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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
476
Connecticut Wealth Management
Connecticut
$207K -$70.2K -1,205 -26%
LIM
477
Leavell Investment Management
Alabama
$207K +$201K +3,455 New
CFG
478
Citizens Financial Group
Rhode Island
$207K +$201K +3,445 New
JWA
479
JFS Wealth Advisors
Pennsylvania
$205K +$11.3K +194 +6%
CA
480
Calton & Associates
Florida
$202K +$196K +3,375 New
CH
481
Cromwell Holdings
Wyoming
$190K +$25.6K +439 +16%
UCB
482
United Community Bank
South Carolina
$187K +$10K +172 +6%
LC
483
Lindbrook Capital
California
$183K +$19.6K +336 +12%
NCM
484
Northwest Capital Management
Oregon
$183K – – –
BSB
485
Bangor Savings Bank
Maine
$181K +$38.5K +662 +28%
MCM
486
MAI Capital Management
Ohio
$181K -$30K -515 -15%
WT
487
Washington Trust
Rhode Island
$180K – – –
BONH
488
Bank of New Hampshire
New Hampshire
$180K – – –
PB
489
Pinnacle Bancorp
Nebraska
$173K – – –
BSC
490
Brown Shipley & Co
United Kingdom
$171K – – –
FFA
491
Farther Finance Advisors
California
$167K +$49K +842 +43%
AF
492
Allworth Financial
California
$164K -$131K -2,250 -46%
BBHC
493
Brown Brothers Harriman & Co
New York
$145K -$931 -16 -0.7%
ME
494
McIlrath & Eck
Washington
$144K – – –
CIAM
495
Caitong International Asset Management
Hong Kong
$143K +$139K +2,393 New
MWA
496
Medallion Wealth Advisors
Connecticut
$141K +$38.7K +664 +39%
GWM
497
Geneos Wealth Management
Colorado
$140K -$7.86K -135 -5%
KFI
498
Key Financial Inc
Pennsylvania
$138K – – –
CF
499
Centaurus Financial
California
$136K – – –
CAL
500
Capital Analysts LLC
Pennsylvania
$128K -$14.4K -247 -10%
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