We are live on ! Find out more
TD icon

Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
Geneos Wealth Management
Colorado
$317K -$64.5K -764 -18%
LIM
527
Leavell Investment Management
Alabama
$316K -$9.46K -112 -3%
VFA
528
Valeo Financial Advisors
Indiana
$311K -$22K -261 -7%
WCA
529
Westover Capital Advisors
Delaware
$310K – – –
BBHC
530
Brown Brothers Harriman & Co
New York
$308K +$67.5K +800 +32%
STS
531
SG Trading Solutions
Utah
$308K +$276K +3,270 New
WE
532
Wealth Effects
Massachusetts
$307K – – –
CA
533
Clearstead Advisors
Ohio
$307K – – –
PGFC
534
Peapack-Gladstone Financial Corp
New Jersey
$305K +$24.1K +285 +10%
VA
535
Veratis Advisors
North Carolina
$304K +$270K +3,200 New
AWA
536
Arkadios Wealth Advisors
Georgia
$302K +$271K +3,207 New
CCP
537
Clarkston Capital Partners
Michigan
$299K – – –
WAP
538
Wealthcare Advisory Partners
Pennsylvania
$298K -$105K -1,247 -28%
BBA
539
Braun-Bostich & Associates
Pennsylvania
$297K +$267K +3,158 New
WWM
540
Western Wealth Management
Colorado
$297K +$84 +1 +0%
HG
541
Harbor Group
New Hampshire
$297K +$266K +3,152 New
WF
542
Williams Financial
Vermont
$296K – – –
Verition Fund Management
543
Verition Fund Management
Connecticut
$293K -$309K -3,664 -54%
W
544
WorthPointe
California
$292K +$3.29K +39 +1%
LWL
545
Leo Wealth LLC
Texas
$290K -$338 -4 -0.1%
ASN
546
Advisory Services Network
Georgia
$288K +$26.9K +319 +12%
Envestnet Portfolio Solutions
547
Envestnet Portfolio Solutions
Illinois
$288K +$258K +3,060 New
SCTC
548
Sanibel Captiva Trust Company
Florida
$288K +$36K +426 +16%
PC
549
Payne Capital
Oregon
$287K – – –
SWA
550
Sax Wealth Advisors
New Jersey
$287K – – –