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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
601
Security National Trust
West Virginia
$12K – – –
OFW
602
Omnia Family Wealth
Florida
$11K -$20.3K -109 -64%
RBC
603
Roble Belko & Company
Pennsylvania
$11K – – –
LF
604
Lee Financial
Texas
$11K +$11K +59 New
RA
605
Rational Advisors
New York
$11K +$11.2K +60 New
ST
606
Smithfield Trust
Pennsylvania
$10K – – –
QCG
607
Quadrant Capital Group
Ohio
$10K +$1.49K +8 +14%
WEC
608
Winslow Evans & Crocker
Massachusetts
$9.4K – – –
WIM
609
Westside Investment Management
California
$9.35K – – –
JA
610
JOYN Advisors
Georgia
$9K +$9.13K +49 New
SBL
611
Sargent Bickham Lagudis
Colorado
$9K +$9.32K +50 New
CPA
612
Clear Perspective Advisors
Illinois
$8K – – –
TFO
613
Tarbox Family Office
California
$8K – – –
WCM
614
Whitener Capital Management
North Carolina
$7K -$14.9K -80 -67%
BBA
615
Braun-Bostich & Associates
Pennsylvania
$7K – – –
OC
616
Oakworth Capital
Alabama
$7K – – –
CIA
617
Covington Investment Advisors
Pennsylvania
$6.04K -$7.46K -40 -0.1%
CCM
618
Cribstone Capital Management
Maine
$6K – – –
FAM
619
Fred Alger Management
New York
$5K – – –
SFSIG
620
San Francisco Sentry Investment Group
California
$5K – – –
AC
621
Avestar Capital
New York
$5K +$1.3K +7 +26%
GWS
622
Glassman Wealth Services
Virginia
$5K +$1.3K +7 +39%
SPIA
623
Steward Partners Investment Advisory
New York
$4K -$46.6K -250 -91%
VFA
624
Valeo Financial Advisors
Indiana
$4K -$1.12K -6 -22%
GI
625
Gradient Investments
Minnesota
$4K – – –
23 24
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26 27