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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
501
Dynamic Advisor Solutions
Arizona
$207K -$7.6K -114 -4%
NFG
502
Nations Financial Group
Iowa
$205K -$1.95M -29,262 -90%
LWMG
503
Levy Wealth Management Group
Pennsylvania
$205K – – –
SIM
504
Stratos Investment Management
Ohio
$202K +$203K +3,052 New
FWM
505
Frontier Wealth Management
Missouri
$201K – – –
FCM
506
Firestone Capital Management
Florida
$192K – – –
RCM
507
Ravenstone Capital Management
$187K +$90.9K +1,363 +92%
QT
508
Quantbot Technologies
New York
$182K -$346K -5,184 -65%
BCPWM
509
Bradley & Co Private Wealth Management
Florida
$169K – – –
LC
510
Lindbrook Capital
California
$168K -$200 -3 -0.1%
MA
511
MUFG Americas
New York
$168K +$112K +1,685 +197%
APA
512
American Portfolios Advisors
New York
$150K -$340K -5,093 -69%
CF
513
Centaurus Financial
California
$150K – – –
EIP
514
Ellis Investment Partners
Pennsylvania
$146K +$133 +2 +0.1%
PB
515
Pinnacle Bancorp
Nebraska
$145K – – –
BWA
516
BDO Wealth Advisors
Florida
$134K – – –
GLLW
517
Graves Light Lenhart Wealth
Virginia
$132K – – –
MHR
518
Matthew Hamilton Rosenberg
$131K +$67 +1 +0.1%
BAM
519
Belpointe Asset Management
Nevada
$125K +$133 +2 +0.1%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$119K – – –
FNBOSM
521
First National Bank of South Miami
Florida
$119K +$10.8K +162 +10%
NSB
522
Norway Savings Bank
Maine
$114K – – –
CFGS
523
Concourse Financial Group Securities
Alabama
$101K – – –
PSB
524
Piscataqua Savings Bank
New Hampshire
$100K – – –
BC
525
Bartlett & Co
Ohio
$97K – – –
19 20
21
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