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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
626
River Wealth Advisors
Pennsylvania
$449K -$13.4K -70 -3%
WS
627
Wedbush Securities
California
$448K +$9.94K +52 +2%
CSP
628
Cary Street Partners
Virginia
$445K +$313K +1,637 +287%
FMN
629
Financial Management Network
California
$443K -$26.7K -140 -6%
IAIM
630
International Assets Investment Management
Florida
$443K +$169K +886 +68%
PA
631
Profund Advisors
Maryland
$441K -$82.2K -430 -16%
AWM
632
AE Wealth Management
Kansas
$441K +$5.92K +31 +1%
S
633
SignatureFD
Georgia
$439K +$2.48K +13 +0.6%
UAML
634
US Asset Management LLC
Pennsylvania
$438K -$2.87K -15 -0.7%
LA
635
LVW Advisors
New York
$435K +$1.53K +8 +0.4%
DC
636
Davenport & Co
Virginia
$432K -$346K -1,813 -46%
ISWM
637
Independent Solutions Wealth Management
New York
$430K – – –
IAA
638
Independent Advisor Alliance
North Carolina
$429K +$5.92K +31 +1%
CFO
639
Callan Family Office
Pennsylvania
$425K +$46.6K +244 +13%
UB
640
Umpqua Bank
Oregon
$425K -$31.1K -163 -7%
VFA
641
Valeo Financial Advisors
Indiana
$424K +$21.2K +111 +6%
ISL
642
Ingalls & Snyder LLC
New York
$424K – – –
EM
643
Excalibur Management
Massachusetts
$424K -$955 -5 -0.2%
ETC
644
Exchange Traded Concepts
Oklahoma
$422K +$320K +1,674 +398%
AFG
645
Atomi Financial Group
New York
$420K -$6.88K -36 -2%
RWM
646
Ritholtz Wealth Management
New York
$419K -$20.1K -105 -5%
MCM
647
Magnolia Capital Management
New York
$419K -$28.7K -150 -7%
MWM
648
Mission Wealth Management
California
$419K +$397K +2,079 New
MA
649
MONECO Advisors
Connecticut
$418K -$3.25K -17 -0.8%
KWM
650
Kingsview Wealth Management
Oregon
$416K -$16.8K -88 -4%
24 25
26
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