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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
LMFP
801
Larry Mathis Financial Planning
Arizona
$244K – – –
NW
802
NewEdge Wealth
Pennsylvania
$244K -$79.6K -370 -24%
HPM
803
Hudson Portfolio Management
New York
$243K – – –
ACL
804
Applied Capital LLC
Florida
$243K – – –
BI
805
Bradyco Inc
Massachusetts
$243K +$3.23K +15 +1%
WIC
806
Woodmont Investment Counsel
Tennessee
$242K – – –
HWA
807
Heartwood Wealth Advisors
Virginia
$242K -$4.3K -20 -2%
CAAM
808
Cornerstone Advisors Asset Management
Pennsylvania
$242K – – –
HPC
809
HM Payson & Co
Maine
$241K – – –
DWT
810
Dorsey & Whitney Trust
South Dakota
$235K +$861 +4 +0.4%
CAM
811
Cidel Asset Management
Ontario, Canada
$235K +$244K +1,135 New
AC
812
Apella Capital
Connecticut
$235K +$1.51K +7 +0.7%
DIP
813
Davis Investment Partners
North Carolina
$234K +$17K +79 +8%
WA
814
WBH Advisory
Maryland
$233K -$3.23K -15 -1%
JWA
815
JFS Wealth Advisors
Pennsylvania
$232K +$1.94K +9 +0.8%
YIA
816
YHB Investment Advisors
Connecticut
$232K -$19.4K -90 -7%
GWANC
817
Guardian Wealth Advisors (North Carolina)
North Carolina
$232K +$1.08K +5 +0.4%
AWP
818
Ascent Wealth Partners
New York
$231K – – –
MAP
819
Moody Aldrich Partners
Massachusetts
$231K -$2.8K -13 -1%
CA
820
Clearstead Advisors
Ohio
$229K +$42.2K +196 +21%
CIS
821
Connors Investor Services
Pennsylvania
$228K -$129K -600 -35%
PCG
822
Prosperity Consulting Group
Maryland
$228K +$215 +1 +0.1%
EC
823
Enhancing Capital
Pennsylvania
$227K – – –
FDCP
824
Foster Dykema Cabot & Partners
Massachusetts
$225K -$250K -1,163 -52%
SSWM
825
Strait & Sound Wealth Management
California
$225K -$43K -200 -16%
31 32
33
34 35