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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
751
Baystate Wealth Management
Massachusetts
$141K +$885 +5 +0.6%
BCWM
752
Bartlett & Co Wealth Management
Ohio
$140K – – –
BC
753
Bartlett & Co
Ohio
$140K – – –
DMBA
754
Deseret Mutual Benefit Administrators
Utah
$139K -$38K -215 -21%
RIA
755
Realta Investment Advisors
Delaware
$135K +$136K +767 New
BEI
756
Benjamin Edwards Inc
Missouri
$134K +$3.01K +17 +2%
GRP
757
Global Retirement Partners
California
$130K +$36.8K +208 +37%
EWA
758
EverSource Wealth Advisors
Alabama
$128K +$15.2K +86 +14%
LFA
759
Level Financial Advisors
New York
$122K – – –
FCB
760
First Command Bank
Texas
$118K -$57.9K -327 -33%
FCFS
761
First Command Financial Services
Texas
$118K -$57.9K -327 -33%
AAM
762
Advisors Asset Management
Colorado
$112K +$113K +636 New
ZB
763
Zions Bancorporation
Utah
$111K +$885 +5 +0.8%
TFM
764
TFC Financial Management
Massachusetts
$110K -$9.91K -56 -8%
AIM
765
Axiom Investment Management
New York
$110K +$111K +625 New
FWM
766
Focused Wealth Management
New York
$109K – – –
JGIA
767
Jackson Grant Investment Advisers
Connecticut
$106K +$531 +3 +0.5%
QCG
768
Quadrant Capital Group
Ohio
$105K -$24.2K -137 -19%
PI
769
PineBridge Investments
New York
$101K – – –
OAJ
770
Ogorek Anthony Joseph
New York
$96K – – –
NEAM
771
New England Asset Management
Connecticut
$95K -$220K -1,241 -70%
CG
772
Cutler Group
California
$93K – – –
AG
773
AIA Group
Hong Kong
$92K -$46.9K -265 -34%
MFC
774
Mechanics Financial Corp
Ohio
$88K – – –
MMG
775
Monetary Management Group
Missouri
$88K – – –
29 30
31
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