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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
501
Wilmington Savings Fund Society
Delaware
$247K +$230K +3,899 New
CAG
502
Crestwood Advisors Group
Massachusetts
$247K +$15.3K +258 +7%
ATC
503
Adirondack Trust Company
New York
$243K – – –
SVWAG
504
Sound View Wealth Advisors Group
Georgia
$242K +$226K +3,820 New
JCM
505
Jacobi Capital Management
Pennsylvania
$237K -$27K -456 -11%
UB
506
Umpqua Bank
Oregon
$237K – – –
FCM
507
Firestone Capital Management
Florida
$237K – – –
PCIA
508
Prime Capital Investment Advisors
Kansas
$237K +$5.5K +93 +3%
BCG
509
Breakwater Capital Group
New Jersey
$235K -$16K -270 -7%
EAM
510
Empirical Asset Management
Massachusetts
$235K – – –
USCWA
511
U.S. Capital Wealth Advisors
Texas
$234K +$219K +3,707 New
MME
512
Meag Munich Ergo
Germany
$230K -$2.37M -40,060 -92%
CFO
513
CVA Family Office
Colorado
$230K +$2.01K +34 +0.9%
EP
514
Edgestream Partners
New Jersey
$230K +$215K +3,629 New
TCM
515
Telos Capital Management
California
$228K -$2.54K -43 -1%
CW
516
CreativeOne Wealth
Kansas
$227K +$212K +3,587 New
IRC
517
Investors Research Corp
Georgia
$226K – – –
CA
518
Clearstead Advisors
Ohio
$225K – – –
MCM
519
MAI Capital Management
Ohio
$225K -$73.3K -1,240 -26%
CWM
520
Connecticut Wealth Management
Connecticut
$223K +$209K +3,528 New
VFA
521
Valeo Financial Advisors
Indiana
$222K +$208K +3,513 New
PI
522
PFG Investments
New York
$222K -$25.8K -436 -11%
HSA
523
HBK Sorce Advisory
Pennsylvania
$219K +$205K +3,468 New
IAA
524
Independent Advisor Alliance
North Carolina
$218K -$53.1K -898 -21%
AG
525
Algert Global
California
$217K +$203K +3,434 New
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