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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
751
Frederick Financial Consultants
Maryland
$240K +$3.88K +22 +2%
WTA
752
Washington Trust Advisors
Massachusetts
$240K – – –
PFS
753
Prospera Financial Services
Texas
$240K -$18K -102 -8%
CSPIA
754
Cary Street Partners Investment Advisory
Virginia
$240K +$4.06K +23 +2%
WIC
755
Woodmont Investment Counsel
Tennessee
$237K -$15.9K -90 -7%
SRC
756
Shufro Rose & Co
New York
$237K -$45.7K -259 -16%
WBC
757
Westpac Banking Corp
Australia
$235K -$10.2K -58 -5%
AWA
758
Aaron Wealth Advisors
Illinois
$235K -$3.18K -18 -1%
YIA
759
YHB Investment Advisors
Connecticut
$235K -$12.4K -70 -5%
BFG
760
Beacon Financial Group
Texas
$235K -$5.29K -30 -2%
HAS
761
HBW Advisory Services
California
$234K – – –
FWCM
762
Ferguson Wellman Capital Management
Oregon
$234K -$71.5K -405 -25%
GCP
763
Garda Capital Partners
Minnesota
$234K -$1.32M -7,462 -86%
SC
764
Syon Capital
California
$233K +$212K +1,200 New
AWP
765
Ascent Wealth Partners
New York
$232K – – –
AA
766
Alesco Advisors
New York
$230K -$19.2K -109 -8%
TF
767
Tompkins Financial
New York
$230K – – –
WF
768
Wayfinding Financial
Washington
$230K +$14.6K +83 +7%
FC
769
FORA Capital
Florida
$229K +$208K +1,181 New
PGAM
770
Princeton Global Asset Management
New Jersey
$229K -$167K -944 -44%
TA
771
TrueWealth Advisors
Alabama
$229K – – –
HPM
772
Hudson Portfolio Management
New York
$228K -$5.12K -29 -2%
ACL
773
Applied Capital LLC
Florida
$228K – – –
GWM
774
Gitterman Wealth Management
New Jersey
$227K +$206K +1,167 New
HWA
775
Heartwood Wealth Advisors
Virginia
$227K -$1.76K -10 -0.8%
29 30
31
32 33