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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
Emergent Wealth Advisors
New York
$234K +$239K +2,513 New
OFW
602
Omnia Family Wealth
Florida
$234K – – –
IWA
603
Inspirion Wealth Advisors
Illinois
$233K – – –
B
604
BetterWealth
California
$231K -$19K -200 -7%
YIA
605
YHB Investment Advisors
Connecticut
$231K – – –
5NPW
606
55 North Private Wealth
Florida
$231K +$20.8K +219 +10%
SWRP
607
Summit Wealth & Retirement Planning
California
$230K – – –
HIP
608
HUB Investment Partners
Texas
$229K +$233K +2,454 New
AFC
609
AFT Forsyth & Company
Florida
$229K – – –
Envestnet Portfolio Solutions
610
Envestnet Portfolio Solutions
Illinois
$227K -$59.4K -625 -20%
KIA
611
KCM Investment Advisors
California
$226K -$35.2K -370 -13%
FIA
612
Foundations Investment Advisors
Arizona
$226K -$8.08K -85 -3%
SYBT
613
Stock Yards Bank & Trust
Kentucky
$225K – – –
MWM
614
Massachusetts Wealth Management
Massachusetts
$225K – – –
ACA
615
Atlas Capital Advisors
Wyoming
$224K – – –
CT
616
Clearstead Trust
Maine
$224K – – –
AWM
617
Avior Wealth Management
Nebraska
$224K +$22.2K +233 +11%
HIGP
618
Hill Investment Group Partners
Missouri
$224K – – –
S
619
SimplyRich
California
$223K – – –
AL
620
Aspiriant LLC
California
$223K +$227K +2,389 New
SP
621
Stonebrook Private
Michigan
$222K +$226K +2,376 New
JWM
622
Jeppson Wealth Management
California
$222K – – –
PI
623
PFG Investments
New York
$221K -$190 -2 -0.1%
WFAG
624
Wescott Financial Advisory Group
Pennsylvania
$221K – – –
HNB
625
Hilltop National Bank
Wyoming
$220K -$18.1K -190 -7%