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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
651
Welch & Forbes
Massachusetts
$384K – – –
MIM
652
Morningstar Investment Management
Illinois
$383K -$1.68M -8,457 -81%
TAM
653
Trust Asset Management
Texas
$383K – – –
WIP
654
WealthCare Investment Partners
Rhode Island
$379K +$4.57K +23 +1%
CA
655
CoreCap Advisors
Michigan
$378K +$290K +1,460 +266%
BW
656
Blalock Williams
Alabama
$377K +$399K +2,005 New
CA
657
Clearstead Advisors
Ohio
$377K -$165K -831 -29%
DAM
658
Deltec Asset Management
New York
$376K +$99.4K +500 +33%
MAM
659
MMA Asset Management
Pennsylvania
$375K -$7.95K -40 -2%
VSQM
660
V-Square Quantitative Management
Illinois
$374K -$87.1K -438 -18%
S
661
SignatureFD
Georgia
$374K +$18.7K +94 +5%
KWA
662
Kingswood Wealth Advisors
California
$374K -$284K -1,428 -42%
FA
663
Fiducient Advisors
Illinois
$370K – – –
WSC
664
Wellington Shields & Co
New York
$370K +$19.5K +98 +5%
GM
665
GeoWealth Management
Illinois
$368K -$25.4K -128 -6%
ATC
666
Argent Trust Co
Tennessee
$368K +$87.3K +439 +29%
SSWM
667
Strait & Sound Wealth Management
California
$364K – – –
AAIS
668
ABN AMRO Investment Solutions
$364K +$124K +625 +48%
SSB
669
Sandy Spring Bank
Maryland
$363K – – –
SHA
670
Seneca House Advisors
Virginia
$362K +$398 +2 +0.1%
CC
671
Chicago Capital
Illinois
$362K – – –
LA
672
Legacy Advisors
Pennsylvania
$356K +$68.2K +343 +22%
VA
673
Valmark Advisers
Ohio
$355K +$8.15K +41 +2%
MFG
674
Merit Financial Group
Georgia
$355K +$118K +595 +46%
VIM
675
Vinva Investment Management
Australia
$355K -$1.62M -8,138 -81%
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