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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
576
Caption Management
Oklahoma
$364K +$328K +3,000 New
BONH
577
Bank of New Hampshire
New Hampshire
$364K – – –
SP
578
Successful Portfolios
Florida
$363K – – –
WAP
579
Wealthcare Advisory Partners
Pennsylvania
$360K -$16.9K -154 -5%
AC
580
Apella Capital
Connecticut
$360K +$8.43K +77 +3%
BIAS
581
Beacon Investment Advisory Services
New Jersey
$360K – – –
FFG
582
Fiduciary Financial Group
California
$357K -$16.3K -149 -5%
SCTC
583
Sanibel Captiva Trust Company
Florida
$354K -$15.3K -140 -5%
MG
584
Marex Group
$354K +$319K +2,919 New
JIC
585
Johnson Investment Counsel
Ohio
$353K -$5.47K -50 -2%
CA
586
Calton & Associates
Florida
$353K -$21.6K -197 -6%
PB
587
Pinnacle Bancorp
Nebraska
$351K – – –
PGFC
588
Peapack-Gladstone Financial Corp
New Jersey
$348K -$40.6K -371 -11%
PWM
589
Pines Wealth Management
North Carolina
$347K -$98.3K -898 -24%
SC
590
Saturna Capital
Washington
$346K – – –
BFG
591
Birch Financial Group
New Hampshire
$344K – – –
EB
592
Eastern Bank
Massachusetts
$340K +$131K +1,200 +75%
BBA
593
Braun-Bostich & Associates
Pennsylvania
$339K -$28K -256 -8%
RIG
594
RiverFront Investment Group
Virginia
$339K +$305K +2,789 New
ONB
595
Old National Bancorp
Indiana
$334K +$301K +2,750 New
FCM
596
Firestone Capital Management
Florida
$333K – – –
CP
597
Canopy Partners
Ohio
$332K – – –
RWP
598
RWA Wealth Partners
Massachusetts
$331K – – –
SDAM
599
Shulman DeMeo Asset Management
New York
$329K – – –
SSG
600
Summit Securities Group
New York
$328K – – –
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