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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
426
Oppenheimer & Co
New York
$736K -$13.9K -127 -2%
HWM
427
HB Wealth Management
Georgia
$734K +$57.8K +528 +10%
CWM
428
Cabot Wealth Management
Massachusetts
$732K – – –
TSS
429
Two Sigma Securities
New York
$732K +$660K +6,032 New
PFA
430
Pure Financial Advisors
California
$724K +$32.2K +294 +5%
RMDI
431
R.M. Davis Inc
Maine
$722K – – –
EP
432
Edgestream Partners
New Jersey
$719K +$314K +2,867 +94%
AWM
433
Aprio Wealth Management
Georgia
$718K +$54.5K +498 +9%
KCM
434
Kathmere Capital Management
Pennsylvania
$716K +$192K +1,759 +43%
AF
435
Avanza Fonder
Sweden
$710K +$451K +4,117 New
CPIG
436
Chicago Partners Investment Group
Illinois
$708K +$22.7K +207 +4%
CA
437
Clearstead Advisors
Ohio
$706K +$280K +2,557 +79%
AHC
438
Adell Harriman & Carpenter
Texas
$705K -$15.9K -145 -2%
UCFA
439
United Capital Financial Advisors
Texas
$690K +$72K +658 +13%
JWCA
440
J.W. Cole Advisors
Florida
$685K +$618K +5,643 New
MHIC
441
Marble Harbor Investment Counsel
Massachusetts
$682K +$3.61K +33 +0.6%
OCM
442
One Capital Management
California
$677K – – –
SW
443
SlateStone Wealth
Florida
$673K – – –
FTA
444
Financial & Tax Architects
Missouri
$672K -$125K -1,144 -17%
AG
445
Ascent Group
Virginia
$672K +$22.3K +204 +4%
CSP
446
Cary Street Partners
Virginia
$667K +$8.64K +79 +1%
BSI
447
Bennett Selby Investments
Maine
$665K – – –
WIA
448
World Investment Advisors
California
$664K -$117K -1,066 -14%
MCM
449
MAI Capital Management
Ohio
$663K +$235K +2,147 +65%
LFA
450
Legacy Financial Advisors
Kentucky
$648K -$18.7K -171 -3%
16 17
18
19 20