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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
API
726
Asset Planning Inc
California
$164K – – –
EWA
727
EverSource Wealth Advisors
Alabama
$159K -$78.4K -716 -35%
SGFG
728
Silver Grove Financial Group
New York
$149K +$68.2K +623 +103%
TF
729
Tompkins Financial
New York
$146K – – –
SCM
730
Sterling Capital Management
North Carolina
$145K – – –
PTC
731
Private Trust Company
Ohio
$141K -$19.5K -178 -13%
SC
732
SouthState Corp
Florida
$138K +$124K +1,135 New
LWCFA
733
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K – – –
MCM
734
Manchester Capital Management
Vermont
$135K -$7.77K -71 -6%
LAM
735
LOM Asset Management
$134K -$212K -1,935 -64%
AUB
736
Atlantic Union Bankshares
Virginia
$128K -$5.47K -50 -5%
CBT
737
Crews Bank & Trust
Florida
$124K – – –
EI
738
EFG International
$122K – – –
TC
739
Trust Company
Kansas
$121K -$17.5K -160 -14%
SN
740
Sittner & Nelson
Oregon
$121K – – –
NAC
741
NI Acquisitions Company
Pennsylvania
$120K +$108K +990 New
UBP
742
Union Bancaire Privee
Switzerland
$119K – – –
TCM
743
Triumph Capital Management
Colorado
$118K +$1.2K +11 +1%
IA
744
IFP Advisors
Florida
$116K -$1.64K -15 -2%
FDCP
745
Foster Dykema Cabot & Partners
Massachusetts
$113K – – –
RFS
746
Richardson Financial Services
Massachusetts
$113K -$15.6K -143 -13%
FB
747
First Bancorp
Maine
$107K +$96.5K +882 New
CT
748
Colonial Trust
South Carolina
$105K +$438 +4 +0.5%
CSPIA
749
Cary Street Partners Investment Advisory
Virginia
$105K +$18.3K +167 +24%
BAM
750
Byrne Asset Management
New Jersey
$104K – – –
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30
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