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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Calton & Associates
Florida
$231K -$9.11K -141 -4%
LIM
527
Leavell Investment Management
Alabama
$230K – – –
WANY
528
Wealthspire Advisors (New York)
New York
$228K +$227K +3,518 New
IRC
529
Investors Research Corp
Georgia
$227K – – –
PMA
530
Prudent Man Advisors
Illinois
$226K +$225K +3,489 New
PCA
531
Pallas Capital Advisors
Massachusetts
$223K -$22.9K -355 -10%
PA
532
PFG Advisors
Arizona
$219K +$219K +3,389 New
BSW
533
Buckingham Strategic Wealth
Missouri
$219K +$218K +3,381 New
LC
534
Lindbrook Capital
California
$219K +$36.9K +571 +20%
DC
535
Davenport & Co
Virginia
$218K +$4.33K +67 +2%
BIP
536
Blueprint Investment Partners
North Carolina
$217K +$216K +3,349 New
GWM
537
Geneos Wealth Management
Colorado
$215K – – –
GWM
538
GDS Wealth Management
Texas
$214K – – –
DWM
539
Drive Wealth Management
Utah
$214K +$213K +3,302 New
KFA
540
Kelleher Financial Advisors
New York
$214K -$137K -2,120 -39%
GIM
541
Goelzer Investment Management
Indiana
$213K +$213K +3,296 New
LFA
542
Legacy Financial Advisors
Kentucky
$213K -$26.7K -413 -11%
TCA
543
Transcend Capital Advisors
New Jersey
$212K -$98.5K -1,525 -32%
WE
544
Wealth Effects
Massachusetts
$211K +$210K +3,258 New
CA
545
Clearstead Advisors
Ohio
$211K – – –
HTC
546
Haverford Trust Company
Pennsylvania
$210K -$7.36K -114 -3%
TC
547
Trust Company
Kansas
$209K – – –
SP
548
Successful Portfolios
Florida
$208K -$6.46K -100 -3%
JLBC
549
J.L. Bainbridge & Co
Florida
$207K +$207K +3,204 New
HWM
550
HB Wealth Management
Georgia
$207K +$206K +3,193 New
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