We are live on ! Find out more
TD icon

Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
451
Rational Advisors
New York
$221K – – –
BIAS
452
Beacon Investment Advisory Services
New Jersey
$216K +$4.68K +82 +2%
SB
453
Simmons Bank
Arkansas
$215K +$210K +3,668 New
ASN
454
Advisory Services Network
Georgia
$213K +$109K +1,916 +111%
AP
455
AHL Partners
United Kingdom
$213K +$208K +3,637 New
SP
456
Successful Portfolios
Florida
$212K +$207K +3,625 New
BLAM
457
Bourne Lent Asset Management
New York
$210K – – –
CT
458
Cambridge Trust
Massachusetts
$210K +$205K +3,585 New
AAM
459
American Asset Management
Florida
$209K – – –
AAP
460
Arax Advisory Partners
Colorado
$209K +$1.14K +20 +0.6%
IP
461
Investment Partners
Ohio
$206K +$201K +3,510 New
BWAM
462
Boyd Watterson Asset Management
Ohio
$206K +$201K +3,521 New
BSW
463
Buckingham Strategic Wealth
Missouri
$204K +$199K +3,488 New
RFC
464
Regions Financial Corp
Alabama
$186K +$182K +3,178 New
CFA
465
Camarda Financial Advisors
Florida
$184K +$4.91K +86 +3%
BBHC
466
Brown Brothers Harriman & Co
New York
$182K – – –
FGC
467
Financial Gravity Companies
Texas
$176K +$165K +2,889 New
PCP
468
Proficio Capital Partners
Massachusetts
$165K +$3.48K +61 +2%
PCG
469
Private Capital Group
Connecticut
$164K +$160K +2,793 New
PFO
470
Pathstone Family Office
New Jersey
$157K – – –
OFW
471
Omnia Family Wealth
Florida
$154K -$172K -3,003 -53%
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$147K – – –
TA
473
Teachers Advisors
New York
$142K -$7.37K -129 -5%
CA
474
Calton & Associates
Florida
$141K +$134K +2,354 New
CCM
475
Cribstone Capital Management
Maine
$137K – – –
17 18
19
20 21