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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
651
Blue Trust Inc
Georgia
$403K -$32.8K -167 -8%
BCV
652
Banque Cantonale Vaudoise
Switzerland
$398K +$151K +769 +62%
GRP
653
Global Retirement Partners
California
$397K +$11K +56 +3%
SWM
654
Salvus Wealth Management
New Jersey
$396K +$62.4K +318 +19%
CCM
655
Charter Capital Management
Wisconsin
$395K – – –
DAM
656
Deltec Asset Management
New York
$395K – – –
VFA
657
Valeo Financial Advisors
Indiana
$394K -$61.8K -315 -14%
CFSG
658
Community Financial Services Group
Vermont
$392K +$23.4K +119 +6%
TE
659
Tema ETFs
New York
$389K +$387K +1,970 New
WSC
660
Wellington Shields & Co
New York
$389K – – –
JFL
661
Jarislowsky, Fraser Ltd
Quebec, Canada
$387K -$38.3K -195 -9%
MFA
662
Mayflower Financial Advisors
Massachusetts
$380K +$1.96K +10 +0.5%
TAM
663
Trust Asset Management
Texas
$379K – – –
CC
664
Chicago Capital
Illinois
$379K – – –
AAP
665
Arax Advisory Partners
Colorado
$378K +$292K +1,488 +349%
PPWP
666
Premier Path Wealth Partners
New Jersey
$377K -$3.14K -16 -0.8%
WTA
667
Washington Trust Advisors
Massachusetts
$376K +$131K +666 +54%
SMA
668
Sage Mountain Advisors
Georgia
$371K +$142K +724 +63%
FA
669
Fiducient Advisors
Illinois
$370K – – –
SWP
670
Stratos Wealth Partners
Ohio
$369K -$856K -4,361 -70%
CFO
671
Callan Family Office
Pennsylvania
$369K +$119K +607 +48%
AA
672
Addison Advisors
Vermont
$368K – – –
MSRI
673
Michael S. Ryan Inc
New York
$368K +$365K +1,862 New
SHA
674
Seneca House Advisors
Virginia
$366K +$19.4K +99 +6%
SIC
675
Sage Investment Counsel
Tennessee
$363K – – –
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