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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
451
Shulman DeMeo Asset Management
New York
$253K -$11.1K -196 -4%
MBTD
452
Mechanics Bank - Trust Department
California
$252K – – –
CT
453
Columbia Trust
Oregon
$252K +$255K +4,490 New
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K -$56.7K -1,000 -18%
Koshinski Asset Management
455
Koshinski Asset Management
Illinois
$251K +$254K +4,477 New
AL
456
Aspiriant LLC
California
$250K – – –
XSC
457
X-Square Capital
Puerto Rico
$249K – – –
CPIG
458
Chicago Partners Investment Group
Illinois
$246K – – –
LC
459
Lindbrook Capital
California
$246K +$2.27K +40 +0.9%
AAS
460
Avantax Advisory Services
Texas
$245K +$247K +4,348 New
GWM
461
Geneos Wealth Management
Colorado
$244K – – –
HTC
462
Haverford Trust Company
Pennsylvania
$244K +$246K +4,344 New
FAAS
463
First Allied Advisory Services
California
$243K +$9.19K +162 +4%
BHWM
464
Bay Harbor Wealth Management
Maryland
$236K – – –
TL
465
TrueWealth LLC
Georgia
$235K +$5.78K +102 +2%
EI
466
Ethic Inc
New York
$232K +$235K +4,138 New
PFO
467
Pathstone Family Office
New Jersey
$231K – – –
WIP
468
Wellesley Investment Partners
Massachusetts
$230K +$233K +4,100 New
CGL
469
Clarius Group LLC
Washington
$228K -$66.9K -1,180 -23%
AF
470
Arrow Financial
New York
$225K – – –
BMO
471
Beck Mack & Oliver
New York
$225K – – –
GLLW
472
Graves Light Lenhart Wealth
Virginia
$225K – – –
RPC
473
Rossmore Private Capital
Connecticut
$225K – – –
VCA
474
Verdence Capital Advisors
Maryland
$225K – – –
MC
475
Miles Capital
Iowa
$224K -$4.08K -72 -2%