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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1026
Capital A Wealth Management
Pennsylvania
$1.13K +$1.19K +6 New
NC
1027
NewSquare Capital
Pennsylvania
$1.13K +$1.19K +6 New
FWM
1028
FLP Wealth Management
Arkansas
$1.05K +$1.19K +6 New
CPG
1029
Cornerstone Planning Group
New Jersey
$1K – – –
ACA
1030
Atlas Capital Advisors
Wyoming
$940 – – –
JFG
1031
JDM Financial Group
Texas
$940 – – –
CJ
1032
Caitlin John
Michigan
$819 – – –
AGWCA
1033
Annis Gardner Whiting Capital Advisors
Florida
$753 +$795 +4 New
OSNBOA
1034
Old Second National Bank of Aurora
Illinois
$752 +$795 +4 New
PWA
1035
Principia Wealth Advisory
Texas
$752 +$795 +4 New
CFD
1036
Creative Financial Designs
Indiana
$578 – – –
WW
1037
Winnow Wealth
Texas
$493 +$596 +3 New
DFA
1038
DHJJ Financial Advisors
Illinois
$377 – – –
WA
1039
WestEnd Advisors
North Carolina
$376 +$199 +1 +100%
PWM
1040
Parkworth Wealth Management
California
$376 +$398 +2 New
VWA
1041
Valued Wealth Advisors
Utah
$189 – – –
AA
1042
Ancora Advisors
Ohio
$188 – – –
AP
1043
Aspect Partners
Virginia
$188 – – –
T
1044
Transce3nd
Texas
$188 +$199 +1 New
YDMI
1045
Y.D. More Investments
Israel
$107 +$22.7K +114 +123%
JCM
1046
Junto Capital Management
New York
– -$51.9M -291,197 Closed
ZIG
1047
Zurich Insurance Group
Switzerland
– -$44.4M -249,393 Closed
MME
1048
Meag Munich Ergo
Germany
– -$43.8M -245,967 Closed
IAIM
1049
International Assets Investment Management
Florida
– -$618 -110,166 Closed
CCM
1050
Cinctive Capital Management
New York
– -$14.8M -83,127 Closed
40 41
42
43 44