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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
S
701
Surevest
California
$226K – – –
DWM
702
Dopkins Wealth Management
New York
$224K -$277K -1,564 -55%
MA
703
Mutual Advisors
Nebraska
$224K +$225K +1,272 New
PWM
704
Purus Wealth Management
California
$223K +$1.59K +9 +0.7%
CHP
705
Cable Hill Partners
Oregon
$223K +$223K +1,262 New
CFA
706
CWS Financial Advisors
Michigan
$222K -$1.24K -7 -0.6%
HFM
707
Hartford Financial Management
Connecticut
$222K – – –
WA
708
Waverly Advisors
Alabama
$221K -$6.02K -34 -3%
SAMC
709
Spectrum Asset Management (California)
California
$220K -$17.7K -100 -7%
WFA
710
Wipfli Financial Advisors
Wisconsin
$218K +$218K +1,234 New
ICM
711
IMS Capital Management
Oregon
$218K +$219K +1,236 New
RFC
712
Regions Financial Corp
Alabama
$217K -$471K -2,663 -68%
SSB
713
Sandy Spring Bank
Maryland
$217K – – –
DWM
714
Doyle Wealth Management
Florida
$217K +$217K +1,229 New
AUB
715
Atlantic Union Bankshares
Virginia
$217K +$218K +1,230 New
CAM
716
Cresset Asset Management
Illinois
$216K -$141K -797 -39%
GW
717
GW & Wade
Massachusetts
$216K -$26.5K -150 -11%
BCM
718
Bayesian Capital Management
New York
$216K +$216K +1,223 New
GL
719
Graypoint LLC
New York
$216K +$217K +1,228 New
TFA
720
Teamwork Financial Advisors
Texas
$215K +$216K +1,221 New
DADC
721
D.A. Davidson & Co
Montana
$214K +$214K +1,211 New
NIM
722
NuWave Investment Management
New Jersey
$213K -$387K -2,187 -64%
ABLA
723
Alan B. Lancz & Associates
Ohio
$213K – – –
ACM
724
Armbruster Capital Management
New York
$212K +$212K +1,200 New
FSA
725
Franklin Street Advisors
North Carolina
$209K -$260K -1,467 -55%
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