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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
726
Mill Creek Capital Advisors
Pennsylvania
$224K +$209K +1,259 New
QWP
727
Quotient Wealth Partners
Texas
$224K +$208K +1,255 New
HPM
728
Hudson Portfolio Management
New York
$223K +$208K +1,254 New
HAS
729
HBW Advisory Services
California
$223K +$208K +1,254 New
RPWA
730
Regent Peak Wealth Advisors
Georgia
$221K +$206K +1,241 New
ONB
731
Old National Bancorp
Indiana
$221K -$103K -621 -33%
LIG
732
Lokken Investment Group
Delaware
$220K +$205K +1,236 New
AUB
733
Atlantic Union Bankshares
Virginia
$219K +$204K +1,230 New
EBT
734
Enterprise Bank & Trust
Massachusetts
$218K +$203K +1,226 New
GWMR
735
GC Wealth Management RIA
Massachusetts
$216K +$201K +1,215 New
SI
736
Stephens Inc
Arkansas
$216K -$33.2K -200 -14%
ACL
737
Applied Capital LLC
Florida
$214K +$199K +1,200 New
AWP
738
Ascent Wealth Partners
New York
$213K +$198K +1,197 New
FMTCOCP
739
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$213K – – –
HWA
740
Heartwood Wealth Advisors
Virginia
$210K +$196K +1,180 New
TA
741
TrueWealth Advisors
Alabama
$210K +$196K +1,180 New
DWM
742
Dopkins Wealth Management
New York
$207K -$238K -1,433 -55%
FWCM
743
Ferguson Wellman Capital Management
Oregon
$206K -$61.9K -373 -24%
HFM
744
Hartford Financial Management
Connecticut
$205K – – –
CAM
745
Cidel Asset Management
Ontario, Canada
$204K -$29.8K -180 -14%
NP
746
NorthRock Partners
Minnesota
$203K +$189K +1,137 New
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$188K +1,134 New
EWA
748
EverSource Wealth Advisors
Alabama
$197K +$1.33K +8 +0.7%
FDCP
749
Foster Dykema Cabot & Partners
Massachusetts
$194K -$45.3K -273 -20%
JWA
750
JFS Wealth Advisors
Pennsylvania
$183K +$1.33K +8 +0.8%
28 29
30
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