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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
501
Belpointe Asset Management
Nevada
$245K +$87K +1,347 +49%
BCP
502
Blue Chip Partners
Michigan
$244K -$20.7K -321 -7%
AA
503
Addison Advisors
Vermont
$243K +$775 +12 +0.3%
VCA
504
Verdence Capital Advisors
Maryland
$243K – – –
GC
505
GMT Capital
Georgia
$237K +$256K +3,960 New
JWA
506
JFS Wealth Advisors
Pennsylvania
$236K -$1.68K -26 -0.7%
CW
507
CreativeOne Wealth
Kansas
$235K -$28.8K -446 -10%
PVI
508
Pine Valley Investments
New Jersey
$233K +$248K +3,831 New
CT
509
Columbia Trust
Oregon
$232K – – –
CB
510
Commerce Bank
Missouri
$232K -$3.04K -47 -1%
ATC
511
Adirondack Trust Company
New York
$230K -$4.13K -64 -2%
SVWAG
512
Sound View Wealth Advisors Group
Georgia
$229K – – –
EWA
513
EP Wealth Advisors
California
$229K +$302K +4,677 New
CLOS
514
Compagnie Lombard Odier SCmA
Switzerland
$228K -$71.5K -1,107 -23%
SAM
515
Silvercrest Asset Management
New York
$226K +$12.9K +200 +6%
FCM
516
Firestone Capital Management
Florida
$224K +$242K +3,740 New
DWM
517
Drive Wealth Management
Utah
$224K +$28.2K +436 +13%
HSA
518
HBK Sorce Advisory
Pennsylvania
$223K -$213K -3,292 -47%
EAM
519
Empirical Asset Management
Massachusetts
$222K – – –
AF
520
Arrow Financial
New York
$220K -$19.8K -306 -8%
IP
521
Investment Partners
Ohio
$219K +$1.87K +29 +0.8%
BSW
522
Buckingham Strategic Wealth
Missouri
$219K – – –
AWS
523
Atria Wealth Solutions
New York
$219K +$258 +4 +0.1%
PA
524
Parallel Advisors
California
$218K -$3.55K -55 -1%
HI
525
Hendershot Investments
Virginia
$217K -$22.6K -350 -9%
19 20
21
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