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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
SSA
501
Sierra Summit Advisors
Nevada
$259K +$241K +4,015 New
JWBC
502
J.W. Burns & Co
New York
$259K -$31.5K -525 -12%
PA
503
Parallel Advisors
California
$259K -$35.6K -594 -13%
CWM
504
Connecticut Wealth Management
Connecticut
$257K +$22.2K +371 +10%
JWA
505
JFS Wealth Advisors
Pennsylvania
$251K -$5.76K -96 -2%
SVWAG
506
Sound View Wealth Advisors Group
Georgia
$247K – – –
RPC
507
Rossmore Private Capital
Connecticut
$245K – – –
AWS
508
Atria Wealth Solutions
New York
$245K +$300 +5 +0.1%
LC
509
Lindbrook Capital
California
$245K +$53.4K +890 +31%
KS
510
Karpas Strategies
Connecticut
$244K -$19.8K -330 -8%
CT
511
Columbia Trust
Oregon
$242K -$7.79K -130 -3%
FCM
512
Firestone Capital Management
Florida
$242K – – –
EAM
513
Empirical Asset Management
Massachusetts
$240K – – –
MTWM
514
Masso Torrence Wealth Management
New Jersey
$238K -$9.95K -166 -4%
CAG
515
Crestwood Advisors Group
Massachusetts
$236K +$219K +3,645 New
SAM
516
Silvercrest Asset Management
New York
$235K -$3K -50 -1%
HI
517
Hendershot Investments
Virginia
$234K – – –
CFO
518
CVA Family Office
Colorado
$234K -$899 -15 -0.4%
TCM
519
Telos Capital Management
California
$233K -$8.1K -135 -4%
Susquehanna International Group
520
Susquehanna International Group
Pennsylvania
$233K +$216K +3,604 New
ATC
521
Adirondack Trust Company
New York
$231K – – –
IRC
522
Investors Research Corp
Georgia
$231K +$2.52K +42 +1%
CA
523
Clearstead Advisors
Ohio
$230K – – –
W
524
WorthPointe
California
$230K +$213K +3,558 New
HSA
525
HBK Sorce Advisory
Pennsylvania
$226K -$14.4K -240 -6%