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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
676
Premier Path Wealth Partners
New Jersey
$341K +$9.86K +52 +3%
KWM
677
Kingsview Wealth Management
Oregon
$340K +$7.59K +40 +2%
WA
678
WBH Advisory
Maryland
$339K +$89.1K +470 +33%
LA
679
Legacy Advisors
Pennsylvania
$339K +$379 +2 +0.1%
IWM
680
IHT Wealth Management
Illinois
$339K +$1.33K +7 +0.4%
MFA
681
Mayflower Financial Advisors
Massachusetts
$335K +$13.3K +70 +4%
EBA
682
Eagle Bay Advisors
New York
$334K – – –
VA
683
Valmark Advisers
Ohio
$333K -$4.74K -25 -1%
CFSG
684
Community Financial Services Group
Vermont
$333K – – –
BMM
685
Buffington Mohr McNeal
Idaho
$331K -$284K -1,500 -45%
PCMC
686
Paragon Capital Management (Colorado)
Colorado
$329K +$2.65K +14 +0.8%
SIC
687
Sage Investment Counsel
Tennessee
$328K +$190 +1 +0.1%
GS
688
GWN Securities
Florida
$328K -$388K -2,048 -53%
WA
689
WealthTrust Axiom
Pennsylvania
$328K +$33.8K +178 +11%
BTI
690
Blue Trust Inc
Georgia
$328K +$43.8K +231 +14%
FWM
691
Focused Wealth Management
New York
$326K +$17.6K +93 +5%
JIC
692
Joel Isaacson & Co
New York
$320K +$379 +2 +0.1%
FCI
693
Financial Counselors Inc
Kansas
$320K -$2.47K -13 -0.7%
UB
694
Umpqua Bank
Oregon
$319K +$20.1K +106 +6%
WIP
695
WealthCare Investment Partners
Rhode Island
$317K +$2.85K +15 +0.7%
NA
696
Note Advisors
New York
$316K -$7.02K -37 -2%
LA
697
Latitude Advisors
Florida
$313K +$74.7K +394 +29%
DWA
698
Douglass Winthrop Advisors
New York
$313K -$23.7K -125 -7%
LFA
699
Level Financial Advisors
New York
$312K -$5.12K -27 -2%
BFIM
700
Beese Fulmer Investment Management
Ohio
$311K +$330K +1,738 New
26 27
28
29 30