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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
Clearstead Advisors
Ohio
$261K
SVWAG
477
Sound View Wealth Advisors Group
Georgia
$259K -$1.24K -19 -0.5%
BFG
478
Berger Financial Group
Minnesota
$259K
SCP
479
Sivia Capital Partners
California
$259K +$230K +3,521 New
CFG
480
Citizens Financial Group
Rhode Island
$258K +$4.76K +73 +2%
SCM
481
Shelton Capital Management
Colorado
$256K +$228K +3,492 New
CWM
482
Connecticut Wealth Management
Connecticut
$254K
LIM
483
Leavell Investment Management
Alabama
$254K
PCM
484
Parsons Capital Management
Rhode Island
$253K -$104K -1,600 -32%
JWA
485
JFS Wealth Advisors
Pennsylvania
$250K -$1.24K -19 -0.6%
LGWM
486
Litman Gregory Wealth Management
California
$244K -$84.8K -1,300 -28%
IAA
487
Independent Advisor Alliance
North Carolina
$241K +$214K +3,279 New
CA
488
Calton & Associates
Florida
$240K -$6.92K -106 -3%
WE
489
Wealth Effects
Massachusetts
$239K +$213K +3,258 New
WF
490
Williams Financial
Vermont
$238K -$35.9K -550 -14%
SP
491
Successful Portfolios
Florida
$238K +$211K +3,234 New
JCM
492
Jacobi Capital Management
Pennsylvania
$234K -$18.1K -278 -8%
VFA
493
Valeo Financial Advisors
Indiana
$233K +$207K +3,178 New
AWS
494
Atria Wealth Solutions
New York
$233K +$207K +3,171 New
WWM
495
Western Wealth Management
Colorado
$232K +$206K +3,155 New
AF
496
Allworth Financial
California
$231K +$33.2K +509 +19%
UCB
497
United Community Bank
South Carolina
$231K +$2.22K +34 +1%
CIA
498
Capital Investment Advisors
Georgia
$229K +$203K +3,113 New
LWL
499
Leo Wealth LLC
Texas
$228K +$203K +3,110 New
Verition Fund Management
500
Verition Fund Management
Connecticut
$228K +$203K +3,108 New