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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Salvus Wealth Management
New Jersey
$590K +$59.3K +271 +12%
SWP
602
Sagespring Wealth Partners
Tennessee
$587K +$51.2K +234 +10%
TG
603
TCW Group
California
$586K -$16.8K -77 -3%
FHC
604
First Horizon Corporation
Tennessee
$583K +$35.6K +163 +7%
OAM
605
Occidental Asset Management
California
$581K +$533K +2,439 New
SF
606
Summit Financial
New Jersey
$580K -$21.6K -99 -4%
AFG
607
Atomi Financial Group
New York
$576K +$17.5K +80 +3%
CS
608
Cannell & Spears
New York
$576K -$4.37K -20 -0.8%
VCS
609
Vaughan & Co Securities
New Jersey
$574K -$21.9K -100 -4%
S
610
SignatureFD
Georgia
$573K +$15.5K +71 +3%
PI
611
PFG Investments
New York
$572K +$1.31K +6 +0.3%
IA
612
Integrity Alliance
Iowa
$572K +$33.2K +152 +7%
WT
613
Whittier Trust
California
$571K +$81.1K +371 +18%
GT
614
Greenleaf Trust
Michigan
$569K +$3.72K +17 +0.7%
GPWM
615
Grant Private Wealth Management
California
$563K +$178K +814 +52%
WCA
616
Westover Capital Advisors
Delaware
$561K – – –
TP
617
TritonPoint Partners
Maryland
$559K +$513K +2,348 New
EFG
618
Everhart Financial Group
Ohio
$556K -$1.09K -5 -0.2%
EAM
619
Empirical Asset Management
Massachusetts
$555K +$219 +1 +0%
CPIA
620
Cornell Pochily Investment Advisors
New York
$550K +$5.03K +23 +1%
PPWP
621
Premier Path Wealth Partners
New Jersey
$549K +$67.8K +310 +16%
KWMG
622
King Wealth Management Group
Florida
$547K – – –
C
623
Certuity
Florida
$547K +$165K +755 +49%
EI
624
Ellevest Inc
New York
$539K +$56.4K +258 +13%
IAA
625
Independent Advisor Alliance
North Carolina
$539K +$9.4K +43 +2%
23 24
25
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