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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
RPC
501
Rossmore Private Capital
Connecticut
$58.7K +$57.2K +1,002 New
PFA
502
Pathway Financial Advisors
Vermont
$58K +$56.5K +989 New
PFBT
503
Parkside Financial Bank & Trust
Missouri
$57K +$22.9K +400 +70%
SIAP
504
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K +$22.9K +400 +69%
KF
505
Krilogy Financial
Missouri
$54K +$19.5K +342 +59%
LIA
506
LS Investment Advisors
Michigan
$53K – – –
WAM
507
Wealthspire Advisors (Maryland)
Maryland
$52K +$1.94K +34 +4%
NSIM
508
North Star Investment Management
Illinois
$49K – – –
AWA
509
Acorn Wealth Advisors
Michigan
$47K +$44.8K +785 New
AIM
510
Advantage Investment Management
Iowa
$44K – – –
AF
511
Allworth Financial
California
$42K +$6.57K +115 +19%
HNB
512
Huntington National Bank
Ohio
$41K +$2.51K +44 +7%
WEC
513
Winslow Evans & Crocker
Massachusetts
$38.1K – – –
EWM
514
Evercore Wealth Management
New York
$38K – – –
MCM
515
Manchester Capital Management
Vermont
$38K +$37.4K +655 New
WTB
516
Washington Trust Bank
Washington
$37K -$4.57K -80 -11%
LWA
517
Lenox Wealth Advisors
New York
$36K +$34.9K +611 New
MSFP
518
Mark Sheptoff Financial Planning
Connecticut
$35K -$8K -140 -19%
DAM
519
Delta Asset Management
Tennessee
$35K – – –
FNB
520
Farmers National Bank
Kentucky
$35K +$34.3K +600 New
JCM
521
Jacobi Capital Management
Pennsylvania
$34K +$57 +1 +0.2%
UBS AM
522
UBS AM
Illinois
$33K +$8.51K +149 +36%
EFSCE
523
Enterprise Financial Services Corp (EFSC)
Missouri
$30K – – –
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$29.5K +$15.3K +267 +113%
CIA
525
Cascade Investment Advisors
Oregon
$28.3K +$27.6K +483 New