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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1001
Coston McIsaac & Partners
Maine
$9K – – –
TWD
1002
True Wealth Design
Ohio
$8.87K -$2.29K -12 -21%
TC
1003
Truvestments Capital
Florida
$8.66K – – –
TFA
1004
Transamerica Financial Advisors
Florida
$8.58K +$3.63K +19 +79%
CW
1005
Curio Wealth
Maryland
$8.5K +$7.83K +41 New
IWM
1006
IMG Wealth Management
Florida
$8.46K – – –
MHR
1007
Matthew Hamilton Rosenberg
$8.46K – – –
SIC
1008
SJS Investment Consulting
Ohio
$8.26K -$12K -63 -61%
LFA
1009
LGT Financial Advisors
Texas
$8.23K – – –
HFS
1010
Hughes Financial Services
Virginia
$8.06K – – –
JSAM
1011
J. Safra Asset Management
New York
$8.06K – – –
SGK
1012
Steigerwald Gordon & Koch
Virginia
$8.06K +$7.64K +40 New
MPW
1013
MASECO Private Wealth
$7.66K -$2.29K -12 -24%
HWP
1014
Highline Wealth Partners
California
$7.27K – – –
BCWM
1015
Bartlett & Co Wealth Management
Ohio
$7.25K – – –
BWL
1016
Bogart Wealth LLC
Virginia
$7.22K -$764 -4 -10%
CB
1017
Centennial Bank
Arkansas
$7.05K – – –
HHMI
1018
Howard Hughes Medical Institute
Maryland
$6.85K – – –
KAS
1019
Kemnay Advisory Services
New York
$6.65K +$6.3K +33 New
LIA
1020
Luken Investment Analytics
Tennessee
$6.65K +$6.3K +33 New
WAG
1021
Wilkerson Advisory Group
Missouri
$6.65K +$6.3K +33 New
S
1022
Sachetta
Massachusetts
$6.04K +$2.1K +11 +58%
STB
1023
S&T Bank
Pennsylvania
$6.04K +$955 +5 +20%
MSWM
1024
Mowery & Schoenfeld Wealth Management
Illinois
$5.84K +$5.54K +29 New
CFG
1025
Clayton Financial Group
Missouri
$5.64K +$5.35K +28 New
39 40
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