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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
426
Lowe Brockenbrough & Co
Virginia
$367K – – –
EFS
427
Essex Financial Services
Connecticut
$367K +$1.61K +25 +0.4%
IWA
428
Intercontinental Wealth Advisors
Texas
$366K -$10K -155 -2%
RWA
429
River Wealth Advisors
Pennsylvania
$362K -$38.1K -590 -9%
ST
430
Sabal Trust
Florida
$359K – – –
CFGS
431
Concourse Financial Group Securities
Alabama
$359K -$54.7K -846 -12%
YIA
432
YHB Investment Advisors
Connecticut
$358K – – –
MTWM
433
Masso Torrence Wealth Management
New Jersey
$357K +$3.49K +54 +0.9%
RPC
434
Rossmore Private Capital
Connecticut
$354K +$26.3K +407 +7%
NA
435
NewEdge Advisors
Louisiana
$352K -$23.5K -363 -6%
BSC
436
Brown Shipley & Co
United Kingdom
$349K +$376K +5,825 New
AG
437
Algert Global
California
$348K – – –
T
438
TCWP
Ohio
$347K +$88K +1,362 +31%
SW
439
SlateStone Wealth
Florida
$344K – – –
EI
440
Ethic Inc
New York
$343K -$66.9K -1,035 -15%
WT
441
Washington Trust
Rhode Island
$342K +$4.85K +75 +1%
OIAM
442
OFI Invest Asset Management
France
$339K +$271K +4,190 New
PFO
443
Pathstone Family Office
New Jersey
$339K -$439K -6,799 -55%
ME
444
McIlrath & Eck
Washington
$338K – – –
MCM
445
MAI Capital Management
Ohio
$337K -$98.2K -1,520 -21%
EBT
446
Enterprise Bank & Trust
Massachusetts
$337K – – –
TFA
447
Transamerica Financial Advisors
Florida
$331K +$8.01K +124 +2%
FANJ
448
Financial Architects (New Jersey)
New Jersey
$330K – – –
SGI
449
Summit Global Investments
Utah
$330K +$11.9K +184 +3%
PWSG
450
Pacific Wealth Strategies Group
California
$329K +$355K +5,493 New
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