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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
501
Freestone Capital Holdings
Washington
$500K +$35.2K +241 +8%
CMS
502
Capital Market Strategies
Florida
$499K – – –
VH
503
Visionary Horizons
Tennessee
$499K +$33.6K +230 +7%
A
504
AlphaQuest
New York
$496K -$579K -3,965 -55%
PA
505
Profund Advisors
Maryland
$492K -$37.8K -259 -7%
GVAG
506
Great Valley Advisor Group
Delaware
$486K -$584 -4 -0.1%
FHA
507
First Horizon Advisors
Tennessee
$485K +$14.3K +98 +3%
IFG
508
Independent Financial Group
California
$483K +$68.7K +470 +17%
WANY
509
Wealthspire Advisors (New York)
New York
$482K -$143K -977 -23%
WWM
510
Western Wealth Management
Colorado
$480K -$1.9K -13 -0.4%
KWA
511
Kingswood Wealth Advisors
California
$471K +$454K +3,110 New
HI
512
Horizon Investments
North Carolina
$470K +$3.36K +23 +0.7%
BFG
513
Bleakley Financial Group
New Jersey
$469K +$16.9K +116 +4%
SW
514
Simplicity Wealth
New Jersey
$468K +$16.9K +116 +4%
RAM
515
Readystate Asset Management
Illinois
$465K +$449K +3,075 New
MA
516
Montag & Associates
Georgia
$464K – – –
DC
517
Davenport & Co
Virginia
$462K +$29.1K +199 +7%
CAG
518
Crestwood Advisors Group
Massachusetts
$461K -$4.38K -30 -1%
CL
519
Choreo LLC
Illinois
$460K +$448K +3,066 New
CCM
520
Cutler Capital Management
Massachusetts
$459K -$146 -1 -0%
WT
521
Whittier Trust
California
$458K -$13.4K -92 -3%
SWP
522
Strategic Wealth Partners
Ohio
$454K +$438K +3,001 New
LWAM
523
Legacy Wealth Asset Management
Minnesota
$454K +$32.4K +222 +8%
HPCM
524
Hunter Perkins Capital Management
Illinois
$453K – – –
PFPT
525
Pinnacle Financial Partners (Tennessee)
Tennessee
$452K – – –
19 20
21
22 23