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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
401
SkyOak Wealth
Michigan
$898K – – –
CLA
402
Carnegie Lake Advisors
New Jersey
$886K – – –
SWP
403
Sagespring Wealth Partners
Tennessee
$885K -$20.6K -188 -3%
CCA
404
Checchi Capital Advisers
California
$871K -$2.3K -21 -0.3%
WC
405
Waterloo Capital
Texas
$856K +$771K +7,045 New
IA
406
IFG Advisory
Georgia
$855K +$771K +7,045 New
OPA
407
Old Port Advisors
Maine
$854K -$1.09K -10 -0.1%
GWP
408
Gateway Wealth Partners
Wisconsin
$851K -$302K -2,763 -28%
WB
409
WesBanco Bank
West Virginia
$843K +$10.3K +94 +1%
AWM
410
Apollon Wealth Management
South Carolina
$841K -$26.3K -240 -3%
WAU
411
Wellington-Altus USA
Manitoba, Canada
$813K +$32K +292 +4%
PA
412
Parallel Advisors
California
$811K +$32.9K +301 +5%
AF
413
Allworth Financial
California
$810K +$231K +2,108 +46%
MAM
414
Mystic Asset Management
Rhode Island
$809K -$10.9K -100 -1%
EWA
415
Emergent Wealth Advisors
New York
$809K +$169K +1,544 +61%
NWAG
416
Net Worth Advisory Group
Utah
$806K +$10.9K +100 +2%
SWM
417
SHP Wealth Management
Massachusetts
$803K – – –
MFG
418
Merit Financial Group
Georgia
$796K +$42.2K +386 +6%
GSB
419
Greenfield Savings Bank
Massachusetts
$782K – – –
RCA
420
Ranch Capital Advisors
Florida
$779K +$109 +1 +0%
EDRH
421
Edmond de Rothschild Holding
Switzerland
$776K +$701K +6,408 New
KFS
422
Keynote Financial Services
Connecticut
$766K – – –
FCP
423
Fidelis Capital Partners
Florida
$756K +$681K +6,224 New
NI
424
Natural Investments
California
$755K -$2.85K -26 -0.4%
KBFS
425
Kohmann Bosshard Financial Services
Ohio
$746K – – –
15 16
17
18 19