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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
626
Integrity Alliance
Iowa
$465K +$56.6K +263 +13%
SHFA
627
SC&H Financial Advisors
Maryland
$463K – – –
LAM
628
Lewis Asset Management
California
$462K +$430 +2 +0.1%
SWP
629
Sagespring Wealth Partners
Tennessee
$462K +$89.8K +417 +23%
IAA
630
Independent Advisor Alliance
North Carolina
$459K +$20K +93 +4%
WS
631
Wedbush Securities
California
$459K -$1.08K -5 -0.2%
IAIM
632
International Assets Investment Management
Florida
$459K -$430 -2 -0.1%
KCM
633
Kathmere Capital Management
Pennsylvania
$457K +$62.2K +289 +15%
SWM
634
Salvus Wealth Management
New Jersey
$457K +$34K +158 +8%
UAML
635
US Asset Management LLC
Pennsylvania
$446K -$3.23K -15 -0.7%
ETC
636
Exchange Traded Concepts
Oklahoma
$442K +$9.04K +42 +2%
ISWM
637
Independent Solutions Wealth Management
New York
$441K – – –
RWA
638
River Wealth Advisors
Pennsylvania
$441K -$20.4K -95 -4%
MWM
639
Mission Wealth Management
California
$440K +$10.8K +50 +2%
UB
640
Umpqua Bank
Oregon
$437K +$861 +4 +0.2%
ISL
641
Ingalls & Snyder LLC
New York
$435K – – –
PDL
642
Portfolio Design Labs
California
$431K +$233K +1,082 +108%
MA
643
MONECO Advisors
Connecticut
$430K +$1.94K +9 +0.4%
NA
644
Nottingham Advisors
New York
$429K -$410K -1,903 -48%
WT
645
Whittier Trust
California
$426K -$32.3K -150 -7%
BCG
646
Breakwater Capital Group
New Jersey
$426K – – –
MFA
647
Mayflower Financial Advisors
Massachusetts
$426K +$27.8K +129 +7%
WF
648
Welch & Forbes
Massachusetts
$423K – – –
PWM
649
Prentice Wealth Management
New York
$423K – – –
CFO
650
Callan Family Office
Pennsylvania
$419K -$17.6K -82 -4%
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