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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
751
Armstrong Advisory Group
Massachusetts
$332K -$5.03K -23 -2%
FAG
752
Fortitude Advisory Group
Washington
$331K -$15.7K -72 -5%
IC
753
Inscription Capital
Texas
$329K +$44.4K +203 +17%
MW
754
Marble Wealth
Alabama
$329K +$1.75K +8 +0.6%
MMPW
755
Mitchell McLeod Pugh & Williams
Alabama
$328K – – –
IEFM
756
IQ EQ Fund Management
Ireland
$325K – – –
SP
757
SmartHarvest Portfolios
Washington
$322K +$2.19K +10 +0.7%
CI
758
Cigna Investments
Connecticut
$322K -$24.7K -113 -8%
IHL
759
Investment House LLC
California
$321K – – –
ST
760
Sageworth Trust
Pennsylvania
$321K – – –
SWM
761
Silverlake Wealth Management
Vermont
$320K -$4.81K -22 -2%
SW
762
Simplicity Wealth
New Jersey
$320K +$294K +1,345 New
VFA
763
Valeo Financial Advisors
Indiana
$317K +$2.19K +10 +0.8%
PWA
764
Pitcairn Wealth Advisors
Pennsylvania
$314K +$289K +1,320 New
EWA
765
EverSource Wealth Advisors
Alabama
$314K -$73.9K -338 -20%
CLA
766
Carnegie Lake Advisors
New Jersey
$313K – – –
BBES
767
Buffalo Business & Estate Services
New York
$311K -$285K -1,305 Closed
DE
768
Diversified Enterprises
Delaware
$310K +$5.9K +27 +2%
VIM
769
Vinva Investment Management
Australia
$309K +$283K +1,293 New
7WCP
770
71 West Capital Partners
Massachusetts
$308K +$54.9K +251 +24%
MNA
771
Manning & Napier Advisors
New York
$307K +$176K +804 +168%
RPWA
772
Regent Peak Wealth Advisors
Georgia
$305K +$8.09K +37 +3%
AWAP
773
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$305K – – –
WF
774
Wayfinding Financial
Washington
$302K +$4.59K +21 +2%
FCM
775
Fieldview Capital Management
Michigan
$302K +$277K +1,268 New
29 30
31
32 33