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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
751
Mitchell McLeod Pugh & Williams
Alabama
$328K – – –
IEFM
752
IQ EQ Fund Management
Ireland
$325K – – –
SP
753
SmartHarvest Portfolios
Washington
$322K +$2.19K +10 +0.7%
CI
754
Cigna Investments
Connecticut
$322K -$24.7K -113 -8%
IHL
755
Investment House LLC
California
$321K – – –
ST
756
Sageworth Trust
Pennsylvania
$321K – – –
SWM
757
Silverlake Wealth Management
Vermont
$320K -$4.81K -22 -2%
SW
758
Simplicity Wealth
New Jersey
$320K +$294K +1,345 New
VFA
759
Valeo Financial Advisors
Indiana
$317K +$2.19K +10 +0.8%
PWA
760
Pitcairn Wealth Advisors
Pennsylvania
$314K +$289K +1,320 New
EWA
761
EverSource Wealth Advisors
Alabama
$314K -$73.9K -338 -20%
CLA
762
Carnegie Lake Advisors
New Jersey
$313K – – –
BBES
763
Buffalo Business & Estate Services
New York
$311K -$285K -1,305 Closed
DE
764
Diversified Enterprises
Delaware
$310K +$5.9K +27 +2%
VIM
765
Vinva Investment Management
Australia
$309K +$283K +1,293 New
7WCP
766
71 West Capital Partners
Massachusetts
$308K +$54.9K +251 +24%
MNA
767
Manning & Napier Advisors
New York
$307K +$176K +804 +168%
RPWA
768
Regent Peak Wealth Advisors
Georgia
$305K +$8.09K +37 +3%
AWAP
769
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$305K – – –
WF
770
Wayfinding Financial
Washington
$302K +$4.59K +21 +2%
FCM
771
Fieldview Capital Management
Michigan
$302K +$277K +1,268 New
SPC
772
Spirepoint Private Client
Florida
$301K -$1.31K -6 -0.5%
AIP
773
Ameritas Investment Partners
Nebraska
$299K -$26.2K -120 -9%
CFG
774
Chapman Financial Group
Hawaii
$298K – – –
AA
775
ALPS Advisors
Colorado
$297K +$273K +1,248 New
29 30
31
32 33