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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
676
Asset Dedication LLC
California
$6K – – –
PK
677
Pflug Koory
Nebraska
$6K – – –
PCM
678
Penserra Capital Management
California
$6K +$6.33K +98 New
SCA
679
Stonebridge Capital Advisors
Minnesota
$5.89K – – –
IAA
680
Independent Advisor Alliance
North Carolina
$5.81K +$3.3M +51,095 +132%
AAMA
681
Advanced Asset Management Advisors
Ohio
$5.38K +$5.36K +83 New
JFG
682
JDM Financial Group
Texas
$5.18K +$5.17K +80 New
WWM
683
Wolff Wiese Magana
California
$4.86K – – –
NECFA
684
New England Capital Financial Advisors
Connecticut
$4.8K +$4.65K +72 New
AIM
685
Anchor Investment Management
South Carolina
$3.95K – – –
AWM
686
Avior Wealth Management
Nebraska
$3.88K – – –
SIS
687
Sound Income Strategies
Florida
$3.76K -$12.9K -200 -78%
CYG
688
Clean Yield Group
Vermont
$3.56K +$3.55K +55 New
PFBT
689
Parkside Financial Bank & Trust
Missouri
$3.56K +$3.55K +55 New
CAS
690
Coppell Advisory Solutions
Texas
$3.37K +$3.36K +52 New
CASC
691
Coppell Advisory Solutions Corp
Texas
$3.37K +$3.36K +52 New
GJIA
692
Glass Jacobson Investment Advisors
Maryland
$3.24K +$3.23K +50 New
CWC
693
Carolinas Wealth Consulting
North Carolina
$3.17K +$3.17K +49 New
HGWM
694
Harvest Group Wealth Management
Massachusetts
$3.11K – – –
CCM
695
Copeland Capital Management
Pennsylvania
$3K – – –
BWA
696
BDO Wealth Advisors
Florida
$2.85K -$128K -1,988 -98%
HWM
697
HighMark Wealth Management
Minnesota
$2.67K – – –
IGWM
698
ICA Group Wealth Management
Colorado
$2.59K +$2.58K +40 New
TCM
699
Tradewinds Capital Management
Washington
$2.14K – – –
TFGT
700
TS Financial Group (TSFG)
Illinois
$2K – – –
26 27
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