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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
626
Grimes & Company
Massachusetts
$428K -$116K -583 -20%
EWA
627
EP Wealth Advisors
California
$427K -$830K -4,173 -65%
WIC
628
Woodmont Investment Counsel
Tennessee
$426K +$199 +1 +0%
I
629
InceptionR
California
$421K +$445K +2,238 New
MG
630
Marex Group
$420K +$444K +2,235 New
SCP
631
Sandhill Capital Partners
New York
$419K – – –
MCM
632
Magnolia Capital Management
New York
$419K – – –
LAM
633
Lewis Asset Management
California
$418K +$398 +2 +0.1%
UAML
634
US Asset Management LLC
Pennsylvania
$417K -$11.5K -58 -3%
AI
635
Ariel Investments
Illinois
$412K +$25K +126 +6%
WTC
636
WhitTier Trust Company
Nevada
$409K – – –
AFG
637
Atomi Financial Group
New York
$406K +$148K +744 +53%
EM
638
Excalibur Management
Massachusetts
$406K -$5.96K -30 -1%
RCA
639
Resonant Capital Advisors
Wisconsin
$404K +$7.75K +39 +2%
CFG
640
Citizens Financial Group
Rhode Island
$404K +$50.7K +255 +13%
WT
641
Whittier Trust
California
$403K -$165K -832 -28%
ISWM
642
Independent Solutions Wealth Management
New York
$401K – – –
BP
643
Ballentine Partners
Massachusetts
$400K +$79.1K +398 +23%
PGAM
644
Princeton Global Asset Management
New Jersey
$399K – – –
CW
645
CreativeOne Wealth
Kansas
$398K +$420K +2,115 New
ISL
646
Ingalls & Snyder LLC
New York
$395K – – –
IAA
647
Independent Advisor Alliance
North Carolina
$391K +$95K +478 +30%
MA
648
MONECO Advisors
Connecticut
$390K -$87.1K -438 -17%
IQI
649
Integrated Quantitative Investments
Washington
$389K +$411K +2,070 New
PWM
650
Prentice Wealth Management
New York
$384K – – –
24 25
26
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