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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
801
HHM Wealth Advisors
Tennessee
$27.2K – – –
ADL
802
Asset Dedication LLC
California
$26.9K – – –
TFM
803
TFC Financial Management
Massachusetts
$25.3K +$1.02K +7 +4%
NB
804
NBT Bank
New York
$25.3K – – –
GLR
805
Great Lakes Retirement
Ohio
$24.7K +$23.8K +163 New
RIA
806
Realta Investment Advisors
Delaware
$24.2K +$20.5K +140 +700%
BIC
807
Beach Investment Counsel
Pennsylvania
$23K +$22.2K +152 New
FFO
808
Fortitude Family Office
Arizona
$22.9K +$3.94K +27 +22%
AFS
809
Annapolis Financial Services
Maryland
$22.7K – – –
CNBTD
810
Citizens National Bank Trust Department
Mississippi
$21.2K +$20.5K +140 New
KFI
811
Key Financial Inc
Pennsylvania
$20.6K +$730 +5 +4%
CFGS
812
Concourse Financial Group Securities
Alabama
$20.6K -$1.9K -13 -9%
HI
813
Harbour Investments
Wisconsin
$20.4K +$2.19K +15 +13%
MFT
814
Moisand Fitzgerald Tamayo
Florida
$20K – – –
M
815
MOTCO
Texas
$19.4K – – –
HCP
816
Hexagon Capital Partners
Arkansas
$18.9K +$10.8K +74 +145%
MCM
817
MV Capital Management
Maryland
$18.8K +$1.02K +7 +6%
RA
818
Rise Advisors
New York
$17.6K +$292 +2 +2%
RTC
819
Riverview Trust Company
Washington
$17.6K – – –
GJWM
820
Gilliland Jeter Wealth Management
Arkansas
$16.8K – – –
CB
821
CNB Bank
Pennsylvania
$16.6K – – –
CCA
822
Criterion Capital Advisors
Tennessee
$16.2K – – –
WWM
823
Wolff Wiese Magana
California
$16.2K – – –
PWMG
824
Private Wealth Management Group
New Jersey
$15.9K – – –
IFAM
825
Institutional & Family Asset Management
Colorado
$15.6K +$2.92K +20 +24%
31 32
33
34 35