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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
VRS
601
Virginia Retirement Systems
Virginia
$595K +$21.9K +100 +4%
FHA
602
Flagship Harbor Advisors
Massachusetts
$595K +$1.31K +6 +0.2%
GM
603
GeoWealth Management
Illinois
$593K +$108K +496 +25%
SWM
604
Salvus Wealth Management
New Jersey
$590K +$59.3K +271 +12%
SWP
605
Sagespring Wealth Partners
Tennessee
$587K +$51.2K +234 +10%
TG
606
TCW Group
California
$586K -$16.8K -77 -3%
FHC
607
First Horizon Corporation
Tennessee
$583K +$35.6K +163 +7%
OAM
608
Occidental Asset Management
California
$581K +$533K +2,439 New
SF
609
Summit Financial
New Jersey
$580K -$21.6K -99 -4%
AFG
610
Atomi Financial Group
New York
$576K +$17.5K +80 +3%
CS
611
Cannell & Spears
New York
$576K -$4.37K -20 -0.8%
VCS
612
Vaughan & Co Securities
New Jersey
$574K -$21.9K -100 -4%
S
613
SignatureFD
Georgia
$573K +$15.5K +71 +3%
PI
614
PFG Investments
New York
$572K +$1.31K +6 +0.3%
IA
615
Integrity Alliance
Iowa
$572K +$33.2K +152 +7%
WT
616
Whittier Trust
California
$571K +$81.1K +371 +18%
GT
617
Greenleaf Trust
Michigan
$569K +$3.72K +17 +0.7%
GPWM
618
Grant Private Wealth Management
California
$563K +$178K +814 +52%
WCA
619
Westover Capital Advisors
Delaware
$561K – – –
TP
620
TritonPoint Partners
Maryland
$559K +$513K +2,348 New
EFG
621
Everhart Financial Group
Ohio
$556K -$1.09K -5 -0.2%
EAM
622
Empirical Asset Management
Massachusetts
$555K +$219 +1 +0%
CPIA
623
Cornell Pochily Investment Advisors
New York
$550K +$5.03K +23 +1%
PPWP
624
Premier Path Wealth Partners
New Jersey
$549K +$67.8K +310 +16%
KWMG
625
King Wealth Management Group
Florida
$547K – – –
23 24
25
26 27