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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
901
Waverly Advisors
Alabama
– -$224K -1,544 Closed
CAG
902
Csenge Advisory Group
Florida
– -$222K -1,531 Closed
FNBOO
903
First National Bank of Omaha
Nebraska
– -$219K -1,510 Closed
TW
904
TrinityPoint Wealth
Connecticut
– -$218K -1,505 Closed
SA
905
Sicart Associates
New York
– -$218K -1,500 Closed
SVWAG
906
Sound View Wealth Advisors Group
Georgia
– -$205K -1,495 Closed
SFI
907
Siemens Fonds Invest
Germany
– -$216K -1,491 Closed
SP
908
Successful Portfolios
Florida
– -$216K -1,489 Closed
SI
909
Stephens Inc
Arkansas
– -$215K -1,482 Closed
SCM
910
Seascape Capital Management
New Hampshire
– -$209K -1,441 Closed
NRS
911
Neville Rodie & Shaw
New York
– -$207K -1,424 Closed
LFA
912
LGT Financial Advisors
Texas
– -$206K -1,420 Closed
PPW
913
Pasadena Private Wealth
California
– -$205K -1,416 Closed
ACL
914
Applied Capital LLC
Florida
– -$205K -1,415 Closed
HWA
915
Heartwood Wealth Advisors
Virginia
– -$202K -1,390 Closed
YIH
916
Y-Intercept (HK)
Hong Kong
– -$201K -1,388 Closed
BCM
917
Brown Capital Management
Maryland
– -$201K -1,385 Closed
PWP
918
Phillips Wealth Planners
Mississippi
– -$204K -1,266 Closed
USCWA
919
U.S. Capital Wealth Advisors
Texas
– -$181K -1,248 Closed
MAM
920
Meeder Asset Management
Ohio
– -$178K -1,228 Closed
SIM
921
Sentry Investment Management
Wisconsin
– -$165K -1,139 Closed
ZIG
922
Zullo Investment Group
Pennsylvania
– -$126K -869 Closed
RIA
923
Realta Investment Advisors
Delaware
– -$111K -767 Closed
MCC
924
Money Concepts Capital
Florida
– -$103K -713 Closed
PFA
925
Pathway Financial Advisers
Indiana
– -$76K -524 Closed
35 36
37
38 39