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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
551
Symmetry Partners
Connecticut
$307K – – –
CCA
552
Cobblestone Capital Advisors
New York
$305K +$34.4K +284 +13%
HWM
553
Howard Wealth Management
Connecticut
$305K – – –
UAML
554
US Asset Management LLC
Pennsylvania
$302K -$14K -116 -5%
APWM
555
Argonautica Private Wealth Management
Massachusetts
$301K -$358K -2,961 -55%
WF
556
Welch & Forbes
Massachusetts
$301K +$2.18K +18 +0.7%
ISWM
557
Independent Solutions Wealth Management
New York
$300K -$3.02K -25 -1%
AA
558
ALPS Advisors
Colorado
$298K +$2.42K +20 +0.8%
BCV
559
Banque Cantonale Vaudoise
Switzerland
$298K +$48.4K +400 +20%
SBH
560
Segall Bryant & Hamill
Illinois
$298K +$847 +7 +0.3%
BHWM
561
Bar Harbor Wealth Management
New Hampshire
$298K -$59.8K -494 -17%
MA
562
Mutual Advisors
Nebraska
$296K +$290K +2,396 New
WS
563
Wedbush Securities
California
$293K -$70.2K -580 -20%
LJAC
564
L.J. Altfest & Co
New York
$293K +$80.5K +665 +39%
IWA
565
Intercontinental Wealth Advisors
Texas
$292K +$286K +2,363 New
SAM
566
Silvercrest Asset Management
New York
$292K +$30.5K +252 +12%
SPC
567
Sigma Planning Corp
Michigan
$290K +$284K +2,347 New
DEA
568
DoubleLine ETF Adviser
Florida
$290K +$53.7K +444 +23%
LFA
569
Legacy Financial Advisors
Kentucky
$290K -$19.7K -163 -7%
HI
570
Horizon Investments
North Carolina
$287K +$17.8K +147 +7%
FWCM
571
Ferguson Wellman Capital Management
Oregon
$286K -$94.9K -784 -25%
FWM
572
Focused Wealth Management
New York
$285K +$39.3K +325 +16%
CIS
573
Connors Investor Services
Pennsylvania
$285K -$13.9K -115 -5%
BPA
574
Beacon Pointe Advisors
California
$284K -$345K -2,853 -55%
CT
575
Coastline Trust
Rhode Island
$284K -$376K -3,105 -58%
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