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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
626
High Falls Advisors
New York
$276K +$84.5K +514 +37%
FMAEN1
627
Fund Management at Engine No 1
California
$275K +$34.5K +210 +12%
KWM
628
Kingsview Wealth Management
Oregon
$273K -$22.2K -135 -7%
CCA
629
Checchi Capital Advisers
California
$269K -$49.3K -300 -14%
AG
630
AIA Group
Hong Kong
$268K +$218K +1,327 +254%
EBA
631
Eagle Bay Advisors
New York
$268K – – –
BC
632
Bridgefront Capital
Texas
$268K +$303K +1,845 New
WSC
633
Wellington Shields & Co
New York
$267K – – –
FLPIM
634
F.L. Putnam Investment Management
Massachusetts
$265K +$40.3K +245 +15%
NICM
635
Neo Ivy Capital Management
New York
$262K +$297K +1,806 New
EWA
636
Exencial Wealth Advisors
Oklahoma
$261K -$6.79M -41,265 -96%
JE
637
JMAC Enterprises
Pennsylvania
$261K – – –
CWM
638
Congress Wealth Management
Massachusetts
$257K -$18.3K -111 -6%
FA
639
Fiducient Advisors
Illinois
$257K – – –
GPA
640
Garrison Point Advisors
California
$257K – – –
PWM
641
Perigon Wealth Management
California
$255K +$289K +1,757 New
FAG
642
Fortitude Advisory Group
Washington
$255K +$4.28K +26 +2%
CFO
643
Collective Family Office
Pennsylvania
$250K -$87.5K -532 -24%
IWC
644
Integrated Wealth Concepts
Massachusetts
$249K +$2.63K +16 +0.9%
RCAG
645
Rehmann Capital Advisory Group
Michigan
$249K +$21.7K +132 +8%
LJAC
646
L.J. Altfest & Co
New York
$247K – – –
TCA
647
Transcend Capital Advisors
New Jersey
$246K -$329 -2 -0.1%
CGL
648
Clarius Group LLC
Washington
$246K +$658 +4 +0.2%
CT
649
Columbia Trust
Oregon
$246K +$4.77K +29 +2%
MGIM
650
M&G Investment Management
United Kingdom
$245K -$17.4M -105,587 -98%
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