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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
776
Ferguson Wellman Capital Management
Oregon
$239K – – –
BFG
777
Beacon Financial Group
Texas
$237K -$1.77K -9 -0.7%
SRC
778
Shufro Rose & Co
New York
$237K – – –
DWM
779
Daner Wealth Management
Georgia
$237K +$1.96K +10 +0.8%
XT
780
XTX Topco
Cayman Islands
$237K -$893K -4,553 -79%
AWP
781
Ascent Wealth Partners
New York
$237K – – –
MAG
782
MRA Advisory Group
New Jersey
$236K +$234K +1,193 New
AA
783
Alesco Advisors
New York
$235K – – –
TF
784
Tompkins Financial
New York
$234K – – –
PCG
785
Prosperity Consulting Group
Maryland
$234K +$233K +1,185 New
WBC
786
Westpac Banking Corp
Australia
$234K -$5.69K -29 -2%
HPC
787
HM Payson & Co
Maine
$234K +$84.2K +429 +57%
PGAM
788
Princeton Global Asset Management
New Jersey
$233K – – –
TA
789
TrueWealth Advisors
Alabama
$233K – – –
HPM
790
Hudson Portfolio Management
New York
$232K – – –
ACL
791
Applied Capital LLC
Florida
$232K – – –
BJL
792
Brighton Jones LLC
Washington
$232K +$230K +1,172 New
CAAM
793
Cornerstone Advisors Asset Management
Pennsylvania
$231K – – –
BAAM
794
Baker Avenue Asset Management
California
$230K +$229K +1,166 New
WIC
795
Woodmont Investment Counsel
Tennessee
$229K -$12.4K -63 -5%
DWT
796
Dorsey & Whitney Trust
South Dakota
$229K +$11K +56 +5%
VBA
797
von Borstel & Associates
Oregon
$229K +$239K +1,220 New
IQI
798
Integrated Quantitative Investments
Washington
$226K -$182K -928 -45%
PCIA
799
Prime Capital Investment Advisors
Kansas
$225K +$17.7K +90 +9%
IC
800
Inscription Capital
Texas
$224K +$222K +1,133 New
30 31
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