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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
501
Telos Capital Management
California
$232K -$93.6K -1,556 -29%
JWA
502
JFS Wealth Advisors
Pennsylvania
$232K -$12.3K -204 -5%
EAM
503
Empirical Asset Management
Massachusetts
$230K – – –
SAM
504
Silvercrest Asset Management
New York
$229K -$4.69K -78 -2%
HSA
505
HBK Sorce Advisory
Pennsylvania
$227K -$3.25K -54 -1%
AF
506
Arrow Financial
New York
$227K – – –
AWS
507
Atria Wealth Solutions
New York
$227K +$301 +5 +0.1%
DWM
508
Drive Wealth Management
Utah
$227K -$5.05K -84 -2%
PTC
509
Private Trust Company
Ohio
$226K +$21.3K +354 +11%
FA
510
FDx Advisors
Illinois
$225K +$218K +3,627 New
HI
511
Hendershot Investments
Virginia
$224K – – –
RPC
512
Rossmore Private Capital
Connecticut
$224K -$137K -2,285 -39%
CFO
513
CVA Family Office
Colorado
$223K – – –
PFPT
514
Pinnacle Financial Partners (Tennessee)
Tennessee
$222K -$87.5K -1,455 -29%
CA
515
Calton & Associates
Florida
$222K +$541 +9 +0.3%
BSW
516
Buckingham Strategic Wealth
Missouri
$222K +$12.1K +201 +6%
VFA
517
Valeo Financial Advisors
Indiana
$222K +$11.3K +187 +6%
CB
518
Commerce Bank
Missouri
$222K -$18.5K -307 -8%
CA
519
Clearstead Advisors
Ohio
$221K – – –
BAM
520
Belpointe Asset Management
Nevada
$220K -$32.5K -540 -13%
LIM
521
Leavell Investment Management
Alabama
$220K – – –
VF
522
Virtu Financial
New York
$220K +$214K +3,551 New
IRC
523
Investors Research Corp
Georgia
$217K – – –
PMA
524
Prudent Man Advisors
Illinois
$216K – – –
SIM
525
Stratos Investment Management
Ohio
$215K -$71.8K -1,194 -26%
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