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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
726
Ascent Group
Virginia
$209K +$220K +1,242 New
FCI
727
Financial Counselors Inc
Kansas
$208K -$58.7K -332 -22%
SCM
728
Shelton Capital Management
Colorado
$208K +$208K +1,177 New
TA
729
TrueWealth Advisors
Alabama
$208K +$209K +1,180 New
RPA
730
Rock Point Advisors
Vermont
$208K +$209K +1,181 New
AAS
731
Ameritas Advisory Services
Nebraska
$207K +$207K +1,172 New
WE
732
Wealth Effects
Massachusetts
$207K +$208K +1,173 New
GWCM
733
Godshalk Welsh Capital Management
Pennsylvania
$207K +$208K +1,175 New
HKAM
734
Horizon Kinetics Asset Management
New York
$206K +$207K +1,167 New
BMC
735
Benin Management Corp
Connecticut
$205K +$206K +1,164 New
ACA
736
Aptus Capital Advisors
Alabama
$202K +$203K +1,148 New
O
737
Ossiam
France
$201K -$582K -3,290 -74%
SIM
738
Sentry Investment Management
Wisconsin
$201K – – –
AF
739
Allworth Financial
California
$200K +$22.8K +129 +13%
EC
740
Enhancing Capital
Pennsylvania
$200K +$195K +1,100 New
GIA
741
GHP Investment Advisors
Colorado
$196K -$598K -3,381 -75%
JWA
742
JFS Wealth Advisors
Pennsylvania
$181K +$1.42K +8 +0.8%
S
743
SignatureFD
Georgia
$177K -$72.9K -412 -29%
MA
744
MUFG Americas
New York
$164K – – –
CT
745
Caldwell Trust
Florida
$155K – – –
PCM
746
Penserra Capital Management
California
$152K +$3.89K +22 +3%
ZIG
747
Zullo Investment Group
Pennsylvania
$151K +$1.95K +11 +1%
PA
748
Parallel Advisors
California
$151K +$7.43K +42 +5%
EIP
749
Ellis Investment Partners
Pennsylvania
$147K +$531 +3 +0.4%
MCM
750
Manchester Capital Management
Vermont
$143K – – –
28 29
30
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