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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
MC
451
Miles Capital
Iowa
$236K
BAM
452
Belpointe Asset Management
Nevada
$234K -$68.6K -1,206 -23%
AF
453
Arrow Financial
New York
$234K
BHWM
454
Bay Harbor Wealth Management
Maryland
$233K
BMO
455
Beck Mack & Oliver
New York
$233K
VCA
456
Verdence Capital Advisors
Maryland
$233K
RPC
457
Rossmore Private Capital
Connecticut
$233K +$227K +4,000 New
QT
458
Quantbot Technologies
New York
$232K +$227K +3,995 New
GC
459
GMT Capital
Georgia
$231K
GLLW
460
Graves Light Lenhart Wealth
Virginia
$228K
FIM
461
Frontier Investment Management
Texas
$226K +$221K +3,887 New
PM
462
Pembroke Management
Quebec, Canada
$221K
CAW
463
Cornerstone Advisors (Washington)
Washington
$221K +$2.79K +49 +1%
DAS
464
Dynamic Advisor Solutions
Arizona
$220K +$214K +3,771 New
SAM
465
Silvercrest Asset Management
New York
$218K
MHIC
466
Marble Harbor Investment Counsel
Massachusetts
$216K +$8.53K +150 +4%
BBHC
467
Brown Brothers Harriman & Co
New York
$215K +$6.48K +114 +3%
LCP
468
Legacy Capital Partners
Wisconsin
$213K
RC
469
RegentAtlantic Capital
New Jersey
$212K
TCM
470
Telos Capital Management
California
$209K -$7.96K -140 -4%
SW
471
SVB Wealth
Massachusetts
$209K -$7.9K -139 -4%
CPO
472
Cerity Partners OCIO
New York
$209K +$625 +11 +0.3%
AW
473
ACG Wealth
Georgia
$208K +$203K +3,563 New
IP
474
Investment Partners
Ohio
$207K +$227 +4 +0.1%
SP
475
Successful Portfolios
Florida
$205K