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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
576
Bar Harbor Wealth Management
New Hampshire
$214K -$129K -1,600 -37%
PP
577
PDS Planning
Ohio
$214K +$217K +2,696 New
ONSWM
578
Old North State Wealth Management
North Carolina
$213K +$1.85K +23 +0.9%
BB
579
Busey Bank
Illinois
$213K – – –
CGFA
580
Colton Groome Financial Advisors
North Carolina
$210K +$214K +2,650 New
PPWM
581
Paragon Private Wealth Management
Kentucky
$208K – – –
MA
582
MUFG Americas
New York
$208K +$6.61K +82 +3%
PGFC
583
Peapack-Gladstone Financial Corp
New Jersey
$208K +$211K +2,621 New
FFG
584
Frisch Financial Group
New York
$207K +$210K +2,611 New
LC
585
Lindbrook Capital
California
$206K +$645 +8 +0.3%
GB
586
Goepper Burkhardt
South Carolina
$206K +$209K +2,600 New
LIG
587
Lokken Investment Group
Delaware
$205K – – –
SYBT
588
Stock Yards Bank & Trust
Kentucky
$204K +$208K +2,580 New
BCPWM
589
Bradley & Co Private Wealth Management
Florida
$203K – – –
MCWS
590
McKinley Carter Wealth Services
West Virginia
$203K +$206K +2,556 New
HIM
591
Hotaling Investment Management
Pennsylvania
$202K -$190K -2,354 -48%
BIAS
592
Beacon Investment Advisory Services
New Jersey
$202K +$204K +2,538 New
WPP
593
Whalerock Point Partners
Rhode Island
$201K +$203K +2,525 New
USCWA
594
U.S. Capital Wealth Advisors
Texas
$200K +$203K +2,523 New
CF
595
Centaurus Financial
California
$181K – – –
EIP
596
Ellis Investment Partners
Pennsylvania
$176K +$242 +3 +0.1%
PB
597
Pinnacle Bancorp
Nebraska
$174K – – –
APA
598
American Portfolios Advisors
New York
$171K -$7.41K -92 -4%
BAM
599
Byrne Asset Management
New Jersey
$166K -$16.1K -200 -9%
BWA
600
BDO Wealth Advisors
Florida
$161K – – –
22 23
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