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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
451
AMG National Trust Bank
Colorado
$230K +$216K +3,530 New
BOPW
452
Brandywine Oak Private Wealth
Pennsylvania
$230K +$216K +3,540 New
IRC
453
Investors Research Corp
Georgia
$227K – – –
DAS
454
Dynamic Advisor Solutions
Arizona
$226K +$212K +3,466 New
AFM
455
Abbot Financial Management
Massachusetts
$226K +$212K +3,473 New
SP
456
Successful Portfolios
Florida
$225K +$211K +3,452 New
LIM
457
Leavell Investment Management
Alabama
$224K +$210K +3,440 New
WS
458
Wedbush Securities
California
$222K +$208K +3,400 New
PMA
459
Prudent Man Advisors
Illinois
$221K -$35.9K -588 -15%
KA
460
Kovack Advisors
Florida
$221K +$207K +3,394 New
CBT
461
Capital Bank & Trust
California
$217K -$15.9K -260 -7%
CFG
462
Cooper Financial Group
California
$216K +$202K +3,310 New
LWMG
463
Levy Wealth Management Group
Pennsylvania
$215K +$201K +3,292 New
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$215K +$202K +3,302 New
CA
465
Clearstead Advisors
Ohio
$212K – – –
IP
466
Investment Partners
Ohio
$212K +$198K +3,246 New
YIH
467
Y-Intercept (HK)
Hong Kong
$211K -$229K -3,747 -54%
DC
468
Davenport & Co
Virginia
$209K -$81K -1,327 -29%
DHFB
469
Dixon Hubard Feinour & Brown
Virginia
$209K +$196K +3,205 New
FPS
470
Fieldpoint Private Securities
Connecticut
$208K +$61 +1 +0%
WWM
471
Western Wealth Management
Colorado
$208K +$195K +3,196 New
OTPPB
472
Ontario Teachers' Pension Plan Board
Ontario, Canada
$207K +$194K +3,175 New
UCFA
473
United Capital Financial Advisors
Texas
$202K +$189K +3,092 New
ASN
474
Advisory Services Network
Georgia
$201K +$7.57K +124 +4%
JWM
475
Janiczek Wealth Management
Colorado
$201K +$48K +786 +34%
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19
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