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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
826
Wilkins Investment Counsel
Massachusetts
$212K – – –
PCIA
827
Prime Capital Investment Advisors
Kansas
$211K -$17K -89 -8%
ST
828
Smithfield Trust
Pennsylvania
$211K +$149K +781 +289%
CIAM
829
Caitong International Asset Management
Hong Kong
$210K +$199K +1,043 +104,300%
MWA
830
Medallion Wealth Advisors
Connecticut
$209K – – –
PCM
831
Parsons Capital Management
Rhode Island
$209K – – –
PWM
832
Perigon Wealth Management
California
$205K +$195K +1,019 New
CMAI
833
Capital Management Associates Inc
Minnesota
$205K – – –
CNBT
834
Canandaigua National Bank & Trust
New York
$204K – – –
LA
835
Latitude Advisors
Florida
$204K -$77.4K -405 -29%
PWMAG
836
Pinnacle Wealth Management Advisory Group
New Jersey
$204K +$194K +1,013 New
LS
837
Livforsakringsbolaget Skandia
Sweden
$203K – – –
CFP
838
Catalyst Financial Partners
Massachusetts
$203K +$192K +1,006 New
PDL
839
Portfolio Design Labs
California
$202K +$192K +1,004 New
ERIC
840
Eagle Rock Investment Company
Georgia
$202K +$191K +1,002 New
GPA
841
Garrison Point Advisors
California
$201K +$191K +1,000 New
C
842
Certuity
Florida
$200K +$190K +994 New
GAFA
843
Garton & Associates Financial Advisors
Kentucky
$200K +$190K +993 New
MWPCG
844
Measured Wealth Private Client Group
New Hampshire
$195K – – –
HIMS
845
Hager Investment Management Services
New Hampshire
$186K – – –
CA
846
Clearstead Advisors
Ohio
$184K -$250K -1,306 -59%
SWM
847
SHP Wealth Management
Massachusetts
$183K +$173K +908 New
PP
848
PDS Planning
Ohio
$181K -$764 -4 -0.4%
CPBTD
849
Central Pacific Bank - Trust Division
Hawaii
$181K – – –
FC
850
Financial Consulate
Maryland
$179K +$764 +4 +0.5%
32 33
34
35 36