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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
701
Sagespring Wealth Partners
Tennessee
$321K +$21.2K +108 +7%
SS
702
Sunbelt Securities
Texas
$320K +$36.9K +188 +13%
GM
703
GeoWealth Management
Illinois
$318K +$13.3K +68 +4%
IA
704
Integrity Alliance
Iowa
$318K +$315K +1,607 New
CI
705
CX Institutional
Indiana
$317K +$4.51K +23 +1%
BBA
706
BLB&B Advisors
Pennsylvania
$317K – – –
BW
707
BXM Wealth
Colorado
$316K – – –
DAS
708
Diversify Advisory Services
Utah
$316K -$1.37K -7 -0.4%
DT
709
Diversified Trust
Tennessee
$314K +$23.5K +120 +8%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$312K +$26.3K +134 +9%
CFO
711
Collective Family Office
Pennsylvania
$310K – – –
CCA
712
Cobblestone Capital Advisors
New York
$310K – – –
AAIS
713
ABN AMRO Investment Solutions
$307K – – –
SFG
714
SevenBridge Financial Group
Pennsylvania
$306K – – –
AFWM
715
Abich Financial Wealth Management
Virginia
$306K +$304K +1,547 New
SVWAG
716
Sound View Wealth Advisors Group
Georgia
$305K -$10.8K -55 -3%
SWIM
717
Smallwood Wealth Investment Management
New Jersey
$301K -$589 -3 -0.2%
FTWA
718
Fifth Third Wealth Advisors
Ohio
$299K -$8.83K -45 -3%
CI
719
Cigna Investments
Connecticut
$299K -$23.4K -119 -7%
FNBOO
720
First National Bank of Omaha
Nebraska
$298K – – –
P
721
Pitcairn
Pennsylvania
$297K -$342K -1,743 -54%
HPM
722
Hoxton Planning & Management
West Virginia
$296K +$294K +1,499 New
AFM
723
Armstrong Fleming & Moore
District of Columbia
$293K – – –
ZBNA
724
Zions Bancorporation, National Association
Utah
$293K +$1.96K +10 +0.7%
LG
725
Leuthold Group
Minnesota
$292K – – –
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