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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
526
Haverford Trust Company
Pennsylvania
$206K +$7.38K +114 +4%
GWM
527
Geneos Wealth Management
Colorado
$203K -$31.6K -488 -13%
GWM
528
GDS Wealth Management
Texas
$203K -$31.5K -486 -13%
SP
529
Successful Portfolios
Florida
$203K – – –
DC
530
Davenport & Co
Virginia
$202K +$6.67K +103 +3%
AA
531
Addison Advisors
Vermont
$201K +$94.8K +1,464 +81%
CA
532
Clearstead Advisors
Ohio
$200K -$10.3K -159 -5%
TC
533
Trust Company
Kansas
$198K -$25.2K -390 -11%
CT
534
Colonial Trust
South Carolina
$197K +$208K +3,220 New
JWM
535
Janiczek Wealth Management
Colorado
$192K +$16.3K +251 +8%
FNBOSM
536
First National Bank of South Miami
Florida
$191K -$24.1K -373 -11%
CLOS
537
Compagnie Lombard Odier SCmA
Switzerland
$175K – – –
LC
538
Lindbrook Capital
California
$172K +$7.83K +121 +5%
IA
539
IFP Advisors
Florida
$172K +$17K +262 +11%
PTC
540
Private Trust Company
Ohio
$161K +$29.7K +459 +21%
APA
541
American Portfolios Advisors
New York
$153K -$2.46K -38 -2%
CF
542
Centaurus Financial
California
$148K +$9.32K +144 +6%
CT
543
Cambridge Trust
Massachusetts
$147K -$101K -1,566 -40%
WFA
544
Wipfli Financial Advisors
Wisconsin
$146K +$154K +2,373 New
BSB
545
Bangor Savings Bank
Maine
$145K – – –
BAM
546
Belpointe Asset Management
Nevada
$144K +$39.5K +610 +35%
MA
547
MUFG Americas
New York
$142K – – –
MHR
548
Matthew Hamilton Rosenberg
$137K +$453 +7 +0.3%
EIP
549
Ellis Investment Partners
Pennsylvania
$136K +$194 +3 +0.1%
PB
550
Pinnacle Bancorp
Nebraska
$134K – – –
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