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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
326
Sky Investment Group
Connecticut
$746K -$178K -3,004 -20%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$746K +$11.3K +191 +2%
QP
328
Quilter Plc
United Kingdom
$744K -$50.8K -860 -7%
Jones Financial Companies
329
Jones Financial Companies
Missouri
$737K +$367K +6,205 +114%
PMFA
330
Plante Moran Financial Advisors
Michigan
$732K
BP
331
Ballentine Partners
Massachusetts
$731K +$35.9K +608 +6%
FFM
332
Forum Financial Management
Illinois
$721K +$1.18K +20 +0.2%
CPRC
333
Consolidated Portfolio Review Corp
New York
$721K -$2.13K -36 -0.3%
PWLP
334
Prio Wealth Limited Partnership
Massachusetts
$714K -$355K -6,000 -35%
AIC
335
Archer Investment Corporation
Indiana
$696K
SW
336
SkyOak Wealth
Michigan
$670K -$4.85K -82 -0.8%
ACA
337
Affinity Capital Advisors
California
$670K -$118 -2 -0%
BFS
338
Baskin Financial Services
Ontario, Canada
$668K -$57.7K -976 -8%
BTW
339
Boston Trust Walden
Massachusetts
$667K
EWA
340
EP Wealth Advisors
California
$647K +$1.89K +32 +0.3%
TT
341
TI-Trust
Illinois
$646K
GT
342
Glenmede Trust
Pennsylvania
$644K +$70.6K +1,195 +13%
HFM
343
Hartford Financial Management
Connecticut
$644K
SWM
344
Silverlake Wealth Management
Vermont
$635K -$141K -2,388 -19%
OC
345
Oppenheimer & Co
New York
$633K +$28.7K +485 +5%
ECM
346
Evergreen Capital Management
Washington
$632K +$342K +5,793 +138%
1WA
347
180 Wealth Advisors
Washington
$623K -$8.04K -136 -1%
BC
348
Burney Company
Virginia
$618K
GWM
349
GSB Wealth Management
Connecticut
$616K -$128K -2,161 -18%
BPA
350
Beacon Pointe Advisors
California
$615K -$4.55K -77 -0.8%