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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
601
Modern Wealth Management
Kansas
$327K +$294K +2,689 New
PWM
602
Puff Wealth Management
New Jersey
$325K +$293K +2,680 New
NP
603
NorthRock Partners
Minnesota
$324K +$292K +2,671 New
AF
604
Arrow Financial
New York
$324K – – –
GWM
605
Geneos Wealth Management
Colorado
$324K -$26.2K -239 -8%
VVP
606
Venture Visionary Partners
Ohio
$321K – – –
PPWP
607
Premier Path Wealth Partners
New Jersey
$321K – – –
SI
608
Seeds Investor
New York
$320K +$8.32K +76 +3%
BMCM
609
Bryn Mawr Capital Management
Pennsylvania
$318K +$2.52K +23 +0.9%
JCM
610
Jacobi Capital Management
Pennsylvania
$316K -$24.8K -227 -8%
SOS
611
Silver Oak Securities
Tennessee
$316K +$4.49K +41 +2%
YIA
612
YHB Investment Advisors
Connecticut
$313K +$10.9K +100 +4%
KWM
613
Kingsview Wealth Management
Oregon
$313K -$89K -813 -24%
AWA
614
ARQ Wealth Advisors
Arizona
$313K -$65.7K -600 -19%
AWM
615
Accurate Wealth Management
Florida
$311K +$657 +6 +0.2%
CIA
616
Choate Investment Advisors
Massachusetts
$311K – – –
HIP
617
HUB Investment Partners
Texas
$310K +$10.6K +97 +4%
CA
618
Claro Advisors
Massachusetts
$307K -$2.91M -26,597 -91%
PCG
619
Prosperity Consulting Group
Maryland
$307K +$277K +2,529 New
WPP
620
Whalerock Point Partners
Rhode Island
$307K – – –
IWA
621
Inspirion Wealth Advisors
Illinois
$306K – – –
SWM
622
Spire Wealth Management
Virginia
$305K +$23.5K +215 +9%
OFW
623
Omnia Family Wealth
Florida
$304K – – –
SWRP
624
Summit Wealth & Retirement Planning
California
$299K – – –
AFC
625
AFT Forsyth & Company
Florida
$298K – – –
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