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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
301
Kestra Private Wealth Services
Texas
$987K +$171K +2,841 +22%
CTC
302
Central Trust Company
Missouri
$975K
Pacer Advisors
303
Pacer Advisors
Pennsylvania
$966K +$77.5K +1,288 +9%
AAI
304
American Assets Inc
California
$930K
SIG
305
Sky Investment Group
Connecticut
$927K
S
306
SignatureFD
Georgia
$911K +$62.7K +1,042 +8%
LB
307
Leo Brokerage
Texas
$903K +$4.57K +76 +0.5%
WPI
308
Walter Public Investments
Canada
$896K +$870K +14,469 New
BSAM
309
Blue Square Asset Management
New York
$884K +$152K +2,524 +22%
TSS
310
Two Sigma Securities
New York
$882K +$856K +14,230 New
SWM
311
Silverlake Wealth Management
Vermont
$881K +$4.87K +81 +0.6%
DCM
312
Donaldson Capital Management
Indiana
$848K +$19.4K +322 +2%
AAS
313
Avantax Advisory Services
Texas
$841K +$64.7K +1,076 +9%
PA
314
Probity Advisors
Texas
$836K +$811K +13,475 New
SEI Investments
315
SEI Investments
Pennsylvania
$835K +$2.95K +49 +0.4%
1WA
316
180 Wealth Advisors
Washington
$817K +$60.3K +1,003 +8%
KeyBank National Association
317
KeyBank National Association
Ohio
$805K -$12.3K -205 -2%
FFM
318
Forum Financial Management
Illinois
$781K +$45.1K +750 +6%
LCM
319
Lynwood Capital Management
Ontario, Canada
$775K +$752K +12,500 New
CPRC
320
Consolidated Portfolio Review Corp
New York
$763K +$24.1K +401 +3%
Vanguard Personalized Indexing Management
321
Vanguard Personalized Indexing Management
California
$754K +$82.2K +1,366 +13%
QI
322
Qtron Investments
Massachusetts
$750K -$308K -5,112 -30%
CWP
323
Cyndeo Wealth Partners
Florida
$750K -$34.1K -567 -4%
QCM
324
Quantinno Capital Management
New York
$745K +$395K +6,565 +121%
TPCW
325
TD Private Client Wealth
New York
$739K