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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
576
Newman & Schimel
Illinois
$360K – – –
JIC
577
Joel Isaacson & Co
New York
$360K +$408K +2,484 New
HWM
578
Howard Wealth Management
Connecticut
$357K -$83.7K -509 -17%
DEA
579
DoubleLine ETF Adviser
Florida
$353K +$400K +2,434 New
WF
580
Welch & Forbes
Massachusetts
$350K – – –
GT
581
Greenleaf Trust
Michigan
$348K -$21K -128 -5%
FCBT
582
First Citizens Bank & Trust
North Carolina
$347K -$5.26K -32 -1%
WS
583
Wedbush Securities
California
$347K -$3.62K -22 -0.9%
II
584
Inspire Investing
Idaho
$344K -$475K -2,886 -55%
WIP
585
WealthCare Investment Partners
Rhode Island
$341K +$3.12K +19 +0.8%
FTDI
586
First Trust Direct Indexing
Massachusetts
$340K -$39.1K -238 -9%
SRC
587
Shufro Rose & Co
New York
$339K +$28.8K +175 +8%
CG
588
Caprock Group
Idaho
$335K -$12.8K -78 -3%
CIS
589
Connors Investor Services
Pennsylvania
$334K – – –
AA
590
Addison Advisors
Vermont
$332K -$93.4K -568 -20%
FA
591
FDx Advisors
Illinois
$329K -$43.1K -262 -10%
APP
592
Alpha Paradigm Partners
Illinois
$328K – – –
SW
593
SVB Wealth
Massachusetts
$328K -$140K -851 -27%
AIM
594
Achmea Investment Management
Netherlands
$327K – – –
AAS
595
Ameritas Advisory Services
Nebraska
$326K +$177K +1,077 +92%
SCP
596
Sandhill Capital Partners
New York
$325K – – –
CWM
597
Connecticut Wealth Management
Connecticut
$323K +$136K +826 +59%
AIP
598
Ameritas Investment Partners
Nebraska
$323K -$26.5K -161 -7%
FB
599
Fulton Bank
Pennsylvania
$322K +$3.62K +22 +1%
AI
600
Atom Investors
Texas
$321K +$363K +2,210 New
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