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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
726
MBB Public Markets
Illinois
$263K -$56.8K -322 -19%
IHL
727
Investment House LLC
California
$262K – – –
ST
728
Sageworth Trust
Pennsylvania
$262K – – –
CIA
729
Concurrent Investment Advisors
Florida
$260K +$14.3K +81 +6%
CCA
730
Checchi Capital Advisers
California
$257K -$45K -255 -16%
CB
731
Community Bank
New York
$256K – – –
PFM
732
Patton Fund Management
Texas
$255K +$232K +1,315 New
CLA
733
Carnegie Lake Advisors
New Jersey
$255K – – –
AWA
734
Arkadios Wealth Advisors
Georgia
$254K +$11.3K +64 +5%
IAIM
735
International Assets Investment Management
Florida
$254K +$231K +1,311 New
BCM
736
Brown Capital Management
Maryland
$254K -$19.8K -112 -8%
ASN
737
Advisory Services Network
Georgia
$253K -$602K -3,414 -72%
SP
738
Successful Portfolios
Florida
$252K -$882 -5 -0.4%
OL
739
Optas LLC
Texas
$251K +$228K +1,293 New
SSWM
740
Strait & Sound Wealth Management
California
$250K -$5.29K -30 -2%
MCCA
741
Mill Creek Capital Advisors
Pennsylvania
$250K +$1.59K +9 +0.7%
GS
742
GTS Securities
Florida
$249K -$401K -2,275 -64%
DWM
743
Daner Wealth Management
Georgia
$249K +$230K +1,301 New
AWAP
744
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$249K – – –
MOS
745
MGO One Seven
Ohio
$248K +$1.41K +8 +0.6%
RCM
746
Radnor Capital Management
Pennsylvania
$246K – – –
CFO
747
Callan Family Office
Pennsylvania
$244K +$222K +1,260 New
OC
748
Oppenheimer & Co
New York
$243K +$221K +1,253 New
VCM
749
Voleon Capital Management
California
$243K +$221K +1,252 New
BCV
750
Banque Cantonale Vaudoise
Switzerland
$242K -$933K -5,285 -81%
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30
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