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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
551
Litman Gregory Wealth Management
California
$283K
FFG
552
Fiduciary Financial Group
California
$283K +$11.9K +141 +5%
BONH
553
Bank of New Hampshire
New Hampshire
$282K
KFA
554
Kelleher Financial Advisors
New York
$281K +$507 +6 +0.2%
HSA
555
HBK Sorce Advisory
Pennsylvania
$281K -$1.44K -17 -0.6%
BIAS
556
Beacon Investment Advisory Services
New Jersey
$279K
PB
557
Pinnacle Bancorp
Nebraska
$272K
AC
558
Apella Capital
Connecticut
$271K
SW
559
Simplicity Wealth
New Jersey
$271K
MR
560
Munich Reinsurance
$269K -$6.81M -80,695 -97%
SC
561
Saturna Capital
Washington
$268K
JCM
562
Jacobi Capital Management
Pennsylvania
$268K -$11.1K -132 -4%
CGL
563
Clarius Group LLC
Washington
$268K
BFG
564
Birch Financial Group
New Hampshire
$267K
KIA
565
KCM Investment Advisors
California
$263K -$4.47K -53 -2%
WC
566
Waterloo Capital
Texas
$263K +$235K +2,788 New
BB
567
Busey Bank
Illinois
$262K +$235K +2,782 New
FCM
568
Firestone Capital Management
Florida
$258K
OFO
569
OneAscent Family Office
Alabama
$257K +$230K +2,729 New
SDAM
570
Shulman DeMeo Asset Management
New York
$255K
B
571
BetterWealth
California
$252K -$6.33K -75 -3%
VWM
572
Venturi Wealth Management
Texas
$252K +$226K +2,676 New
AF
573
Arrow Financial
New York
$251K
CP
574
Canopy Partners
Ohio
$251K +$4.98K +59 +2%
CAM
575
Cresset Asset Management
Illinois
$250K -$8.95K -106 -4%