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M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
OR
801
Olympiad Research
Connecticut
$215K +$228K +1,204 New
FRA
802
Frank Rimerman Advisors
California
$215K +$228K +1,203 New
AWP
803
Ascent Wealth Partners
New York
$214K
TF
804
Tompkins Financial
New York
$212K +$19K +100 +9%
HWA
805
Heartwood Wealth Advisors
Virginia
$211K
TA
806
TrueWealth Advisors
Alabama
$211K
ACL
807
Applied Capital LLC
Florida
$210K
CAAM
808
Cornerstone Advisors Asset Management
Pennsylvania
$209K +$19K +100 +9%
WF
809
Wayfinding Financial
Washington
$203K +$216K +1,139 New
PI
810
PineBridge Investments
New York
$203K +$215K +1,135 New
XT
811
XTX Topco
Cayman Islands
$202K -$454K -2,392 -68%
WIA
812
World Investment Advisors
California
$202K +$214K +1,129 New
LWCFA
813
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K
VCM
814
Versant Capital Management
Arizona
$191K +$98.4K +519 +95%
JWA
815
JFS Wealth Advisors
Pennsylvania
$190K +$3.6K +19 +2%
MWA
816
Medallion Wealth Advisors
Connecticut
$183K +$46.3K +244 +31%
LS
817
Livforsakringsbolaget Skandia
Sweden
$180K
EWA
818
EverSource Wealth Advisors
Alabama
$175K -$13.8K -73 -7%
HIMS
819
Hager Investment Management Services
New Hampshire
$165K
CPBTD
820
Central Pacific Bank - Trust Division
Hawaii
$161K
SFGP
821
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$150K +$8.54K +45 +6%
CI Investments Inc
822
CI Investments Inc
Ontario, Canada
$150K -$46.3K -244 -23%
PCM
823
Penserra Capital Management
California
$145K -$73K -385 -32%
SW
824
SVB Wealth
Massachusetts
$145K +$153K +809 New
O
825
Ossiam
France
$138K -$3.24M -17,107 -96%