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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
526
Montag & Associates
Georgia
$502K -$40.8K -246 -8%
BBHC
527
Brown Brothers Harriman & Co
New York
$501K +$21.4K +129 +5%
FFM
528
Forum Financial Management
Illinois
$501K +$332 +2 +0.1%
WS
529
Wedbush Securities
California
$500K +$64.5K +389 +16%
HR
530
Howe & Rusling
New York
$497K – – –
CIC
531
Carnegie Investment Counsel
Ohio
$495K +$8.29K +50 +2%
DEA
532
DoubleLine ETF Adviser
Florida
$494K -$24.7K -149 -5%
CCG
533
Catalina Capital Group
California
$493K -$17.7K -107 -4%
EF
534
Empowered Funds
Pennsylvania
$493K +$40.6K +245 +10%
RWA
535
River Wealth Advisors
Pennsylvania
$491K -$14.4K -87 -3%
UAML
536
US Asset Management LLC
Pennsylvania
$483K -$4.97K -30 -1%
ONGA
537
O'Neil Global Advisors
California
$483K +$450K +2,712 New
IFG
538
Independent Financial Group
California
$480K -$82.9K -500 -16%
JC
539
JB Capital
Connecticut
$479K +$3.98K +24 +0.9%
AWM
540
Apollon Wealth Management
South Carolina
$477K +$77.4K +467 +21%
QWM
541
Quadcap Wealth Management
Texas
$477K +$663 +4 +0.1%
PWP
542
Principle Wealth Partners
Connecticut
$474K – – –
RFA
543
Resurgent Financial Advisors
Georgia
$473K +$62K +374 +16%
FFA
544
Farther Finance Advisors
California
$473K +$84.4K +509 +24%
PI
545
PFG Investments
New York
$472K +$6.47K +39 +1%
RA
546
Ransom Advisory
Rhode Island
$465K -$26.5K -160 -6%
WCA
547
Westover Capital Advisors
Delaware
$464K – – –
LFA
548
Legacy Financial Advisors
Kentucky
$463K +$16.6K +100 +4%
MG
549
Mather Group
Illinois
$463K +$20.4K +123 +5%
LMKC
550
L.M. Kohn & Company
Ohio
$461K -$27.2K -164 -6%
20 21
22
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