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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
451
Jacobi Capital Management
Pennsylvania
$318K +$1.42K +22 +0.4%
KIA
452
KCM Investment Advisors
California
$317K +$45.3K +700 +16%
XSC
453
X-Square Capital
Puerto Rico
$316K – – –
PA
454
Parallel Advisors
California
$314K +$47.6K +735 +17%
TFA
455
Transamerica Financial Advisors
Florida
$313K -$264K -4,082 -44%
RC
456
RegentAtlantic Capital
New Jersey
$312K -$23.3K -360 -7%
SGI
457
Summit Global Investments
Utah
$309K -$409K -6,320 -56%
PWPS
458
Pinnacle Wealth Planning Services
Ohio
$308K +$325K +5,027 New
H
459
HoyleCohen
California
$307K – – –
MHIC
460
Marble Harbor Investment Counsel
Massachusetts
$301K – – –
TAM
461
Tocqueville Asset Management
New York
$301K – – –
BBHC
462
Brown Brothers Harriman & Co
New York
$300K +$107K +1,647 +51%
BST
463
Bath Savings Trust
Maine
$299K – – –
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$297K +$4.79K +74 +2%
AWM
465
AE Wealth Management
Kansas
$296K +$7.32K +113 +2%
TCA
466
Transcend Capital Advisors
New Jersey
$295K – – –
SFP
467
Sterling Financial Planning
New Jersey
$294K – – –
GAM
468
Gotham Asset Management
New York
$292K +$308K +4,757 New
WF
469
WoodTrust Financial
Wisconsin
$291K +$51.8K +800 +20%
FCI
470
Financial Counselors Inc
Kansas
$290K -$42.1K -650 -12%
FNBOO
471
First National Bank of Omaha
Nebraska
$289K +$305K +4,710 New
BCP
472
Blue Chip Partners
Michigan
$286K +$11.1K +171 +4%
NRS
473
Neville Rodie & Shaw
New York
$285K -$335K -5,176 -53%
JWBC
474
J.W. Burns & Co
New York
$284K -$1.49K -23 -0.5%
CCP
475
Carmel Capital Partners
California
$279K +$294K +4,544 New
17 18
19
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