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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
626
Optimize Financial
California
$468K -$6.46K -30 -1%
IA
627
Integrity Alliance
Iowa
$465K +$56.6K +263 +13%
SHFA
628
SC&H Financial Advisors
Maryland
$463K – – –
LAM
629
Lewis Asset Management
California
$462K +$430 +2 +0.1%
SWP
630
Sagespring Wealth Partners
Tennessee
$462K +$89.8K +417 +23%
IAA
631
Independent Advisor Alliance
North Carolina
$459K +$20K +93 +4%
WS
632
Wedbush Securities
California
$459K -$1.08K -5 -0.2%
IAIM
633
International Assets Investment Management
Florida
$459K -$430 -2 -0.1%
KCM
634
Kathmere Capital Management
Pennsylvania
$457K +$62.2K +289 +15%
SWM
635
Salvus Wealth Management
New Jersey
$457K +$34K +158 +8%
UAML
636
US Asset Management LLC
Pennsylvania
$446K -$3.23K -15 -0.7%
ETC
637
Exchange Traded Concepts
Oklahoma
$442K +$9.04K +42 +2%
ISWM
638
Independent Solutions Wealth Management
New York
$441K – – –
RWA
639
River Wealth Advisors
Pennsylvania
$441K -$20.4K -95 -4%
MWM
640
Mission Wealth Management
California
$440K +$10.8K +50 +2%
UB
641
Umpqua Bank
Oregon
$437K +$861 +4 +0.2%
ISL
642
Ingalls & Snyder LLC
New York
$435K – – –
PDL
643
Portfolio Design Labs
California
$431K +$233K +1,082 +108%
MA
644
MONECO Advisors
Connecticut
$430K +$1.94K +9 +0.4%
NA
645
Nottingham Advisors
New York
$429K -$410K -1,903 -48%
WT
646
Whittier Trust
California
$426K -$32.3K -150 -7%
BCG
647
Breakwater Capital Group
New Jersey
$426K – – –
MFA
648
Mayflower Financial Advisors
Massachusetts
$426K +$27.8K +129 +7%
WF
649
Welch & Forbes
Massachusetts
$423K – – –
PWM
650
Prentice Wealth Management
New York
$423K – – –
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