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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
651
Callan Family Office
Pennsylvania
$419K -$17.6K -82 -4%
APWM
652
Argonautica Private Wealth Management
Massachusetts
$416K – – –
EI
653
Ellevest Inc
New York
$415K +$24.8K +115 +6%
IWM
654
IHT Wealth Management
Illinois
$415K +$9.69K +45 +2%
CCM
655
Charter Capital Management
Wisconsin
$413K – – –
DAM
656
Deltec Asset Management
New York
$413K – – –
GM
657
GeoWealth Management
Illinois
$413K -$59K -274 -12%
PPWP
658
Premier Path Wealth Partners
New Jersey
$413K +$29.7K +138 +7%
KPWS
659
Kestra Private Wealth Services
Texas
$411K -$60.3K -280 -12%
XF
660
XML Financial
Maryland
$411K -$304K -1,411 -42%
TE
661
Tema ETFs
New York
$408K +$1.51K +7 +0.4%
WTC
662
WhitTier Trust Company
Nevada
$406K +$4.09K +19 +1%
WSC
663
Wellington Shields & Co
New York
$406K – – –
KWM
664
Kingsview Wealth Management
Oregon
$405K -$22.6K -105 -5%
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$401K -$331K -1,538 -44%
BBA
666
Baader Bank Aktiengesellschaft
Germany
$399K +$415K +1,929 New
TIA
667
Traphagen Investment Advisors
New Jersey
$398K +$137K +638 +50%
KWA
668
Kingswood Wealth Advisors
California
$396K -$15.9K -74 -4%
FMI
669
Frec Markets Inc
California
$396K +$130K +604 +46%
WTA
670
Washington Trust Advisors
Massachusetts
$396K +$1.08K +5 +0.3%
CC
671
Chicago Capital
Illinois
$395K -$1.08K -5 -0.3%
WA
672
Waverly Advisors
Alabama
$393K -$18.9K -88 -4%
EM
673
Excalibur Management
Massachusetts
$393K -$43K -200 -10%
DAS
674
Diversify Advisory Services
Utah
$391K -$4.3K -20 -1%
VSQM
675
V-Square Quantitative Management
Illinois
$391K +$17.6K +82 +5%
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