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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
676
Brown Capital Management
Maryland
$221K – – –
HFA
677
High Falls Advisors
New York
$220K +$1.51K +9 +0.7%
GW
678
GW & Wade
Massachusetts
$219K +$231K +1,374 New
CWM
679
Connecticut Wealth Management
Connecticut
$219K +$231K +1,376 New
DIM
680
DC Investments Management
Virginia
$218K +$230K +1,366 New
XF
681
XML Financial
Maryland
$215K -$205K -1,219 -47%
ST
682
Sageworth Trust
Pennsylvania
$215K – – –
ABLA
683
Alan B. Lancz & Associates
Ohio
$215K +$203K +1,210 New
SAMC
684
Spectrum Asset Management (California)
California
$214K -$16.8K -100 -7%
KC
685
Knuff & Co
California
$213K – – –
RPWA
686
Regent Peak Wealth Advisors
Georgia
$213K +$9.58K +57 +4%
ERIC
687
Eagle Rock Investment Company
Georgia
$213K +$225K +1,337 New
CPA
688
Court Place Advisors
Maryland
$210K – – –
CFB
689
Cullen/Frost Bankers
Texas
$209K +$220K +1,309 New
CAM
690
CenterStar Asset Management
Illinois
$207K – – –
CAM
691
Cresset Asset Management
Illinois
$207K +$64.5K +384 +23%
WA
692
Waverly Advisors
Alabama
$205K +$216K +1,286 New
S
693
Surevest
California
$204K +$215K +1,279 New
HPM
694
Hudson Portfolio Management
New York
$204K +$216K +1,283 New
BWIA
695
Bryant Woods Investment Advisors
New York
$201K – – –
CFA
696
CWS Financial Advisors
Michigan
$201K +$1.85K +11 +0.9%
PWM
697
Purus Wealth Management
California
$201K +$211K +1,258 New
HFM
698
Hartford Financial Management
Connecticut
$200K +$211K +1,257 New
SSB
699
Sandy Spring Bank
Maryland
$197K +$78.8K +469 +61%
CWP
700
Concord Wealth Partners
Virginia
$183K +$169K +1,003 +687%
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