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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
776
Diversified Enterprises
Delaware
$254K +$240K +1,258 New
AW
777
Alchemi Wealth
Connecticut
$253K +$240K +1,255 New
CFG
778
Chapman Financial Group
Hawaii
$252K – – –
LWCFA
779
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K – – –
RPWA
780
Regent Peak Wealth Advisors
Georgia
$251K -$1.15K -6 -0.5%
NICM
781
Neo Ivy Capital Management
New York
$250K +$237K +1,239 New
PFS
782
Prospera Financial Services
Texas
$249K +$29K +152 +14%
FFC
783
Frederick Financial Consultants
Maryland
$249K -$1.72K -9 -0.7%
SPC
784
Spirepoint Private Client
Florida
$246K +$233K +1,221 New
WF
785
Wayfinding Financial
Washington
$246K +$191 +1 +0.1%
YIA
786
YHB Investment Advisors
Connecticut
$244K – – –
OC
787
Oppenheimer & Co
New York
$243K -$9.55K -50 -4%
FWCM
788
Ferguson Wellman Capital Management
Oregon
$243K – – –
BFG
789
Beacon Financial Group
Texas
$243K +$1.15K +6 +0.5%
HAS
790
HBW Advisory Services
California
$243K -$1.72K -9 -0.7%
USWIA
791
UP Strategic Wealth Investment Advisors
Pennsylvania
$241K +$193K +1,011 New
BAAM
792
Baker Avenue Asset Management
California
$240K +$4.58K +24 +2%
HWA
793
Heartwood Wealth Advisors
Virginia
$240K -$26.7K -140 -11%
PFM
794
Patton Fund Management
Texas
$239K -$24.3K -127 -10%
SWP
795
Stratos Wealth Partners
Ohio
$238K -$131K -686 -37%
TA
796
TrueWealth Advisors
Alabama
$238K – – –
LMFP
797
Larry Mathis Financial Planning
Arizona
$238K +$225K +1,180 New
HPM
798
Hudson Portfolio Management
New York
$237K – – –
ACL
799
Applied Capital LLC
Florida
$237K – – –
WIC
800
Woodmont Investment Counsel
Tennessee
$236K +$2.29K +12 +1%
30 31
32
33 34