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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
476
Successful Portfolios
Florida
$203K – – –
IP
477
Investment Partners
Ohio
$203K +$172 +3 +0.1%
PCP
478
Proficio Capital Partners
Massachusetts
$175K +$3.66K +64 +2%
ED
479
Exane Derivatives
France
$172K -$1.95M -34,000 -92%
CFA
480
Camarda Financial Advisors
Florida
$163K -$8.7K -152 -5%
ASN
481
Advisory Services Network
Georgia
$157K -$194K -3,384 -56%
RFC
482
Regions Financial Corp
Alabama
$156K +$22.9K +401 +17%
PFO
483
Pathstone Family Office
New Jersey
$155K – – –
OFW
484
Omnia Family Wealth
Florida
$153K – – –
BBHC
485
Brown Brothers Harriman & Co
New York
$148K +$8.58K +150 +6%
QCG
486
Quadrant Capital Group
Ohio
$146K +$11.7K +205 +8%
CLOS
487
Compagnie Lombard Odier SCmA
Switzerland
$145K – – –
ACA
488
Atlas Capital Advisors
Wyoming
$142K +$131K +2,287 +1,361%
PCG
489
Private Capital Group
Connecticut
$141K +$3.55K +62 +3%
QCIG
490
Quad-Cities Investment Group
Iowa
$139K +$136K +2,371 New
DWM
491
Destination Wealth Management
California
$139K +$137K +2,400 New
PA
492
Parallel Advisors
California
$135K +$4.92K +86 +4%
CCM
493
Cribstone Capital Management
Maine
$133K – – –
IFAM
494
Institutional & Family Asset Management
Colorado
$132K -$6.12K -107 -4%
RWA
495
Ropes Wealth Advisors
Massachusetts
$128K -$2.8K -49 -2%
SF
496
Synovus Financial
Georgia
$103K – – –
BFC
497
Bedel Financial Consulting
Indiana
$98K – – –
LWA
498
Lenox Wealth Advisors
New York
$97K -$73.3K -1,281 -43%
RWP
499
RWA Wealth Partners
Massachusetts
$97K +$48.9K +854 +103%
AWA
500
Acorn Wealth Advisors
Michigan
$93K +$12.2K +213 +15%
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