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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
501
Fiduciary Trust
Massachusetts
$377K -$163K -1,249 -30%
BBHC
502
Brown Brothers Harriman & Co
New York
$376K +$34.6K +265 +10%
IPW
503
Impact Partnership Wealth
Georgia
$373K +$384K +2,946 New
II
504
Inspire Investing
Idaho
$367K -$35.7K -274 -9%
WSTAM
505
Wilbanks Smith & Thomas Asset Management
Virginia
$367K +$378K +2,900 New
LMKC
506
L.M. Kohn & Company
Ohio
$366K -$913 -7 -0.2%
FFM
507
Forum Financial Management
Illinois
$355K – – –
CNBT
508
Canandaigua National Bank & Trust
New York
$355K – – –
MOS
509
MGO One Seven
Ohio
$353K -$2.48K -19 -0.7%
MFA
510
Mayflower Financial Advisors
Massachusetts
$350K -$1.56K -12 -0.4%
PWP
511
Principle Wealth Partners
Connecticut
$347K +$9.91K +76 +3%
CAM
512
Carret Asset Management
New York
$346K – – –
MCM
513
Magnolia Capital Management
New York
$345K – – –
IFG
514
Independent Financial Group
California
$344K +$522 +4 +0.1%
LWAM
515
Legacy Wealth Asset Management
Minnesota
$342K +$2.48K +19 +0.7%
AA
516
ALPS Advisors
Colorado
$338K +$34.4K +264 +11%
FC
517
Forte Capital
New York
$338K -$3K -23 -0.9%
GT
518
Greenleaf Trust
Michigan
$333K +$16.2K +124 +5%
BFG
519
Bleakley Financial Group
New Jersey
$332K -$31K -238 -8%
SS
520
Simplicity Solutions
Minnesota
$332K -$30.8K -236 -8%
CBC
521
Coombe, Bender & Co
New York
$332K – – –
LI
522
LVZ Inc
Michigan
$331K -$134K -1,027 -28%
SOW
523
State of Wyoming
Wyoming
$331K +$279K +2,139 +447%
OR
524
Olympiad Research
Connecticut
$329K +$340K +2,605 New
PCM
525
Prelude Capital Management
New York
$329K +$340K +2,605 New
19 20
21
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