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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
626
JDM Financial Group
Texas
$4.82K – – –
RA
627
Rise Advisors
New York
$4.78K – – –
WWM
628
Wolff Wiese Magana
California
$4.52K – – –
NECFA
629
New England Capital Financial Advisors
Connecticut
$4.34K – – –
BIA
630
Bell Investment Advisors
California
$3.5K +$2.24K +36 +164%
SIS
631
Sound Income Strategies
Florida
$3.5K – – –
CAS
632
Coppell Advisory Solutions
Texas
$3.37K -$6.23K -100 -66%
CCM
633
Copeland Capital Management
Pennsylvania
$3.07K – – –
GJIA
634
Glass Jacobson Investment Advisors
Maryland
$3.01K – – –
PGAM
635
Princeton Global Asset Management
New Jersey
$2.83K – – –
TCM
636
Tradewinds Capital Management
Washington
$1.99K – – –
VWM
637
Venturi Wealth Management
Texas
$1.99K – – –
RFG
638
RFP Financial Group
Georgia
$1.75K – – –
HWM
639
HighMark Wealth Management
Minnesota
$1.62K -$935 -15 -36%
RWM
640
Raffa Wealth Management
District of Columbia
$1.33K – – –
GCS
641
Gordian Capital (Singapore)
Singapore
$1.14K +$1.19K +19 New
TFGT
642
TS Financial Group (TSFG)
Illinois
$1K – – –
SIC
643
SJS Investment Consulting
Ohio
$965 – – –
JFGIW
644
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$845 – – –
IPW
645
Impact Partnership Wealth
Georgia
$844 – – –
CIR
646
Clear Investment Research
Georgia
$603 – – –
CWA
647
Carolina Wealth Advisors
South Carolina
$602 – – –
APW
648
Atlantic Private Wealth
North Carolina
$482 – – –
AP
649
Atwood & Palmer
Missouri
$121 – – –
FGAM
650
Financial Gravity Asset Management
Texas
$28 -$3.8K -61 -98%
24 25
26
27 28