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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
951
Pinnacle Wealth Planning Services
Ohio
$56.2K +$1.31K +6 +3%
MWA
952
Medallion Wealth Advisors
Connecticut
$52.4K -$179K -819 -79%
CT
953
Clearstead Trust
Maine
$52.1K – – –
NB
954
NBH Bank
Colorado
$51.2K +$47K +215 New
FIA
955
FNY Investment Advisers
New York
$51K +$47.7K +218 New
QWM
956
Quaker Wealth Management
New Jersey
$48.8K +$43.5K +199 +3,317%
KCM
957
Key Capital Management
Tennessee
$48.3K -$25.8K -118 -37%
MWPCG
958
Measured Wealth Private Client Group
New Hampshire
$48.3K – – –
CA
959
Crewe Advisors
Utah
$47.8K +$41.3K +189 +1,575%
BT
960
Banque Transatlantique
France
$47.6K – – –
SA
961
SRH Advisors
Kansas
$47.6K – – –
PWA
962
Physician Wealth Advisors
Utah
$44.3K +$2.19K +10 +6%
WIM
963
Westside Investment Management
California
$43.6K -$3.5K -16 -8%
TWIM
964
TIAA Wealth Investment Management
New York
$43.3K -$2.4K -11 -6%
BBPWM
965
Blue Bell Private Wealth Management
Pennsylvania
$43.3K – – –
CWP
966
Concord Wealth Partners
Virginia
$43.2K +$39.8K +182 New
HWA
967
HHM Wealth Advisors
Tennessee
$42.8K – – –
OC
968
Oakworth Capital
Alabama
$40.6K – – –
TFIPS
969
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.5K – – –
TCM
970
Triumph Capital Management
Colorado
$40.5K – – –
TFM
971
TFC Financial Management
Massachusetts
$38.1K – – –
EWM
972
Evermay Wealth Management
Virginia
$35K – – –
FFA
973
Frazier Financial Advisors
Ohio
$33.3K -$437 -2 -1%
CNBTD
974
Citizens National Bank Trust Department
Mississippi
$33.3K – – –
BWL
975
Bogart Wealth LLC
Virginia
$33.1K +$4.16K +19 +16%
37 38
39
40 41