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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
601
First Horizon Corporation
Tennessee
$473K +$470K +2,395 New
JIC
602
Joel Isaacson & Co
New York
$472K +$116K +592 +33%
SCP
603
Sandhill Capital Partners
New York
$467K +$19.2K +98 +4%
GT
604
Greenleaf Trust
Michigan
$464K -$1.57K -8 -0.3%
MYIA
605
Mount Yale Investment Advisors
Colorado
$462K +$324K +1,653 +241%
CPIA
606
Cornell Pochily Investment Advisors
New York
$459K -$3.92K -20 -0.9%
RCA
607
Resonant Capital Advisors
Wisconsin
$458K +$9.22K +47 +2%
MCM
608
MAI Capital Management
Ohio
$458K +$145K +740 +47%
KWMG
609
King Wealth Management Group
Florida
$457K – – –
RWA
610
River Wealth Advisors
Pennsylvania
$454K -$30.4K -155 -6%
VCM
611
Voleon Capital Management
California
$453K +$204K +1,040 +83%
APWM
612
Argonautica Private Wealth Management
Massachusetts
$452K – – –
RFN
613
Redwood Financial Network
Ohio
$452K +$74K +377 +20%
OF
614
Optimize Financial
California
$448K +$445K +2,267 New
RFA
615
Resurgent Financial Advisors
Georgia
$446K -$172K -876 -28%
SFI
616
Siemens Fonds Invest
Germany
$443K -$13.5K -69 -3%
EI
617
Ellevest Inc
New York
$442K +$89.1K +454 +25%
AWA
618
Arkadios Wealth Advisors
Georgia
$442K +$181K +924 +70%
LAM
619
Lewis Asset Management
California
$441K +$589 +3 +0.1%
MCM
620
Magnolia Capital Management
New York
$441K – – –
FMN
621
Financial Management Network
California
$439K -$65.7K -335 -13%
CA
622
Clearstead Advisors
Ohio
$439K +$1.77K +9 +0.4%
VCA
623
Verdence Capital Advisors
Maryland
$434K +$466K +2,375 New
ASN
624
Advisory Services Network
Georgia
$433K +$167K +853 +64%
UAML
625
US Asset Management LLC
Pennsylvania
$432K -$2.35K -12 -0.5%
23 24
25
26 27