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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
501
Beacon Pointe Advisors
California
$559K +$586K +3,490 New
DMKJ
502
David M. Knott Jr
$558K +$387K +2,301 +192%
LWAC
503
Laurel Wealth Advisors (California)
California
$548K +$176K +1,047 +44%
NIM
504
NuWave Investment Management
New Jersey
$541K +$523K +3,114 +1,116%
CAG
505
Crestwood Advisors Group
Massachusetts
$535K +$564K +3,356 New
FIM
506
Freedom Investment Management
Connecticut
$530K +$559K +3,328 New
SWM
507
SeaCrest Wealth Management
New York
$530K +$559K +3,326 New
PA
508
Profund Advisors
Maryland
$529K -$2.52K -15 -0.4%
WA
509
WealthTrust Axiom
Pennsylvania
$529K +$9.91K +59 +2%
PA
510
Procyon Advisors
Connecticut
$529K +$319K +1,897 +134%
PWP
511
Principle Wealth Partners
Connecticut
$528K +$118K +703 +27%
SC
512
Savant Capital
Illinois
$525K +$344K +2,047 +164%
FFM
513
Forum Financial Management
Illinois
$521K +$258K +1,535 +88%
YWP
514
YorkBridge Wealth Partners
New York
$520K -$38.5K -229 -7%
SMC
515
Smith, Moore & Co
Missouri
$517K +$133K +793 +32%
CCM
516
Coldstream Capital Management
Washington
$517K +$228K +1,359 +72%
BHWM
517
Bar Harbor Wealth Management
New Hampshire
$513K +$541K +3,220 New
CIAS
518
CFS Investment Advisory Services
New Jersey
$507K +$534K +3,179 New
ISWM
519
Independent Solutions Wealth Management
New York
$507K -$6.22K -37 -1%
BSW
520
Buckingham Strategic Wealth
Missouri
$506K +$138K +824 +35%
LNC
521
Lincoln National Corp
Pennsylvania
$506K +$182K +1,085 +52%
AIP
522
Ameritas Investment Partners
Nebraska
$503K +$248K +1,478 +88%
BMSSC
523
B. Metzler seel. Sohn & Co
Germany
$500K -$1.4M -8,354 -73%
CWA
524
Clearview Wealth Advisors
Oregon
$496K +$98K +583 +23%
OPS
525
Orion Portfolio Solutions
Nebraska
$496K +$100K +597 +24%
19 20
21
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