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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
676
Glassman Wealth Services
Virginia
$222K +$125K +743 +114%
HW
677
Hancock Whitney
Mississippi
$222K +$234K +1,392 New
HWA
678
Heartwood Wealth Advisors
Virginia
$222K +$234K +1,395 New
BCM
679
Brown Capital Management
Maryland
$221K – – –
HFA
680
High Falls Advisors
New York
$220K +$1.51K +9 +0.7%
GW
681
GW & Wade
Massachusetts
$219K +$231K +1,374 New
CWM
682
Connecticut Wealth Management
Connecticut
$219K +$231K +1,376 New
DIM
683
DC Investments Management
Virginia
$218K +$230K +1,366 New
BRWM
684
B. Riley Wealth Management
Tennessee
$217K +$229K +1,362 New
XF
685
XML Financial
Maryland
$215K -$205K -1,219 -47%
ST
686
Sageworth Trust
Pennsylvania
$215K – – –
ABLA
687
Alan B. Lancz & Associates
Ohio
$215K +$203K +1,210 New
SAMC
688
Spectrum Asset Management (California)
California
$214K -$16.8K -100 -7%
KC
689
Knuff & Co
California
$213K – – –
RPWA
690
Regent Peak Wealth Advisors
Georgia
$213K +$9.58K +57 +4%
ERIC
691
Eagle Rock Investment Company
Georgia
$213K +$225K +1,337 New
CPA
692
Court Place Advisors
Maryland
$210K – – –
CFB
693
Cullen/Frost Bankers
Texas
$209K +$220K +1,309 New
CAM
694
CenterStar Asset Management
Illinois
$207K – – –
CAM
695
Cresset Asset Management
Illinois
$207K +$64.5K +384 +23%
WA
696
Waverly Advisors
Alabama
$205K +$216K +1,286 New
S
697
Surevest
California
$204K +$215K +1,279 New
HPM
698
Hudson Portfolio Management
New York
$204K +$216K +1,283 New
BWIA
699
Bryant Woods Investment Advisors
New York
$201K – – –
CFA
700
CWS Financial Advisors
Michigan
$201K +$1.85K +11 +0.9%
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