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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
626
Summit Wealth & Retirement Planning
California
$299K – – –
AFC
627
AFT Forsyth & Company
Florida
$298K – – –
KIA
628
KCM Investment Advisors
California
$294K – – –
SYBT
629
Stock Yards Bank & Trust
Kentucky
$293K – – –
MWM
630
Massachusetts Wealth Management
Massachusetts
$293K – – –
HIGP
631
Hill Investment Group Partners
Missouri
$291K – – –
CT
632
Clearstead Trust
Maine
$291K -$438 -4 -0.2%
WFAG
633
Wescott Financial Advisory Group
Pennsylvania
$287K – – –
IWP
634
Innova Wealth Partners
Pennsylvania
$286K – – –
FCM
635
Family Capital Management
Michigan
$286K +$258K +2,356 New
JWM
636
Jeppson Wealth Management
California
$285K -$2.74K -25 -1%
SF
637
Summit Financial
New Jersey
$285K +$3.83K +35 +2%
SWA
638
Sax Wealth Advisors
New Jersey
$284K – – –
KFI
639
Key Financial Inc
Pennsylvania
$284K – – –
PI
640
PFG Investments
New York
$283K -$4.05K -37 -2%
KJWM
641
Kiley Juergens Wealth Management
Washington
$282K – – –
MCM
642
Mattern Capital Management
Colorado
$280K – – –
CF
643
Centaurus Financial
California
$280K +$4.05K +37 +2%
BSC
644
Brown Shipley & Co
United Kingdom
$280K – – –
PWMAG
645
Pinnacle Wealth Management Advisory Group
New Jersey
$279K – – –
AWP
646
Abacus Wealth Partners
California
$277K -$228K -2,080 -48%
AWA
647
Argos Wealth Advisors
California
$277K – – –
CWA
648
CogentBlue Wealth Advisors
Tennessee
$277K +$10.5K +96 +4%
CASB
649
Cape Ann Savings Bank
Massachusetts
$274K – – –
AO
650
Advisor OS
Illinois
$273K +$547 +5 +0.2%
24 25
26
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