We are live on ! Find out more
TD icon

Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SkyOak Wealth
Michigan
$690K -$95.1K -1,000 -12%
CLA
402
Carnegie Lake Advisors
New Jersey
$681K – – –
OCM
403
One Capital Management
California
$677K – – –
CCA
404
Checchi Capital Advisers
California
$671K +$9.89K +104 +1%
AWM
405
Apollon Wealth Management
South Carolina
$669K +$3.14K +33 +0.5%
OPA
406
Old Port Advisors
Maine
$657K – – –
Capstone Investment Advisors
407
Capstone Investment Advisors
New York
$648K +$661K +6,949 New
CIA
408
Concurrent Investment Advisors
Florida
$642K +$147K +1,545 +29%
WB
409
WesBanco Bank
West Virginia
$639K – – –
MAM
410
Mystic Asset Management
Rhode Island
$631K +$39.3K +413 +7%
FTA
411
Financial & Tax Architects
Missouri
$623K -$249K -2,614 -28%
MLM
412
Mount Lucas Management
Pennsylvania
$620K +$632K +6,640 New
SWM
413
SHP Wealth Management
Massachusetts
$617K – – –
NWAG
414
Net Worth Advisory Group
Utah
$610K -$41K -431 -6%
GSB
415
Greenfield Savings Bank
Massachusetts
$601K -$380 -4 -0.1%
CPIG
416
Chicago Partners Investment Group
Illinois
$600K +$9.7K +102 +2%
RCA
417
Ranch Capital Advisors
Florida
$599K +$190 +2 +0%
PA
418
Parallel Advisors
California
$595K +$47K +494 +8%
KFS
419
Keynote Financial Services
Connecticut
$589K – – –
NI
420
Natural Investments
California
$582K +$112K +1,173 +23%
JFG
421
Jefferies Financial Group
New York
$578K +$590K +6,200 New
OC
422
Oppenheimer & Co
New York
$578K +$6.94K +73 +1%
MFG
423
Merit Financial Group
Georgia
$576K +$178K +1,871 +44%
KBFS
424
Kohmann Bosshard Financial Services
Ohio
$573K – – –
IRC
425
Investors Research Corp
Georgia
$568K -$8.08K -85 -1%