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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
526
Old North State Wealth Management
North Carolina
$333K +$2.09K +22 +0.6%
BBHC
527
Brown Brothers Harriman & Co
New York
$333K +$28.5K +300 +9%
HCP
528
Hexagon Capital Partners
Arkansas
$333K +$340K +3,570 New
JWBC
529
J.W. Burns & Co
New York
$333K – – –
LCGC
530
Legacy Capital Group California
California
$333K +$339K +3,567 New
FWP
531
Flatrock Wealth Partners
California
$333K +$476 +5 +0.1%
ATC
532
Adirondack Trust Company
New York
$332K – – –
FIC
533
FCG Investment Company
Tennessee
$331K +$338K +3,551 New
EPW
534
Evolve Private Wealth
California
$330K -$18.3K -192 -5%
SVWAG
535
Sound View Wealth Advisors Group
Georgia
$328K -$1.62K -17 -0.5%
HSA
536
HBK Sorce Advisory
Pennsylvania
$326K +$12.8K +135 +5%
IFG
537
Independent Financial Group
California
$326K +$332K +3,493 New
JWA
538
JFS Wealth Advisors
Pennsylvania
$317K – – –
FAFN
539
First Affirmative Financial Network
Colorado
$317K +$323K +3,394 New
KWM
540
Kingsview Wealth Management
Oregon
$316K -$8.27K -87 -3%
LIM
541
Leavell Investment Management
Alabama
$313K – – –
FWCM
542
Ferguson Wellman Capital Management
Oregon
$310K +$316K +3,319 New
BFG
543
Berger Financial Group
Minnesota
$309K -$20K -210 -6%
MCM
544
MAI Capital Management
Ohio
$309K +$27.8K +292 +10%
MIC
545
Means Investment Company
Maine
$306K -$12.8K -135 -4%
AC
546
Apella Capital
Connecticut
$304K +$666 +7 +0.2%
WE
547
Wealth Effects
Massachusetts
$304K – – –
CA
548
Clearstead Advisors
Ohio
$304K – – –
WCA
549
Westover Capital Advisors
Delaware
$303K -$3.8K -40 -1%
SCM
550
Shelton Capital Management
Colorado
$303K -$23.7K -249 -7%
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