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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWS
526
MFA Wealth Services
California
$441K -$34.4K -314 -8%
CFO
527
CVA Family Office
Colorado
$439K – – –
ONSWM
528
Old North State Wealth Management
North Carolina
$436K +$2.19K +20 +0.6%
FWP
529
Flatrock Wealth Partners
California
$435K +$2.08K +19 +0.5%
BBHC
530
Brown Brothers Harriman & Co
New York
$434K – – –
ATC
531
Adirondack Trust Company
New York
$433K – – –
BF
532
Brucke Financial
Indiana
$432K -$16.1K -147 -4%
CIAM
533
Caitong International Asset Management
Hong Kong
$431K +$352K +3,213 +945%
MA
534
Mosaic Advisors
Texas
$431K +$388K +3,550 New
CWM
535
Connecticut Wealth Management
Connecticut
$430K -$11.5K -105 -3%
HCP
536
Hexagon Capital Partners
Arkansas
$427K -$6.13K -56 -2%
SVWAG
537
Sound View Wealth Advisors Group
Georgia
$427K – – –
1WA
538
180 Wealth Advisors
Washington
$426K -$32.7K -299 -8%
GC
539
Guggenheim Capital
Illinois
$422K +$56.8K +519 +18%
GA
540
Greenspring Advisors
Maryland
$421K +$379K +3,463 New
AI
541
Atria Investments
North Carolina
$420K -$486K -4,437 -56%
CAG
542
Csenge Advisory Group
Florida
$418K -$73.4K -671 -16%
JWA
543
JFS Wealth Advisors
Pennsylvania
$415K +$1.64K +15 +0.4%
AWA
544
Arkadios Wealth Advisors
Georgia
$414K -$69.1K -631 -16%
GH
545
GAM Holding
Switzerland
$413K -$186K -1,700 -33%
KFA
546
Kelleher Financial Advisors
New York
$413K +$56.1K +513 +18%
TFA
547
Transamerica Financial Advisors
Florida
$409K -$65.3K -597 -15%
LIM
548
Leavell Investment Management
Alabama
$407K – – –
SAI
549
Savvy Advisors Inc
New York
$407K +$35.7K +326 +11%
OFO
550
OneAscent Family Office
Alabama
$406K +$67.6K +618 +23%
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