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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
501
Journey Strategic Wealth
New Jersey
$351K -$25.3K -300 -7%
EPW
502
Evolve Private Wealth
California
$351K +$315K +3,725 New
KCM
503
Kathmere Capital Management
Pennsylvania
$350K +$15.5K +183 +5%
EAM
504
Empirical Asset Management
Massachusetts
$349K – – –
BP
505
BNP Paribas
France
$349K +$312K +3,696 New
CFO
506
CVA Family Office
Colorado
$341K – – –
AWP
507
Abacus Wealth Partners
California
$337K +$302K +3,578 New
JWBC
508
J.W. Burns & Co
New York
$336K -$4.22K -50 -1%
ATC
509
Adirondack Trust Company
New York
$336K – – –
FWP
510
Flatrock Wealth Partners
California
$335K +$301K +3,561 New
ONSWM
511
Old North State Wealth Management
North Carolina
$335K -$7.26K -86 -2%
AAP
512
Arax Advisory Partners
Colorado
$334K -$337K -3,989 -53%
EP
513
Edgestream Partners
New Jersey
$334K +$299K +3,545 New
CWM
514
Connecticut Wealth Management
Connecticut
$333K – – –
SVWAG
515
Sound View Wealth Advisors Group
Georgia
$333K – – –
BFG
516
Berger Financial Group
Minnesota
$332K – – –
RA
517
Riversedge Advisors
Delaware
$332K +$14.6K +173 +5%
TFA
518
Transamerica Financial Advisors
Florida
$331K +$34.4K +407 +13%
SCM
519
Shelton Capital Management
Colorado
$329K – – –
KWM
520
Kingsview Wealth Management
Oregon
$327K -$7.01K -83 -2%
SGI
521
Summit Global Investments
Utah
$327K +$293K +3,469 New
FPAS
522
Focus Partners Advisor Solutions
Missouri
$323K +$1.35K +16 +0.5%
MIC
523
Means Investment Company
Maine
$321K -$4.64K -55 -2%
CFG
524
Carter Financial Group
Illinois
$321K +$288K +3,405 New
JWA
525
JFS Wealth Advisors
Pennsylvania
$320K – – –
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