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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWIA
501
Bryant Woods Investment Advisors
New York
$563K -$467K -2,819 -47%
SAM
502
Smartleaf Asset Management
Massachusetts
$554K +$90.7K +547 +21%
JGUA
503
John G. Ullman & Associates
New York
$553K +$515K +3,106 New
CAG
504
Crestwood Advisors Group
Massachusetts
$553K +$9.45K +57 +2%
RJT
505
Raymond James Trust
Florida
$546K +$109K +656 +27%
CCM
506
Cutler Capital Management
Massachusetts
$540K – – –
MAS
507
Meeder Advisory Services
Ohio
$540K +$58K +350 +13%
LSAG
508
Lake Street Advisors Group
New Hampshire
$538K +$5.97K +36 +1%
HPCM
509
Hunter Perkins Capital Management
Illinois
$533K – – –
A
510
AlphaQuest
New York
$532K -$47.9K -289 -9%
LWAM
511
Legacy Wealth Asset Management
Minnesota
$531K -$3.15K -19 -0.6%
WT
512
Whittier Trust
California
$530K -$8.46K -51 -2%
BRWA
513
B. Riley Wealth Advisors
Florida
$530K -$88K -531 -15%
NWMG
514
National Wealth Management Group
Ohio
$529K +$492K +2,970 New
SPC
515
Sigma Planning Corp
Michigan
$523K -$7.96K -48 -2%
TW
516
TritonPoint Wealth
Maryland
$522K -$69.1K -417 -12%
DC
517
Davenport & Co
Virginia
$518K -$24K -145 -5%
SWP
518
Strategic Wealth Partners
Ohio
$517K -$16.4K -99 -3%
CL
519
CSS LLC
Illinois
$509K +$474K +2,860 New
GC
520
Grimes & Company
Massachusetts
$509K +$4.48K +27 +1%
CPA
521
Court Place Advisors
Maryland
$508K -$9.95K -60 -2%
BIAS
522
Beacon Investment Advisory Services
New Jersey
$508K +$21.6K +130 +5%
CA
523
Clearstead Advisors
Ohio
$505K +$3.48K +21 +0.7%
AFM
524
Armstrong Fleming & Moore
District of Columbia
$504K – – –
OBWG
525
Onyx Bridge Wealth Group
New York
$503K +$166 +1 +0%
19 20
21
22 23