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M&T Bank
MTB

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