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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
CLA
401
Carnegie Lake Advisors
New Jersey
$886K – – –
SWP
402
Sagespring Wealth Partners
Tennessee
$885K -$20.6K -188 -3%
CCA
403
Checchi Capital Advisers
California
$871K -$2.3K -21 -0.3%
WC
404
Waterloo Capital
Texas
$856K +$771K +7,045 New
IA
405
IFG Advisory
Georgia
$855K +$771K +7,045 New
OPA
406
Old Port Advisors
Maine
$854K -$1.09K -10 -0.1%
GWP
407
Gateway Wealth Partners
Wisconsin
$851K -$302K -2,763 -28%
WB
408
WesBanco Bank
West Virginia
$843K +$10.3K +94 +1%
AWM
409
Apollon Wealth Management
South Carolina
$841K -$26.3K -240 -3%
PA
410
Parallel Advisors
California
$811K +$32.9K +301 +5%
AF
411
Allworth Financial
California
$810K +$231K +2,108 +46%
MAM
412
Mystic Asset Management
Rhode Island
$809K -$10.9K -100 -1%
EWA
413
Emergent Wealth Advisors
New York
$809K +$169K +1,544 +61%
NWAG
414
Net Worth Advisory Group
Utah
$806K +$10.9K +100 +2%
SWM
415
SHP Wealth Management
Massachusetts
$803K – – –
MFG
416
Merit Financial Group
Georgia
$796K +$42.2K +386 +6%
GSB
417
Greenfield Savings Bank
Massachusetts
$782K – – –
RCA
418
Ranch Capital Advisors
Florida
$779K +$109 +1 +0%
EDRH
419
Edmond de Rothschild Holding
Switzerland
$776K +$701K +6,408 New
KFS
420
Keynote Financial Services
Connecticut
$766K – – –
FCP
421
Fidelis Capital Partners
Florida
$756K +$681K +6,224 New
NI
422
Natural Investments
California
$755K -$2.85K -26 -0.4%
KBFS
423
Kohmann Bosshard Financial Services
Ohio
$746K – – –
OC
424
Oppenheimer & Co
New York
$736K -$13.9K -127 -2%
HWM
425
HB Wealth Management
Georgia
$734K +$57.8K +528 +10%
15 16
17
18 19