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M&T Bank
MTB

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