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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
HHCP
1101
Hilton Head Capital Partners
South Carolina
$2.62K – – –
1CP
1102
1015 Capital Partners
Pennsylvania
$2.62K +$219 +1 +10%
HFG
1103
Harborfront Financial Group
Michigan
$2.62K +$2.4K +11 New
HIA
1104
HFM Investment Advisors
New Jersey
$2.38K +$1.09K +5 +100%
BCWM
1105
Bartlett & Co Wealth Management
Ohio
$2.38K +$2.19K +10 New
MFS
1106
Montgomery Financial Services
Maryland
$2.14K +$1.97K +9 New
BHWM
1107
Beaird Harris Wealth Management
Texas
$1.91K – – –
ACA
1108
American Capital Advisory
Idaho
$1.67K +$437 +2 +40%
BH
1109
Burk Holdings
Oklahoma
$1.67K – – –
NRG
1110
Nemes Rush Group
Michigan
$1.67K – – –
PP
1111
Paladin Partners
Wisconsin
$1.67K – – –
VNA
1112
Valley National Advisers
Pennsylvania
$1.51K +$219 +1 +20%
SEP
1113
Signature Equity Partners
Ohio
$1.5K – – –
DF
1114
DecisionPoint Financial
Arizona
$1.45K +$437 +2 +50%
NSIM
1115
North Star Investment Management
Illinois
$1.43K – – –
NL
1116
NVWM LLC
Pennsylvania
$1.43K – – –
DF
1117
Downshift Financial
Colorado
$1.43K +$1.31K +6 New
PWA
1118
Provenance Wealth Advisors
Florida
$1.43K +$1.31K +6 New
DRP
1119
Decker Retirement Planning
Utah
$1.35K +$1.31K +6 New
II
1120
Inspire Investing
Idaho
$1.26K -$1.09K -5 -50%
SWAG
1121
Spectrum Wealth Advisory Group
California
$1.2K +$1.09K +5 New
ACA
1122
Atlas Capital Advisors
Wyoming
$1.19K – – –
CSB
1123
City State Bank
Iowa
$1.19K – – –
WA
1124
WestEnd Advisors
North Carolina
$1.19K – – –
LF
1125
LifeSteps Financial
California
$1.19K +$1.09K +5 New
43 44
45
46 47