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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
601
Forte Capital
New York
$333K -$8.18K -56 -2%
PP
602
Paloma Partners
Connecticut
$333K +$321K +2,198 New
VA
603
Vident Advisory
Georgia
$333K +$74.4K +509 +30%
FA
604
Fiducient Advisors
Illinois
$328K +$317K +2,170 New
SCP
605
Sandhill Capital Partners
New York
$328K – – –
GAM
606
Gotham Asset Management
New York
$327K +$3.21K +22 +1%
AWM
607
AE Wealth Management
Kansas
$326K +$86K +589 +38%
PGAM
608
Princeton Global Asset Management
New Jersey
$326K +$4.38K +30 +1%
KPWS
609
Kestra Private Wealth Services
Texas
$326K -$18.3K -125 -5%
MIH
610
Meitav Investment House
Israel
$325K -$33.5K -229 -9%
CB
611
Community Bank
New York
$323K -$11.2K -77 -3%
ISWM
612
Independent Solutions Wealth Management
New York
$323K -$146 -1 -0%
FFA
613
Farther Finance Advisors
California
$321K +$21.2K +145 +7%
MCM
614
MAI Capital Management
Ohio
$318K +$307K +2,101 New
ISL
615
Ingalls & Snyder LLC
New York
$318K – – –
SRL
616
Scientech Research LLC
New Jersey
$316K -$204K -1,397 -40%
CCA
617
Cobblestone Capital Advisors
New York
$315K -$14.6K -100 -5%
CAAM
618
Cornerstone Advisors Asset Management
Pennsylvania
$313K – – –
PWM
619
Prentice Wealth Management
New York
$310K – – –
TAM
620
Trust Asset Management
Texas
$308K – – –
WF
621
Welch & Forbes
Massachusetts
$306K -$26.3K -180 -8%
NS
622
NBC Securities
Alabama
$304K -$8.33K -57 -3%
ACA
623
Aptus Capital Advisors
Alabama
$296K +$15.9K +109 +6%
MWM
624
Meridian Wealth Management
Kentucky
$296K +$286K +1,957 New
MGIA
625
Moneta Group Investment Advisors
Missouri
$293K +$283K +1,939 New
23 24
25
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