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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1001
Tortoise Investment Management
New York
$1.16K +$1.06K +6 New
BHWM
1002
Bay Harbor Wealth Management
Maryland
$1.16K +$353 +2 +50%
VNA
1003
Valley National Advisers
Pennsylvania
$1K -$18K -102 -95%
WTFG
1004
Wood Tarver Financial Group
Idaho
$1K – – –
SFCL
1005
Strengthening Families & Communities LLC
Massachusetts
$977 +$882 +5 New
EP
1006
Essential Partners
California
$970 +$882 +5 New
ACA
1007
Atlas Capital Advisors
Wyoming
$969 – – –
DF
1008
DecisionPoint Financial
Arizona
$790 +$706 +4 New
HIA
1009
HFM Investment Advisors
New Jersey
$776 +$353 +2 +100%
SC
1010
Stephens Consulting
Michigan
$776 +$706 +4 New
CFD
1011
Creative Financial Designs
Indiana
$605 – – –
WA
1012
WestEnd Advisors
North Carolina
$582 -$353 -2 -40%
BHWM
1013
Beaird Harris Wealth Management
Texas
$582 +$529 +3 New
IAS
1014
IMA Advisory Services
Colorado
$582 +$529 +3 New
DWM
1015
Dogwood Wealth Management
Kansas
$402 -$1.59K -9 -82%
SOW
1016
State of Wyoming
Wyoming
$388 -$981K -5,557 -100%
PWA
1017
Principia Wealth Advisory
Texas
$388 -$176 -1 -33%
DFA
1018
DHJJ Financial Advisors
Illinois
$388 – – –
LSA
1019
Leonteq Securities AG
Switzerland
$388 – – –
GWSG
1020
GPS Wealth Strategies Group
Colorado
$388 +$353 +2 New
VWA
1021
Valued Wealth Advisors
Utah
$197 – – –
MSWM
1022
Mowery & Schoenfeld Wealth Management
Illinois
$194 -$4.41K -25 -96%
AP
1023
Aspect Partners
Virginia
$194 -$882 -5 -83%
RS
1024
Rakuten Securities
Japan
$194 – – –
YDMI
1025
Y.D. More Investments
Israel
$87 -$14.6K -83 -35%
39 40
41
42 43