager Investment Management Services
New Hampshire
$165K – – –
CPBTD
821
Central Pacific Bank - Trust Division
Hawaii
$161K – – –
SFGP
822
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$150K +$8.54K +45 +6%
CI Investments Inc
823
CI Investments Inc
Ontario, Canada
$150K -$46.3K -244 -23%
PCM
824
Penserra Capital Management
California
$145K -$73K -385 -32%
SW
825
SVB Wealth
Massachusetts
$145K +$153K +809 New