We are live on ! Find out more
TD icon

Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
526
Perigon Wealth Management
California
$29K +$26.1K +516 New
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$28K +$18K +356 +244%
MA
528
Montag & Associates
Georgia
$28K +$25.1K +496 New
BWM
529
Birchcreek Wealth Management
Ohio
$28K +$25.3K +500 New
LSA
530
Leonteq Securities AG
Switzerland
$27.9K +$22.7K +448 New
GWS
531
Glassman Wealth Services
Virginia
$27K +$5.07K +100 +26%
CFGS
532
Concourse Financial Group Securities
Alabama
$26K – – –
DWP
533
Destiny Wealth Partners
Florida
$26K +$23K +454 New
CT
534
Caldwell Trust
Florida
$25.9K – – –
EWA
535
Evolution Wealth Advisors
Florida
$25K +$22.3K +440 New
ATC
536
Adirondack Trust Company
New York
$23K -$2.94K -58 -12%
MF
537
Manchester Financial
California
$22K – – –
SWM
538
Sugarloaf Wealth Management
Georgia
$22K – – –
TI
539
Truehand Inc
New Hampshire
$21K – – –
ST
540
Smithfield Trust
Pennsylvania
$21K +$19.1K +376 New
AF
541
Advisornet Financial
Minnesota
$20K -$12.8K -253 -41%
MSFP
542
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
RFA
543
Reilly Financial Advisors
California
$19K – – –
SIS
544
Sound Income Strategies
Florida
$19K – – –
TAIM
545
TD Ameritrade Investment Management
Nebraska
$18K – – –
CIA
546
Cascade Investment Advisors
Oregon
$16.9K – – –
MA
547
MCF Advisors
Kentucky
$16K – – –
OC
548
Oakworth Capital
Alabama
$16K – – –
HS
549
Horan Securities
United States
$15K +$13.8K +272 New
SL
550
Savior LLC
Massachusetts
$14K -$158K -3,116 -92%
20 21
22
23 24