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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
676
Verdence Capital Advisors
Maryland
$253K +$254K +1,434 New
LFAS
677
Level Four Advisory Services
Texas
$252K +$253K +1,430 New
NRS
678
Neville Rodie & Shaw
New York
$251K -$9.73K -55 -4%
P
679
Pitcairn
Pennsylvania
$251K +$3.54K +20 +1%
PPW
680
Pasadena Private Wealth
California
$250K – – –
ONST
681
Old North State Trust
North Carolina
$250K +$251K +1,417 +141,700%
IAA
682
Independent Advisor Alliance
North Carolina
$249K -$8.67K -49 -3%
CWM
683
Connecticut Wealth Management
Connecticut
$247K +$4.6K +26 +2%
HWA
684
Heartwood Wealth Advisors
Virginia
$245K -$885 -5 -0.4%
HW
685
Hancock Whitney
Mississippi
$245K -$354 -2 -0.1%
HFA
686
High Falls Advisors
New York
$245K +$1.42K +8 +0.6%
BCM
687
Brown Capital Management
Maryland
$244K – – –
USCWA
688
U.S. Capital Wealth Advisors
Texas
$238K -$27.3K -154 -10%
SPC
689
Sigma Planning Corp
Michigan
$238K -$21.4K -121 -8%
ST
690
Sageworth Trust
Pennsylvania
$238K – – –
RPWA
691
Regent Peak Wealth Advisors
Georgia
$238K +$2.3K +13 +1%
ORC
692
O'Rourke & Company
Massachusetts
$238K +$239K +1,349 New
HW
693
Hedeker Wealth
Illinois
$237K -$9.38K -53 -4%
ERIC
694
Eagle Rock Investment Company
Georgia
$236K – – –
KC
695
Knuff & Co
California
$234K -$1.42K -8 -0.6%
CPA
696
Court Place Advisors
Maryland
$233K – – –
CFB
697
Cullen/Frost Bankers
Texas
$233K +$2.3K +13 +1%
AWM
698
Axxcess Wealth Management
California
$229K +$230K +1,298 New
CCM
699
CTC Capital Management
Illinois
$229K +$230K +1,300 New
HPM
700
Hudson Portfolio Management
New York
$226K – – –
26 27
28
29 30