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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
551
Peapack-Gladstone Financial Corp
New Jersey
$302K – – –
SW
552
Simplicity Wealth
New Jersey
$301K +$32.9K +346 +12%
ASN
553
Advisory Services Network
Georgia
$299K +$14K +147 +5%
AWA
554
ARQ Wealth Advisors
Arizona
$297K +$302K +3,178 New
WWM
555
Western Wealth Management
Colorado
$294K – – –
HG
556
Harbor Group
New Hampshire
$294K – – –
SAM
557
Smithbridge Asset Management
Pennsylvania
$294K +$299K +3,148 New
WF
558
Williams Financial
Vermont
$294K – – –
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$291K -$4K -42 -1%
CA
560
Calton & Associates
Florida
$289K +$295K +3,102 New
FFG
561
Fiduciary Financial Group
California
$289K +$8.85K +93 +3%
VWM
562
Venturi Wealth Management
Texas
$289K +$39.6K +416 +16%
PJWM
563
Philip James Wealth Mangement
Georgia
$288K -$92.1K -968 -24%
SWA
564
Sax Wealth Advisors
New Jersey
$287K – – –
SCTC
565
Sanibel Captiva Trust Company
Florida
$285K – – –
EP
566
Edgestream Partners
New Jersey
$285K -$47K -494 -14%
PC
567
Payne Capital
Oregon
$285K – – –
BBA
568
Braun-Bostich & Associates
Pennsylvania
$284K -$10.6K -111 -4%
SAI
569
Savvy Advisors Inc
New York
$282K +$37.8K +397 +15%
SP
570
Successful Portfolios
Florida
$280K -$136K -1,428 -32%
BONH
571
Bank of New Hampshire
New Hampshire
$280K – – –
LWL
572
Leo Wealth LLC
Texas
$277K -$11.1K -117 -4%
BIAS
573
Beacon Investment Advisory Services
New Jersey
$276K – – –
GC
574
Guggenheim Capital
Illinois
$276K -$101K -1,066 -26%
JIC
575
Johnson Investment Counsel
Ohio
$276K -$100K -1,055 -26%
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