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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
651
Mayflower Financial Advisors
Massachusetts
$490K -$656 -3 -0.1%
IPW
652
Impact Partnership Wealth
Georgia
$487K +$448K +2,047 New
PWM
653
Prentice Wealth Management
New York
$487K – – –
KWA
654
Kingswood Wealth Advisors
California
$483K +$24.9K +114 +6%
WG
655
Warner Group
Connecticut
$482K +$221K +1,012 +100%
APWM
656
Argonautica Private Wealth Management
Massachusetts
$479K – – –
CCM
657
Charter Capital Management
Wisconsin
$476K – – –
DAM
658
Deltec Asset Management
New York
$476K – – –
HAI
659
Hennessy Advisors Inc
California
$476K +$437K +2,000 New
EAM
660
Erste Asset Management
Austria
$476K +$435K +1,989 New
XF
661
XML Financial
Maryland
$475K +$1.97K +9 +0.5%
PL
662
Plancorp LLC
Missouri
$475K -$109K -499 -20%
RWA
663
River Wealth Advisors
Pennsylvania
$471K -$33.7K -154 -7%
CFO
664
Callan Family Office
Pennsylvania
$470K -$11.8K -54 -3%
WSC
665
Wellington Shields & Co
New York
$468K – – –
WS
666
Wedbush Securities
California
$466K -$56.6K -259 -12%
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$462K – – –
EM
668
Excalibur Management
Massachusetts
$460K +$6.78K +31 +2%
TIA
669
Traphagen Investment Advisors
New Jersey
$459K +$875 +4 +0.2%
KPWS
670
Kestra Private Wealth Services
Texas
$457K -$14.4K -66 -3%
TF
671
Tompkins Financial
New York
$456K +$262K +1,200 +168%
CC
672
Chicago Capital
Illinois
$455K – – –
CA
673
Clearstead Advisors
Ohio
$453K +$174K +795 +72%
WA
674
Waverly Advisors
Alabama
$452K -$1.09K -5 -0.3%
CWG
675
Cornerstone Wealth Group
North Carolina
$444K +$22.5K +103 +6%
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