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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
501
Arkadios Wealth Advisors
Georgia
$377K +$79K +831 +26%
FC
502
Farringdon Capital
United Kingdom
$374K +$381K +4,005 New
CT
503
Coastline Trust
Rhode Island
$373K – – –
WFI
504
West Family Investments
California
$372K -$184K -1,933 -33%
TFA
505
Transamerica Financial Advisors
Florida
$370K +$42.7K +449 +13%
GC
506
GMT Capital
Georgia
$370K +$377K +3,960 New
MWS
507
MFA Wealth Services
California
$368K +$3.04K +32 +0.8%
CWM
508
Cordatus Wealth Management
Pennsylvania
$364K +$371K +3,901 New
BHCM
509
Brevan Howard Capital Management
Jersey
$363K +$370K +3,888 New
BCAM
510
Boston Common Asset Management
Massachusetts
$362K -$12.9K -136 -3%
BST
511
Bath Savings Trust
Maine
$356K – – –
1WA
512
180 Wealth Advisors
Washington
$355K -$23.9K -251 -6%
AAS
513
Ameritas Advisory Services
Nebraska
$353K -$29K -305 -7%
LAM
514
LOM Asset Management
$353K – – –
CFG
515
Carter Financial Group
Illinois
$352K +$35.1K +369 +11%
MC
516
Maverick Capital
Texas
$352K +$358K +3,769 New
WSFS
517
Wilmington Savings Fund Society
Delaware
$351K – – –
PWM
518
Pines Wealth Management
North Carolina
$351K -$16.8K -177 -4%
EAM
519
Empirical Asset Management
Massachusetts
$346K – – –
BF
520
Brucke Financial
Indiana
$345K -$396K -4,160 -53%
JSW
521
Journey Strategic Wealth
New Jersey
$342K -$6.28K -66 -2%
CWM
522
Connecticut Wealth Management
Connecticut
$340K +$9.99K +105 +3%
WANY
523
Wealthspire Advisors (New York)
New York
$339K -$174K -1,828 -33%
CFO
524
CVA Family Office
Colorado
$338K – – –
RA
525
Riversedge Advisors
Delaware
$336K +$7.42K +78 +2%
19 20
21
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