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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Cabot Wealth Management
Massachusetts
$732K
TSS
427
Two Sigma Securities
New York
$732K +$660K +6,032 New
PFA
428
Pure Financial Advisors
California
$724K +$32.2K +294 +5%
RMDI
429
R.M. Davis Inc
Maine
$722K
EP
430
Edgestream Partners
New Jersey
$719K +$314K +2,867 +94%
AWM
431
Aprio Wealth Management
Georgia
$718K +$54.5K +498 +9%
KCM
432
Kathmere Capital Management
Pennsylvania
$716K +$192K +1,759 +43%
AF
433
Avanza Fonder
Sweden
$710K +$451K +4,117 New
CPIG
434
Chicago Partners Investment Group
Illinois
$708K +$22.7K +207 +4%
CA
435
Clearstead Advisors
Ohio
$706K +$280K +2,557 +79%
AHC
436
Adell Harriman & Carpenter
Texas
$705K -$15.9K -145 -2%
UCFA
437
United Capital Financial Advisors
Texas
$690K +$72K +658 +13%
JWCA
438
J.W. Cole Advisors
Florida
$685K +$618K +5,643 New
MHIC
439
Marble Harbor Investment Counsel
Massachusetts
$682K +$3.61K +33 +0.6%
OCM
440
One Capital Management
California
$677K
SW
441
SlateStone Wealth
Florida
$673K
FTA
442
Financial & Tax Architects
Missouri
$672K -$125K -1,144 -17%
AG
443
Ascent Group
Virginia
$672K +$22.3K +204 +4%
CSP
444
Cary Street Partners
Virginia
$667K +$8.64K +79 +1%
BSI
445
Bennett Selby Investments
Maine
$665K
WIA
446
World Investment Advisors
California
$664K -$117K -1,066 -14%
MCM
447
MAI Capital Management
Ohio
$663K +$235K +2,147 +65%
LFA
448
Legacy Financial Advisors
Kentucky
$648K -$18.7K -171 -3%
WMA
449
Wealth Management Associates
New Jersey
$641K +$1.64K +15 +0.3%
William Blair & Company
450
William Blair & Company
Illinois
$639K -$557K -5,087 -49%