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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1101
Marshall Investment Management
Colorado
$3.09K – – –
VWA
1102
Valued Wealth Advisors
Utah
$2.87K +$219 +1 +9%
HNW
1103
High Note Wealth
Minnesota
$2.86K -$437 -2 -14%
BCV
1104
Banque Cantonale Vaudoise
Switzerland
$2.73K +$1.34M +6,119 +114%
AWM
1105
Activest Wealth Management
Florida
$2.62K -$1.31K -6 -35%
ECA
1106
Elevated Capital Advisors
Utah
$2.62K – – –
HHCP
1107
Hilton Head Capital Partners
South Carolina
$2.62K – – –
1CP
1108
1015 Capital Partners
Pennsylvania
$2.62K +$219 +1 +10%
HFG
1109
Harborfront Financial Group
Michigan
$2.62K +$2.4K +11 New
HIA
1110
HFM Investment Advisors
New Jersey
$2.38K +$1.09K +5 +100%
BCWM
1111
Bartlett & Co Wealth Management
Ohio
$2.38K +$2.19K +10 New
PWA
1112
Principia Wealth Advisory
Texas
$2.14K +$219 +1 +13%
MFS
1113
Montgomery Financial Services
Maryland
$2.14K +$1.97K +9 New
BHWM
1114
Beaird Harris Wealth Management
Texas
$1.91K – – –
ACA
1115
American Capital Advisory
Idaho
$1.67K +$437 +2 +40%
BH
1116
Burk Holdings
Oklahoma
$1.67K – – –
NRG
1117
Nemes Rush Group
Michigan
$1.67K – – –
PP
1118
Paladin Partners
Wisconsin
$1.67K – – –
VNA
1119
Valley National Advisers
Pennsylvania
$1.51K +$219 +1 +20%
SEP
1120
Signature Equity Partners
Ohio
$1.5K – – –
DF
1121
DecisionPoint Financial
Arizona
$1.45K +$437 +2 +50%
NSIM
1122
North Star Investment Management
Illinois
$1.43K – – –
NL
1123
NVWM LLC
Pennsylvania
$1.43K – – –
DF
1124
Downshift Financial
Colorado
$1.43K +$1.31K +6 New
PWA
1125
Provenance Wealth Advisors
Florida
$1.43K +$1.31K +6 New
43 44
45
46 47