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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
726
Shufro Rose & Co
New York
$283K – – –
GL
727
Graypoint LLC
New York
$283K +$45.5K +240 +18%
CCA
728
Checchi Capital Advisers
California
$282K +$12.7K +67 +4%
CCA
729
Cobblestone Capital Advisors
New York
$281K -$27.5K -145 -8%
WAAG
730
Wealth Alliance Advisory Group
Kansas
$278K +$1.14K +6 +0.4%
GM
731
GeoWealth Management
Illinois
$278K -$76.2K -402 -21%
CPIA
732
Cornell Pochily Investment Advisors
New York
$278K +$56K +295 +23%
AAIS
733
ABN AMRO Investment Solutions
$278K -$72.1K -380 -20%
CFO
734
Collective Family Office
Pennsylvania
$277K -$14K -74 -5%
BI
735
Bradyco Inc
Massachusetts
$276K – – –
SWIM
736
Smallwood Wealth Investment Management
New Jersey
$272K – – –
SHA
737
Seneca House Advisors
Virginia
$272K -$77K -406 -21%
ZBNA
738
Zions Bancorporation, National Association
Utah
$271K +$287K +1,515 New
FNBOO
739
First National Bank of Omaha
Nebraska
$270K – – –
LA
740
LVW Advisors
New York
$268K +$7.21K +38 +3%
EI
741
Ellevest Inc
New York
$267K +$12.7K +67 +5%
DWT
742
Dorsey & Whitney Trust
South Dakota
$267K +$21.2K +112 +8%
ONST
743
Old North State Trust
North Carolina
$267K – – –
JFG
744
Jefferies Financial Group
New York
$267K +$283K +1,493 New
BAM
745
Blueshift Asset Management
New Jersey
$263K +$279K +1,472 New
BMCM
746
Burns Matteson Capital Management
New York
$255K – – –
SWM
747
SeaCrest Wealth Management
New York
$254K +$569 +3 +0.2%
BCM
748
Brown Capital Management
Maryland
$254K -$59.2K -312 -18%
GLA
749
Good Life Advisors
Pennsylvania
$252K +$37.9K +200 +17%
TIA
750
Traphagen Investment Advisors
New Jersey
$244K +$569 +3 +0.2%
28 29
30
31 32