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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
601
Shulman DeMeo Asset Management
New York
$329K – – –
SSG
602
Summit Securities Group
New York
$328K – – –
MWM
603
Modern Wealth Management
Kansas
$327K +$294K +2,689 New
PWM
604
Puff Wealth Management
New Jersey
$325K +$293K +2,680 New
NP
605
NorthRock Partners
Minnesota
$324K +$292K +2,671 New
AF
606
Arrow Financial
New York
$324K – – –
GWM
607
Geneos Wealth Management
Colorado
$324K -$26.2K -239 -8%
VVP
608
Venture Visionary Partners
Ohio
$321K – – –
PPWP
609
Premier Path Wealth Partners
New Jersey
$321K – – –
SI
610
Seeds Investor
New York
$320K +$8.32K +76 +3%
BMCM
611
Bryn Mawr Capital Management
Pennsylvania
$318K +$2.52K +23 +0.9%
JCM
612
Jacobi Capital Management
Pennsylvania
$316K -$24.8K -227 -8%
SOS
613
Silver Oak Securities
Tennessee
$316K +$4.49K +41 +2%
YIA
614
YHB Investment Advisors
Connecticut
$313K +$10.9K +100 +4%
KWM
615
Kingsview Wealth Management
Oregon
$313K -$89K -813 -24%
AWA
616
ARQ Wealth Advisors
Arizona
$313K -$65.7K -600 -19%
AWM
617
Accurate Wealth Management
Florida
$311K +$657 +6 +0.2%
CIA
618
Choate Investment Advisors
Massachusetts
$311K – – –
HIP
619
HUB Investment Partners
Texas
$310K +$10.6K +97 +4%
CA
620
Claro Advisors
Massachusetts
$307K -$2.91M -26,597 -91%
PCG
621
Prosperity Consulting Group
Maryland
$307K +$277K +2,529 New
WPP
622
Whalerock Point Partners
Rhode Island
$307K – – –
IWA
623
Inspirion Wealth Advisors
Illinois
$306K – – –
SWM
624
Spire Wealth Management
Virginia
$305K +$23.5K +215 +9%
OFW
625
Omnia Family Wealth
Florida
$304K – – –
23 24
25
26 27