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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
726
Daner Wealth Management
Georgia
$312K +$1.91K +10 +0.8%
NW
727
NewEdge Wealth
Pennsylvania
$312K +$296K +1,548 New
SVWAG
728
Sound View Wealth Advisors Group
Georgia
$311K – – –
DT
729
Diversified Trust
Tennessee
$309K -$11.3K -59 -4%
OL
730
Optas LLC
Texas
$308K +$37.4K +196 +15%
SWIM
731
Smallwood Wealth Investment Management
New Jersey
$307K – – –
CI
732
Cigna Investments
Connecticut
$305K – – –
FNBOO
733
First National Bank of Omaha
Nebraska
$304K – – –
AFM
734
Armstrong Fleming & Moore
District of Columbia
$298K – – –
LG
735
Leuthold Group
Minnesota
$298K +$382 +2 +0.1%
RMC
736
Resources Management Corp
Connecticut
$298K – – –
AWCI
737
Alpine Woods Capital Investors
New York
$295K – – –
SCM
738
SCS Capital Management
Massachusetts
$294K +$191 +1 +0.1%
EFG
739
Everhart Financial Group
Ohio
$294K +$33.6K +176 +14%
WBC
740
Westpac Banking Corp
Australia
$293K +$51.8K +271 +23%
FTWA
741
Fifth Third Wealth Advisors
Ohio
$293K -$11.8K -62 -4%
BF
742
Brooklyn FI
New York
$293K +$277K +1,452 New
LA
743
Legacy Advisors
Pennsylvania
$292K +$18.5K +97 +7%
AWM
744
Aureum Wealth Management
Florida
$290K +$275K +1,440 New
SHA
745
Seneca House Advisors
Virginia
$288K -$80.4K -421 -23%
BMCM
746
Burns Matteson Capital Management
New York
$287K – – –
ONST
747
Old North State Trust
North Carolina
$286K – – –
DWM
748
Dakota Wealth Management
Florida
$286K +$271K +1,418 New
CMF
749
Counterpoint Mutual Funds
California
$285K +$271K +1,416 New
FAG
750
Fortitude Advisory Group
Washington
$284K +$764 +4 +0.3%
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