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M&T Bank
MTB

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