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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
626
Caprock Group
Idaho
$286K +$301K +1,793 New
NEAM
627
New England Asset Management
Connecticut
$283K +$90.2K +537 +43%
MA
628
MONECO Advisors
Connecticut
$282K +$297K +1,767 New
GPA
629
Garrison Point Advisors
California
$282K +$297K +1,770 New
CGL
630
Clarius Group LLC
Washington
$279K +$294K +1,752 New
FCBT
631
First Citizens Bank & Trust
North Carolina
$277K – – –
LJAC
632
L.J. Altfest & Co
New York
$271K – – –
IWC
633
Integrated Wealth Concepts
Massachusetts
$271K +$286K +1,699 New
TCA
634
Transcend Capital Advisors
New Jersey
$271K +$286K +1,702 New
NEGWA
635
New England Guild Wealth Advisors
Connecticut
$270K +$285K +1,694 New
CT
636
Cambridge Trust
Massachusetts
$268K -$7.73K -46 -3%
SP
637
Successful Portfolios
Florida
$268K +$282K +1,680 New
MNBTD
638
Moody National Bank Trust Division
Texas
$267K +$281K +1,674 New
CT
639
Columbia Trust
Oregon
$266K +$16K +95 +6%
RCAG
640
Rehmann Capital Advisory Group
Michigan
$264K -$9.07K -54 -3%
PS
641
Portfolio Solutions
Michigan
$264K +$278K +1,655 New
LA
642
Latitude Advisors
Florida
$263K -$304K -1,812 -52%
CCFCSB
643
Cape Cod Five Cents Savings Bank
Massachusetts
$256K +$270K +1,606 New
JE
644
JMAC Enterprises
Pennsylvania
$255K +$50.4K +300 +23%
FLPIM
645
F.L. Putnam Investment Management
Massachusetts
$254K +$268K +1,595 New
BC
646
Bridgefront Capital
Texas
$253K +$267K +1,589 New
WA
647
Wealth Alliance
New York
$251K -$1.18K -7 -0.4%
GG
648
Gofen & Glossberg
Illinois
$248K – – –
HPCM
649
Hunter Perkins Capital Management
Illinois
$247K – – –
DWT
650
Dorsey & Whitney Trust
South Dakota
$246K +$259K +1,542 New
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