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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
751
Optas LLC
Texas
$264K +$8.04K +41 +3%
TIA
752
Traphagen Investment Advisors
New Jersey
$263K -$9.81K -50 -4%
HWA
753
Heartwood Wealth Advisors
Virginia
$263K +$31.4K +160 +14%
FC
754
Farringdon Capital
United Kingdom
$262K +$260K +1,325 New
PFM
755
Patton Fund Management
Texas
$260K – – –
CLA
756
Carnegie Lake Advisors
New Jersey
$259K – – –
DA
757
Denali Advisors
California
$259K +$258K +1,313 New
IAIM
758
International Assets Investment Management
Florida
$259K – – –
MCCA
759
Mill Creek Capital Advisors
Pennsylvania
$256K +$1.77K +9 +0.7%
SSWM
760
Strait & Sound Wealth Management
California
$255K – – –
AWAP
761
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$253K – – –
EFG
762
Everhart Financial Group
Ohio
$253K +$251K +1,281 New
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$252K +$8.04K +41 +3%
CB
764
Community Bank
New York
$251K -$9.81K -50 -4%
RCM
765
Radnor Capital Management
Pennsylvania
$250K – – –
OC
766
Oppenheimer & Co
New York
$249K +$981 +5 +0.4%
RPWA
767
Regent Peak Wealth Advisors
Georgia
$247K +$245K +1,251 New
CFG
768
Chapman Financial Group
Hawaii
$247K +$245K +1,250 New
CIA
769
Concurrent Investment Advisors
Florida
$247K -$17.7K -90 -7%
FFC
770
Frederick Financial Consultants
Maryland
$246K +$785 +4 +0.3%
SP
771
Successful Portfolios
Florida
$243K -$13.3K -68 -5%
NP
772
NorthRock Partners
Minnesota
$242K +$36.7K +187 +18%
WF
773
Wayfinding Financial
Washington
$241K – – –
HAS
774
HBW Advisory Services
California
$240K +$1.57K +8 +0.7%
YIA
775
YHB Investment Advisors
Connecticut
$239K – – –
29 30
31
32 33