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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
351
Waterloo Capital
Texas
$754K +$262K +4,337 +53%
SC
352
Syon Capital
California
$740K -$35K -579 -5%
NP
353
NorthRock Partners
Minnesota
$737K +$45.5K +753 +7%
QI
354
Qtron Investments
Massachusetts
$730K – – –
AWAG
355
ARS Wealth Advisors Group
Florida
$725K – – –
CWP
356
Cyndeo Wealth Partners
Florida
$721K -$3.44K -57 -0.5%
GIBU
357
Gulf International Bank (UK)
United Kingdom
$714K +$42.7K +707 +6%
SSA
358
Schonfeld Strategic Advisors
New York
$706K -$870K -14,400 -55%
DADC
359
D.A. Davidson & Co
Montana
$704K -$19.3K -319 -3%
CPRC
360
Consolidated Portfolio Review Corp
New York
$699K +$11.2K +186 +2%
PMFA
361
Plante Moran Financial Advisors
Michigan
$699K – – –
BTW
362
Boston Trust Walden
Massachusetts
$697K – – –
FFM
363
Forum Financial Management
Illinois
$687K – – –
RMDI
364
R.M. Davis Inc
Maine
$682K +$81.1K +1,342 +13%
BP
365
Ballentine Partners
Massachusetts
$678K +$75.1K +1,244 +12%
VNA
366
Valley National Advisers
Pennsylvania
$674K -$89.3K -1,479 -12%
AIC
367
Archer Investment Corporation
Indiana
$664K – – –
ACA
368
Affinity Capital Advisors
California
$642K +$642K +10,632 New
CAM
369
Campion Asset Management
Virginia
$641K -$3.02K -50 -0.5%
SW
370
SkyOak Wealth
Michigan
$639K – – –
EWA
371
EP Wealth Advisors
California
$637K +$42.5K +704 +7%
1WA
372
180 Wealth Advisors
Washington
$636K -$110K -1,828 -15%
GIS
373
Grayhawk Investment Strategies
Alberta, Canada
$636K +$13.6K +225 +3%
CB
374
Community Bank
New York
$628K -$36.2K -600 -5%
MOS
375
MGO One Seven
Ohio
$627K -$7.13K -118 -1%
13 14
15
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