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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Calton & Associates
Florida
$262K +$300 +4 +0.1%
WE
502
Wealth Effects
Massachusetts
$260K – – –
SP
503
Successful Portfolios
Florida
$260K +$1.8K +24 +0.7%
CA
504
Clearstead Advisors
Ohio
$260K -$22.9K -305 -9%
IAA
505
Independent Advisor Alliance
North Carolina
$260K -$2.18K -29 -0.9%
CCP
506
Clarkston Capital Partners
Michigan
$254K +$239K +3,178 New
CCM
507
Coldstream Capital Management
Washington
$253K +$238K +3,166 New
HWM
508
HB Wealth Management
Georgia
$252K +$237K +3,158 New
WWM
509
Western Wealth Management
Colorado
$252K – – –
WF
510
Williams Financial
Vermont
$252K -$7.51K -100 -3%
HI
511
Harbour Investments
Wisconsin
$251K +$78.5K +1,046 +50%
TFA
512
Transamerica Financial Advisors
Florida
$249K +$68.2K +909 +41%
SWM
513
Spire Wealth Management
Virginia
$249K +$2.85K +38 +1%
LWL
514
Leo Wealth LLC
Texas
$247K -$1.88K -25 -0.8%
W
515
WorthPointe
California
$245K – – –
PC
516
Payne Capital
Oregon
$244K +$229K +3,050 New
SWA
517
Sax Wealth Advisors
New Jersey
$244K – – –
PCIA
518
Prime Capital Investment Advisors
Kansas
$243K -$225 -3 -0.1%
BSB
519
Bangor Savings Bank
Maine
$242K – – –
AC
520
AlphaCore Capital
California
$241K +$227K +3,019 New
LGWM
521
Litman Gregory Wealth Management
California
$240K -$24.4K -325 -10%
CI
522
Corient IA
Florida
$240K – – –
BONH
523
Bank of New Hampshire
New Hampshire
$240K – – –
CASB
524
Cape Ann Savings Bank
Massachusetts
$239K +$224K +2,984 New
KFA
525
Kelleher Financial Advisors
New York
$238K +$7.28K +97 +3%
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