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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
MAI Capital Management
Ohio
$284K +$7.51K +89 +3%
LGWM
552
Litman Gregory Wealth Management
California
$283K – – –
FFG
553
Fiduciary Financial Group
California
$283K +$11.9K +141 +5%
BONH
554
Bank of New Hampshire
New Hampshire
$282K – – –
KFA
555
Kelleher Financial Advisors
New York
$281K +$507 +6 +0.2%
HSA
556
HBK Sorce Advisory
Pennsylvania
$281K -$1.44K -17 -0.6%
BIAS
557
Beacon Investment Advisory Services
New Jersey
$279K – – –
PB
558
Pinnacle Bancorp
Nebraska
$272K – – –
AC
559
Apella Capital
Connecticut
$271K – – –
SW
560
Simplicity Wealth
New Jersey
$271K – – –
MR
561
Munich Reinsurance
$269K -$6.81M -80,695 -97%
SC
562
Saturna Capital
Washington
$268K – – –
JCM
563
Jacobi Capital Management
Pennsylvania
$268K -$11.1K -132 -4%
CGL
564
Clarius Group LLC
Washington
$268K – – –
BFG
565
Birch Financial Group
New Hampshire
$267K – – –
KIA
566
KCM Investment Advisors
California
$263K -$4.47K -53 -2%
WC
567
Waterloo Capital
Texas
$263K +$235K +2,788 New
BB
568
Busey Bank
Illinois
$262K +$235K +2,782 New
FCM
569
Firestone Capital Management
Florida
$258K – – –
OFO
570
OneAscent Family Office
Alabama
$257K +$230K +2,729 New
SDAM
571
Shulman DeMeo Asset Management
New York
$255K – – –
B
572
BetterWealth
California
$252K -$6.33K -75 -3%
VWM
573
Venturi Wealth Management
Texas
$252K +$226K +2,676 New
AF
574
Arrow Financial
New York
$251K – – –
CP
575
Canopy Partners
Ohio
$251K +$4.98K +59 +2%