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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
551
Liberty Wealth Management
California
$5K +$102 +1 +2%
AIM
552
Anchor Investment Management
South Carolina
$4.61K – – –
OC
553
Oakworth Capital
Alabama
$4K – – –
RMC
554
Resources Management Corp
Connecticut
$4K – – –
SL
555
Savior LLC
Massachusetts
$4K – – –
AWM
556
Avior Wealth Management
Nebraska
$4K +$307 +3 +6%
NIC
557
Northwest Investment Counselors
Oregon
$4K +$4.39K +43 New
SFSIG
558
San Francisco Sentry Investment Group
California
$3K – – –
BDWM
559
Brewin Dolphin Wealth Management
Ireland
$2.21K +$2.45K +24 New
SWA
560
Sutton Wealth Advisors
Florida
$2.03K +$102 +1 +5%
ST
561
Smithfield Trust
Pennsylvania
$2K -$2.86K -28 -56%
EFSCE
562
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$1.43K -14 -42%
VNA
563
Valley National Advisers
Pennsylvania
$2K – – –
PWMG
564
Prestige Wealth Management Group
New Jersey
$2K +$1.23K +12 +80%
PFS
565
Prospera Financial Services
Texas
$2K +$2.76K +27 New
RWM
566
Raffa Wealth Management
District of Columbia
$1.2K – – –
RA
567
Rational Advisors
New York
$1K -$2.45K -24 -67%
TWA
568
TCI Wealth Advisors
Arizona
$1K -$2.04K -20 -69%
GI
569
Gradient Investments
Minnesota
$1K – – –
SA
570
SRH Advisors
Kansas
$1K – – –
TFM
571
TFC Financial Management
Massachusetts
$1K +$920 +9 New
PFWA
572
Paces Ferry Wealth Advisors
Georgia
$1K +$1.53K +15 New
FCA
573
FinTrust Capital Advisors
South Carolina
$6 +$1.64K +16 +36%
BGIM
574
Brandywine Global Investment Management
Pennsylvania
– -$11.8M -113,362 Closed
RHBC
575
R.H. Bluestein & Co
Michigan
– -$11.6M -111,689 Closed
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