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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
DEA
551
DoubleLine ETF Adviser
Florida
$386K +$32.7K +260 +10%
FFM
552
Forum Financial Management
Illinois
$385K – – –
WSTAM
553
Wilbanks Smith & Thomas Asset Management
Virginia
$383K -$13.3K -106 -4%
MFA
554
Mayflower Financial Advisors
Massachusetts
$382K +$2.39K +19 +0.7%
LMKC
555
L.M. Kohn & Company
Ohio
$379K -$17.1K -136 -5%
BBHC
556
Brown Brothers Harriman & Co
New York
$376K -$28.9K -230 -8%
CAM
557
Carret Asset Management
New York
$375K – – –
LWAM
558
Legacy Wealth Asset Management
Minnesota
$375K +$3.64K +29 +1%
CIAS
559
CFS Investment Advisory Services
New Jersey
$374K -$54K -430 -14%
BIAS
560
Beacon Investment Advisory Services
New Jersey
$373K +$90.8K +723 +36%
IFG
561
Independent Financial Group
California
$373K -$503 -4 -0.1%
PWP
562
Principle Wealth Partners
Connecticut
$365K -$10.9K -87 -3%
CWM
563
Congress Wealth Management
Massachusetts
$364K +$334K +2,657 New
BFG
564
Bleakley Financial Group
New Jersey
$361K +$880 +7 +0.3%
SS
565
Simplicity Solutions
Minnesota
$361K +$880 +7 +0.3%
CBC
566
Coombe, Bender & Co
New York
$360K – – –
CNBT
567
Canandaigua National Bank & Trust
New York
$358K -$23.9K -190 -7%
FC
568
Forte Capital
New York
$350K -$14.8K -118 -4%
FHA
569
First Horizon Advisors
Tennessee
$349K +$10.1K +80 +3%
AA
570
ALPS Advisors
Colorado
$347K -$18.2K -145 -5%
SP
571
Symmetry Partners
Connecticut
$343K – – –
LFA
572
Legacy Financial Advisors
Kentucky
$343K +$8.79K +70 +3%
WIP
573
WealthCare Investment Partners
Rhode Island
$342K +$2.89K +23 +0.9%
WA
574
WealthTrust Axiom
Pennsylvania
$339K +$311K +2,475 New
UAML
575
US Asset Management LLC
Pennsylvania
$338K +$310K +2,464 New
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