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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
526
SYSTM Wealth Solutions
Illinois
$353K -$285K -2,356 -45%
MOS
527
MGO One Seven
Ohio
$348K -$30.9K -255 -8%
FFM
528
Forum Financial Management
Illinois
$347K -$242 -2 -0.1%
CNBT
529
Canandaigua National Bank & Trust
New York
$347K -$10.4K -86 -3%
MFA
530
Mayflower Financial Advisors
Massachusetts
$344K -$6.9K -57 -2%
CAS
531
CTC Alternative Strategies
Illinois
$340K +$333K +2,750 New
CAM
532
Carret Asset Management
New York
$339K – – –
MCM
533
Magnolia Capital Management
New York
$338K – – –
IFG
534
Independent Financial Group
California
$337K -$1.21K -10 -0.4%
BC
535
Burney Company
Virginia
$336K -$53.4K -441 -14%
BBHC
536
Brown Brothers Harriman & Co
New York
$335K -$74.2K -613 -18%
FC
537
Forte Capital
New York
$333K -$27.1K -224 -8%
LWAM
538
Legacy Wealth Asset Management
Minnesota
$332K +$325K +2,686 New
PWP
539
Principle Wealth Partners
Connecticut
$331K -$11.1K -92 -3%
AC
540
Avestar Capital
New York
$326K -$3.99K -33 -1%
CBC
541
Coombe, Bender & Co
New York
$325K -$14.2K -117 -4%
QT
542
Quantbot Technologies
New York
$322K -$1.45M -11,965 -82%
ALAM
543
Asahi Life Asset Management
Japan
$321K +$313K +2,590 New
VA
544
Valmark Advisers
Ohio
$314K – – –
KWMG
545
King Wealth Management Group
Florida
$311K – – –
VAM
546
Vontobel Asset Management
New York
$311K -$32.7K -270 -10%
GT
547
Greenleaf Trust
Michigan
$310K +$50.5K +417 +20%
WC
548
Wexford Capital
Florida
$309K +$302K +2,500 New
FA
549
FDx Advisors
Illinois
$308K +$26.6K +220 +10%
WIP
550
WealthCare Investment Partners
Rhode Island
$308K +$3.02K +25 +1%
20 21
22
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