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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
351
Van Hulzen Asset Management
California
$829K -$352K -2,700 -31%
RL
352
Retireful LLC
Michigan
$828K +$782K +5,993 New
CAM
353
Cresset Asset Management
Illinois
$816K -$29.6K -227 -4%
SAI
354
Systematic Alpha Investments
New Jersey
$815K – – –
QCG
355
Quadrant Capital Group
Ohio
$802K +$4.57K +35 +0.6%
CL
356
Choreo LLC
Illinois
$801K +$123K +939 +19%
KWA
357
Kingswood Wealth Advisors
California
$800K -$9.53K -73 -1%
CSF
358
Capital Squared Financial
Maryland
$767K +$725K +5,553 New
MCI
359
MRP Capital Investments
Georgia
$760K -$303K -2,325 -26%
RWA
360
River Wealth Advisors
Pennsylvania
$752K -$49.6K -380 -7%
CD
361
Chapin Davis
Maryland
$747K – – –
BLFG
362
Brian Low Financial Group
Louisiana
$739K +$699K +5,353 New
LGA
363
Lebenthal Global Advisors
New York
$738K +$48.6K +372 +7%
IWC
364
Integrated Wealth Concepts
Massachusetts
$738K +$52.2K +400 +8%
CFO
365
Callan Family Office
Pennsylvania
$737K -$193K -1,482 -22%
GCC
366
Game Creek Capital
Massachusetts
$725K -$97.9K -750 -13%
BEI
367
Benjamin Edwards Inc
Missouri
$723K +$683K +5,236 New
DADC
368
D.A. Davidson & Co
Montana
$721K +$14.5K +111 +2%
EH
369
Equitable Holdings
New York
$720K -$11.2K -86 -2%
PA
370
Pinnacle Associates
New York
$720K +$22.2K +170 +3%
PCM
371
Penserra Capital Management
California
$715K +$783 +6 +0.1%
JSSH
372
J. Safra Sarasin Holding
$713K – – –
LAM
373
LECAP Asset Management
United Kingdom
$705K +$667K +5,107 New
JFG
374
Jefferies Financial Group
New York
$696K +$657K +5,036 New
CCG
375
Ceeto Capital Group
Florida
$691K – – –
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