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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
501
Evolve Private Wealth
California
$351K +$315K +3,725 New
KCM
502
Kathmere Capital Management
Pennsylvania
$350K +$15.5K +183 +5%
EAM
503
Empirical Asset Management
Massachusetts
$349K – – –
BP
504
BNP Paribas
France
$349K +$312K +3,696 New
CFO
505
CVA Family Office
Colorado
$341K – – –
AWP
506
Abacus Wealth Partners
California
$337K +$302K +3,578 New
JWBC
507
J.W. Burns & Co
New York
$336K -$4.22K -50 -1%
ATC
508
Adirondack Trust Company
New York
$336K – – –
FWP
509
Flatrock Wealth Partners
California
$335K +$301K +3,561 New
ONSWM
510
Old North State Wealth Management
North Carolina
$335K -$7.26K -86 -2%
AAP
511
Arax Advisory Partners
Colorado
$334K -$337K -3,989 -53%
EP
512
Edgestream Partners
New Jersey
$334K +$299K +3,545 New
CWM
513
Connecticut Wealth Management
Connecticut
$333K – – –
SVWAG
514
Sound View Wealth Advisors Group
Georgia
$333K – – –
BFG
515
Berger Financial Group
Minnesota
$332K – – –
RA
516
Riversedge Advisors
Delaware
$332K +$14.6K +173 +5%
TFA
517
Transamerica Financial Advisors
Florida
$331K +$34.4K +407 +13%
SCM
518
Shelton Capital Management
Colorado
$329K – – –
KWM
519
Kingsview Wealth Management
Oregon
$327K -$7.01K -83 -2%
SGI
520
Summit Global Investments
Utah
$327K +$293K +3,469 New
FPAS
521
Focus Partners Advisor Solutions
Missouri
$323K +$1.35K +16 +0.5%
MIC
522
Means Investment Company
Maine
$321K -$4.64K -55 -2%
CFG
523
Carter Financial Group
Illinois
$321K +$288K +3,405 New
JWA
524
JFS Wealth Advisors
Pennsylvania
$320K – – –
GWM
525
Geneos Wealth Management
Colorado
$317K -$64.5K -764 -18%
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