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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
576
Johnson Investment Counsel
Ohio
$276K -$100K -1,055 -26%
GWM
577
Geneos Wealth Management
Colorado
$271K -$43.8K -460 -14%
PB
578
Pinnacle Bancorp
Nebraska
$270K – – –
SC
579
Saturna Capital
Washington
$266K – – –
II
580
Impact Investors
California
$264K +$269K +2,833 New
JCM
581
Jacobi Capital Management
Pennsylvania
$264K -$1.71K -18 -0.6%
BFG
582
Birch Financial Group
New Hampshire
$264K – – –
SI
583
Seeds Investor
New York
$264K +$243K +2,560 New
AWM
584
Accurate Wealth Management
Florida
$259K +$856 +9 +0.4%
FCM
585
Firestone Capital Management
Florida
$256K – – –
CP
586
Canopy Partners
Ohio
$255K +$6.37K +67 +3%
OFO
587
OneAscent Family Office
Alabama
$255K – – –
RWP
588
RWA Wealth Partners
Massachusetts
$255K +$260K +2,729 New
SDAM
589
Shulman DeMeo Asset Management
New York
$253K – – –
SSG
590
Summit Securities Group
New York
$252K -$571K -6,000 -69%
AF
591
Arrow Financial
New York
$249K – – –
VVP
592
Venture Visionary Partners
Ohio
$247K – – –
PPWP
593
Premier Path Wealth Partners
New Jersey
$246K – – –
AWA
594
Aaron Wealth Advisors
Illinois
$246K +$251K +2,634 New
CIA
595
Capital Investment Advisors
Georgia
$246K +$95 +1 +0%
BMCM
596
Bryn Mawr Capital Management
Pennsylvania
$243K +$5.61K +59 +2%
SOS
597
Silver Oak Securities
Tennessee
$239K – – –
CIA
598
Choate Investment Advisors
Massachusetts
$239K – – –
CAM
599
Cresset Asset Management
Illinois
$238K -$10.3K -108 -4%
WPP
600
Whalerock Point Partners
Rhode Island
$236K – – –