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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
526
Karpas Strategies
Connecticut
$228K – – –
UB
527
Umpqua Bank
Oregon
$226K +$227K +3,750 New
FCM
528
Firestone Capital Management
Florida
$226K – – –
LTAS
529
Linden Thomas Advisory Services
North Carolina
$224K +$224K +3,712 New
EAM
530
Empirical Asset Management
Massachusetts
$224K – – –
CWM
531
Connecticut Wealth Management
Connecticut
$223K -$17K -281 -7%
TCM
532
Telos Capital Management
California
$220K +$2.17K +36 +1%
PAS
533
Park Avenue Securities
New York
$220K +$11.1K +184 +5%
SAM
534
Silvercrest Asset Management
New York
$220K – – –
CAG
535
Crestwood Advisors Group
Massachusetts
$220K -$302 -5 -0.1%
HI
536
Hendershot Investments
Virginia
$219K – – –
CFO
537
CVA Family Office
Colorado
$217K -$1.03K -17 -0.5%
IRC
538
Investors Research Corp
Georgia
$215K – – –
SVWAG
539
Sound View Wealth Advisors Group
Georgia
$215K -$15.8K -262 -7%
RSWM
540
Robertson Stephens Wealth Management
California
$215K +$215K +3,558 New
HSA
541
HBK Sorce Advisory
Pennsylvania
$213K +$1.99K +33 +0.9%
CB
542
Commerce Bank
Missouri
$204K -$664 -11 -0.3%
PPWP
543
Premier Path Wealth Partners
New Jersey
$203K -$59K -977 -23%
LIM
544
Leavell Investment Management
Alabama
$203K – – –
CA
545
Clearstead Advisors
Ohio
$202K – – –
KFA
546
Kelleher Financial Advisors
New York
$202K +$604 +10 +0.3%
GFS
547
GYL Financial Synergies
Connecticut
$200K +$362 +6 +0.2%
WTC
548
WhitTier Trust Company
Nevada
$199K – – –
MRCM
549
M&R Capital Management
New Jersey
$190K -$8.4K -139 -4%
LC
550
Lindbrook Capital
California
$185K -$43.7K -723 -19%
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