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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
526
Firestone Capital Management
Florida
$226K – – –
LTAS
527
Linden Thomas Advisory Services
North Carolina
$224K +$224K +3,712 New
EAM
528
Empirical Asset Management
Massachusetts
$224K – – –
CWM
529
Connecticut Wealth Management
Connecticut
$223K -$17K -281 -7%
TCM
530
Telos Capital Management
California
$220K +$2.17K +36 +1%
PAS
531
Park Avenue Securities
New York
$220K +$11.1K +184 +5%
SAM
532
Silvercrest Asset Management
New York
$220K – – –
CAG
533
Crestwood Advisors Group
Massachusetts
$220K -$302 -5 -0.1%
HI
534
Hendershot Investments
Virginia
$219K – – –
CFO
535
CVA Family Office
Colorado
$217K -$1.03K -17 -0.5%
IRC
536
Investors Research Corp
Georgia
$215K – – –
SVWAG
537
Sound View Wealth Advisors Group
Georgia
$215K -$15.8K -262 -7%
RSWM
538
Robertson Stephens Wealth Management
California
$215K +$215K +3,558 New
HSA
539
HBK Sorce Advisory
Pennsylvania
$213K +$1.99K +33 +0.9%
CB
540
Commerce Bank
Missouri
$204K -$664 -11 -0.3%
PPWP
541
Premier Path Wealth Partners
New Jersey
$203K -$59K -977 -23%
LIM
542
Leavell Investment Management
Alabama
$203K – – –
CA
543
Clearstead Advisors
Ohio
$202K – – –
KFA
544
Kelleher Financial Advisors
New York
$202K +$604 +10 +0.3%
GFS
545
GYL Financial Synergies
Connecticut
$200K +$362 +6 +0.2%
WTC
546
WhitTier Trust Company
Nevada
$199K – – –
MRCM
547
M&R Capital Management
New Jersey
$190K -$8.4K -139 -4%
LC
548
Lindbrook Capital
California
$185K -$43.7K -723 -19%
NCM
549
Northwest Capital Management
Oregon
$184K – – –
UCB
550
United Community Bank
South Carolina
$183K +$1.45K +24 +0.8%
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