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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
801
Raffa Wealth Management
District of Columbia
$2.35K – – –
HS
802
Horan Securities
United States
$2.25K +$2.18K +18 New
LF
803
Lee Financial
Texas
$2.23K +$726 +6 +50%
TAM
804
Tucker Asset Management
Colorado
$2.1K – – –
GWMIA
805
Global Wealth Management Investment Advisory
Florida
$2.1K +$2.06K +17 New
CP
806
Castleview Partners
Texas
$2.05K +$121 +1 +6%
BAAM
807
Baker Avenue Asset Management
California
$1.86K -$847 -7 -32%
CWC
808
Carolinas Wealth Consulting
North Carolina
$1.73K -$484 -4 -22%
BIA
809
Bell Investment Advisors
California
$1.49K +$484 +4 +50%
GI
810
Gradient Investments
Minnesota
$1.49K -$363 -3 -20%
NCM
811
Northwest Capital Management
Oregon
$1.49K +$1.45K +12 New
SIC
812
SJS Investment Consulting
Ohio
$1.36K +$121 +1 +10%
DI
813
Disciplined Investments
Oklahoma
$1.24K -$363 -3 -23%
TFA
814
Toth Financial Advisory
Virginia
$1.24K +$1.21K +10 New
CA
815
Centerpoint Advisors
Massachusetts
$1K – – –
SF
816
Safeguard Financial
Wisconsin
$1K +$363 +3 New
BG
817
Bollard Group
Massachusetts
$1K +$1.21K +10 New
DWA
818
Delos Wealth Advisors
Texas
$991 – – –
ME
819
McIlrath & Eck
Washington
$866 – – –
RWPA
820
Richard W. Paul & Associates
Michigan
$866 – – –
MTIC
821
Missouri Trust & Investment Company
Missouri
$743 +$726 +6 New
NECFA
822
New England Capital Financial Advisors
Connecticut
$731 – – –
TFP
823
Tilia Fiduciary Partners
North Carolina
$619 – – –
ACA
824
Atlas Capital Advisors
Wyoming
$618 – – –
MRCM
825
M&R Capital Management
New Jersey
$618 – – –
31 32
33
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