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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
651
IHT Wealth Management
Illinois
$287K +$288K +1,630 New
MG
652
Mather Group
Illinois
$285K +$286K +1,619 New
LA
653
Latitude Advisors
Florida
$283K -$7.43K -42 -3%
CCFCSB
654
Cape Cod Five Cents Savings Bank
Massachusetts
$283K – – –
HIC
655
Hartline Investment Corp
Illinois
$283K +$284K +1,605 New
SP
656
Successful Portfolios
Florida
$279K -$17.2K -97 -6%
FLPIM
657
F.L. Putnam Investment Management
Massachusetts
$279K -$2.3K -13 -0.8%
RCAG
658
Rehmann Capital Advisory Group
Michigan
$279K -$13.6K -77 -5%
FC
659
Financial Consulate
Maryland
$277K -$39.6K -224 -12%
LNWWM
660
Laird Norton Wetherby Wealth Management
California
$276K -$74.5K -421 -21%
GG
661
Gofen & Glossberg
Illinois
$276K +$1.77K +10 +0.6%
DWT
662
Dorsey & Whitney Trust
South Dakota
$275K +$3.01K +17 +1%
BAM
663
Belpointe Asset Management
Nevada
$275K +$6.9K +39 +3%
PS
664
Portfolio Solutions
Michigan
$274K -$18.2K -103 -6%
HPCM
665
Hunter Perkins Capital Management
Illinois
$273K – – –
MW
666
Marcum Wealth
Ohio
$271K +$5.13K +29 +2%
TW
667
TrinityPoint Wealth
Connecticut
$270K +$12.9K +73 +5%
HPC
668
HM Payson & Co
Maine
$269K – – –
FNBOO
669
First National Bank of Omaha
Nebraska
$266K – – –
LWCFA
670
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$264K – – –
SA
671
Sicart Associates
New York
$264K – – –
IAG
672
Investmark Advisory Group
Connecticut
$256K +$257K +1,453 New
SCM
673
Seascape Capital Management
New Hampshire
$254K +$2.65K +15 +1%
GWS
674
Glassman Wealth Services
Virginia
$254K +$7.79K +44 +3%
WTA
675
Washington Trust Advisors
Massachusetts
$253K +$7.25K +41 +3%
25 26
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