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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
751
Old North State Trust
North Carolina
$293K – – –
SAM
752
Sagewood Asset Management
New York
$292K +$304K +1,412 New
CHA
753
Cooper/Haims Advisors
New York
$290K +$302K +1,403 New
SWP
754
Stratos Wealth Partners
Ohio
$290K +$47.4K +220 +19%
DWM
755
Dakota Wealth Management
Florida
$290K -$3.44K -16 -1%
MMPW
756
Mitchell McLeod Pugh & Williams
Alabama
$285K – – –
AIP
757
Ameritas Investment Partners
Nebraska
$284K – – –
MW
758
Marble Wealth
Alabama
$284K -$904K -4,201 -75%
SWM
759
Silverlake Wealth Management
Vermont
$283K +$430 +2 +0.1%
IEFM
760
IQ EQ Fund Management
Ireland
$282K +$294K +1,366 New
RAM
761
Riggs Asset Management
Pennsylvania
$281K – – –
IHL
762
Investment House LLC
California
$279K – – –
ST
763
Sageworth Trust
Pennsylvania
$279K – – –
N
764
Numerai
California
$279K -$417K -1,937 -59%
SP
765
SmartHarvest Portfolios
Washington
$278K -$102K -472 -26%
DWM
766
Daner Wealth Management
Georgia
$278K +$1.94K +9 +0.7%
PFS
767
Prospera Financial Services
Texas
$276K +$21.1K +98 +8%
VFA
768
Valeo Financial Advisors
Indiana
$273K -$169K -784 -37%
CWS
769
Confluence Wealth Services
Pennsylvania
$273K +$284K +1,321 New
MCCA
770
Mill Creek Capital Advisors
Pennsylvania
$273K -$3.87K -18 -1%
PWM
771
Perigon Wealth Management
California
$272K +$63.9K +297 +29%
BJL
772
Brighton Jones LLC
Washington
$272K +$283K +1,314 New
CLA
773
Carnegie Lake Advisors
New Jersey
$271K – – –
BBES
774
Buffalo Business & Estate Services
New York
$270K +$215 +1 +0.1%
DT
775
DV Trading
Illinois
$269K +$173K +805 +163%
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