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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Silvercrest Asset Management
New York
$286K – – –
BAM
502
Blueshift Asset Management
New Jersey
$285K -$3.19M -43,693 -92%
MHIC
503
Marble Harbor Investment Counsel
Massachusetts
$284K – – –
AWA
504
Arete Wealth Advisors
Illinois
$284K +$268K +3,673 New
JWA
505
JFS Wealth Advisors
Pennsylvania
$283K +$7.8K +107 +3%
AFC
506
AFT Forsyth & Company
Florida
$281K – – –
TC
507
Trust Company
Kansas
$278K – – –
PSUF
508
People's United Financial
Connecticut
$277K -$8.31K -114 -3%
HSA
509
HBK Sorce Advisory
Pennsylvania
$277K +$2.92K +40 +1%
CGA
510
Crescent Grove Advisors
Illinois
$275K +$7.22K +99 +3%
CT
511
Cambridge Trust
Massachusetts
$274K +$261K +3,575 New
LIM
512
Leavell Investment Management
Alabama
$272K – – –
FPS
513
Fieldpoint Private Securities
Connecticut
$269K +$73 +1 +0%
CGL
514
Clarius Group LLC
Washington
$269K +$256K +3,512 New
IRC
515
Investors Research Corp
Georgia
$267K – – –
LGF
516
LGT Group Foundation
Liechtenstein
$265K +$252K +3,450 New
EAM
517
Empirical Asset Management
Massachusetts
$259K +$246K +3,372 New
CB
518
Commerce Bank
Missouri
$258K -$25.2K -345 -9%
CW
519
CreativeOne Wealth
Kansas
$258K +$245K +3,360 New
GC
520
Guggenheim Capital
Illinois
$256K -$1.52M -20,845 -86%
GWM
521
GDS Wealth Management
Texas
$255K +$242K +3,322 New
SP
522
Successful Portfolios
Florida
$254K -$2.92K -40 -1%
FDS
523
Freedom Day Solutions
Texas
$254K +$242K +3,317 New
NCM
524
Northwest Capital Management
Oregon
$253K – – –
CA
525
Clearstead Advisors
Ohio
$251K +$1.02K +14 +0.4%
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