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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
576
Wealthspire Advisors (New York)
New York
$516K -$25.4K -134 -4%
BP
577
Ballentine Partners
Massachusetts
$516K +$143K +755 +35%
CPA
578
Court Place Advisors
Maryland
$514K +$4.55K +24 +0.8%
FFM
579
Forum Financial Management
Illinois
$513K -$759 -4 -0.1%
QCM
580
QRG Capital Management
Illinois
$513K +$36.6K +193 +7%
RFA
581
Resurgent Financial Advisors
Georgia
$512K -$759 -4 -0.1%
CL
582
CSS LLC
Illinois
$509K -$49.3K -260 -8%
FB
583
Fulton Bank
Pennsylvania
$508K -$156K -824 -22%
PCM
584
Prelude Capital Management
New York
$506K +$537K +2,833 New
OBWG
585
Onyx Bridge Wealth Group
New York
$505K – – –
IFA
586
Independence Financial Advisors
New Hampshire
$505K +$536K +2,824 New
SOS
587
Silver Oak Securities
Tennessee
$504K -$96.9K -511 -15%
ATC
588
Argent Trust Co
Tennessee
$503K +$163K +858 +44%
VCS
589
Vaughan & Co Securities
New Jersey
$499K -$180K -949 -25%
CNC
590
Citizens & Northern Corp
Pennsylvania
$498K – – –
SPC
591
Sigma Planning Corp
Michigan
$496K -$4.93K -26 -0.9%
BIAS
592
Beacon Investment Advisory Services
New Jersey
$495K – – –
HCPC
593
Hamilton Capital Partners (Canada)
$494K -$86.9K -458 -14%
FFA
594
Farther Finance Advisors
California
$481K +$18.8K +99 +4%
JC
595
JB Capital
Connecticut
$480K -$2.65K -14 -0.5%
IPW
596
Impact Partnership Wealth
Georgia
$477K +$506K +2,668 New
MA
597
Montag & Associates
Georgia
$476K – – –
LFA
598
Legacy Financial Advisors
Kentucky
$476K +$6.83K +36 +1%
PWP
599
Principle Wealth Partners
Connecticut
$476K – – –
SCA
600
Snowden Capital Advisors
New York
$472K -$23.5K -124 -4%
22 23
24
25 26