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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
626
Eagle Bay Advisors
New York
$221K – – –
WSC
627
Wellington Shields & Co
New York
$220K – – –
PA
628
Parallel Advisors
California
$220K +$177K +1,217 +197%
LNWWM
629
Laird Norton Wetherby Wealth Management
California
$219K +$266K +1,832 New
JE
630
JMAC Enterprises
Pennsylvania
$215K – – –
BAM
631
Belpointe Asset Management
Nevada
$214K +$31.5K +217 +14%
AT
632
Arden Trust
Delaware
$213K -$140K -962 -35%
GPA
633
Garrison Point Advisors
California
$212K – – –
WJWM
634
Williams Jones Wealth Management
New York
$210K -$25.7K -177 -9%
PWMA
635
Pension & Wealth Management Advisors
Massachusetts
$205K +$249K +1,717 New
LJAC
636
L.J. Altfest & Co
New York
$203K – – –
TCA
637
Transcend Capital Advisors
New Jersey
$202K -$435 -3 -0.2%
AG
638
AIA Group
Hong Kong
$201K -$24.8K -171 -9%
MNBTD
639
Moody National Bank Trust Division
Texas
$200K – – –
EI
640
Ellevest Inc
New York
$178K +$48.9K +337 +29%
GWS
641
Glassman Wealth Services
Virginia
$174K +$12.6K +87 +6%
WTA
642
Washington Trust Advisors
Massachusetts
$171K -$871 -6 -0.4%
ONST
643
Old North State Trust
North Carolina
$170K – – –
HPC
644
HM Payson & Co
Maine
$169K -$234K -1,609 -53%
LWCFA
645
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K -$13.2K -91 -6%
GRP
646
Global Retirement Partners
California
$167K +$14.8K +102 +8%
T
647
TOBAM
France
$165K +$76.9K +530 +62%
CFB
648
Cullen/Frost Bankers
Texas
$163K -$290 -2 -0.1%
ST
649
Sageworth Trust
Pennsylvania
$161K – – –
HFM
650
Hartford Financial Management
Connecticut
$150K – – –
24 25
26
27 28