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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
501
Tortoise Investment Management
New York
$26K -$73.6K -500 -67%
SFS
502
Sowell Financial Services
Arkansas
$26K -$16.8K -114 -31%
CFGS
503
Concourse Financial Group Securities
Alabama
$26K -$1.91K -13 -5%
BWA
504
Burt Wealth Advisors
Maryland
$26K – – –
LC
505
Lindbrook Capital
California
$25K -$12.7K -86 -26%
VRM
506
Vectors Research Management
New York
$25K – – –
FANJ
507
Financial Architects (New Jersey)
New Jersey
$24K +$147 +1 +0.4%
PCG
508
Private Capital Group
Connecticut
$23K – – –
ZB
509
Zions Bancorporation
Utah
$23K – – –
PFBT
510
Parkside Financial Bank & Trust
Missouri
$23K +$13.5K +92 +72%
NICM
511
Neo Ivy Capital Management
New York
$23K +$32.8K +223 New
CWP
512
CFM Wealth Partners
Texas
$22K +$24.1K +164 +357%
GRP
513
Global Retirement Partners
California
$21K – – –
NSIM
514
North Star Investment Management
Illinois
$21K – – –
AIM
515
AIA Investment Management
Singapore
$21K +$10.4K +71 +54%
CI
516
CX Institutional
Indiana
$20K -$10.9K -74 -28%
OAM
517
Oppenheimer Asset Management
New York
$20K +$12.8K +87 +78%
IRC
518
Investors Research Corp
Georgia
$19K – – –
AF
519
Advisornet Financial
Minnesota
$18K – – –
EI
520
Ellevest Inc
New York
$14K -$441 -3 -2%
AF
521
Allworth Financial
California
$14K – – –
RFA
522
Reilly Financial Advisors
California
$13K – – –
RTC
523
Riverview Trust Company
Washington
$13K – – –
SIM
524
Sonora Investment Management
Arizona
$13K – – –
SGAM
525
Smith Group Asset Management
Texas
$12K +$17.2K +117 New
19 20
21
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