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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
426
Freedom Day Solutions
Texas
$275K +$268K +4,691 New
PAMU
427
Pictet Asset Management (UK)
United Kingdom
$271K – – –
LFG
428
LifePlan Financial Group
Ohio
$268K – – –
SBIA
429
Sheaff Brock Investment Advisors
Indiana
$256K +$1.26K +22 +0.5%
RJT
430
Raymond James Trust
Florida
$254K -$227K -3,980 -48%
CPIG
431
Chicago Partners Investment Group
Illinois
$254K -$28.6K -500 -10%
TL
432
TrueWealth LLC
Georgia
$247K +$241K +4,213 New
CAN
433
Cetera Advisor Networks
California
$246K -$37.9K -664 -14%
SW
434
SVB Wealth
Massachusetts
$245K +$239K +4,190 New
GFPC
435
Global Financial Private Capital
Florida
$244K -$13.5K -237 -5%
XSC
436
X-Square Capital
Puerto Rico
$242K +$236K +4,133 New
LSAG
437
Lake Street Advisors Group
New Hampshire
$238K +$232K +4,063 New
AF
438
Arrow Financial
New York
$235K – – –
SAM
439
Silvercrest Asset Management
New York
$235K – – –
BMO
440
Beck Mack & Oliver
New York
$234K -$1.96M -34,324 -90%
FWIA
441
Fort Washington Investment Advisors
Ohio
$234K +$22.9K +400 +11%
VCA
442
Verdence Capital Advisors
Maryland
$234K +$229K +4,000 New
DE
443
Day & Ennis
Georgia
$233K +$227K +3,981 New
LFA
444
Legacy Financial Advisors
Kentucky
$233K +$228K +3,990 New
TCM
445
Telos Capital Management
California
$232K -$23.6K -413 -9%
GC
446
GMT Capital
Georgia
$232K – – –
RC
447
RegentAtlantic Capital
New Jersey
$229K – – –
KFC
448
Klingenstein Fields & Co
New York
$227K – – –
RIA
449
Regal Investment Advisors
Michigan
$227K +$221K +3,871 New
CPO
450
Cerity Partners OCIO
New York
$222K +$8.74K +153 +4%
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