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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
501
Focus Partners Advisor Solutions
Missouri
$226K +$201K +3,081 New
Bank Julius Baer & Co
502
Bank Julius Baer & Co
Switzerland
$226K -$241K -3,695 -62%
SWM
503
Spire Wealth Management
Virginia
$226K +$106K +1,628 +113%
W
504
WorthPointe
California
$225K +$200K +3,062 New
NCM
505
Northwest Capital Management
Oregon
$224K
CT
506
Clearstead Trust
Maine
$224K +$173K +2,648 +662%
SWA
507
Sax Wealth Advisors
New Jersey
$224K +$199K +3,048 New
PCIA
508
Prime Capital Investment Advisors
Kansas
$223K +$199K +3,042 New
SFS
509
Sowell Financial Services
Arkansas
$223K +$198K +3,037 New
BSB
510
Bangor Savings Bank
Maine
$222K
CI
511
Corient IA
Florida
$220K +$196K +3,000 New
BONH
512
Bank of New Hampshire
New Hampshire
$220K
RA
513
Riversedge Advisors
Delaware
$220K +$195K +2,994 New
CB
514
Commerce Bank
Missouri
$219K +$195K +2,981 New
BIAS
515
Beacon Investment Advisory Services
New Jersey
$218K +$193K +2,963 New
AWA
516
Arkadios Wealth Advisors
Georgia
$217K +$193K +2,956 New
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$217K +$193K +2,953 New
FFG
518
Fiduciary Financial Group
California
$216K +$190K +2,916 New
PB
519
Pinnacle Bancorp
Nebraska
$212K
KFA
520
Kelleher Financial Advisors
New York
$212K +$188K +2,885 New
SC
521
Saturna Capital
Washington
$209K +$186K +2,850 New
BSC
522
Brown Shipley & Co
United Kingdom
$209K
CGL
523
Clarius Group LLC
Washington
$209K +$186K +2,847 New
HSA
524
HBK Sorce Advisory
Pennsylvania
$207K +$184K +2,812 New
BCG
525
Breakwater Capital Group
New Jersey
$205K +$182K +2,793 New