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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
376
Level Four Advisory Services
Texas
$676K +$21.1K +194 +3%
CMF
377
Counterpoint Mutual Funds
California
$673K +$566K +5,199 New
ProShare Advisors
378
ProShare Advisors
Maryland
$658K -$61.7K -567 -10%
CT
379
ClearAlpha Technologies
Connecticut
$654K -$527K -4,839 -49%
SAM
380
Shell Asset Management
Netherlands
$650K +$137K +1,257 +29%
CCG
381
Ceeto Capital Group
Florida
$647K
FC
382
Forte Capital
New York
$644K +$542K +4,980 New
KFI
383
Key Financial Inc
Pennsylvania
$630K
AI
384
Atom Investors
Texas
$630K +$530K +4,870 New
FIM
385
Freedom Investment Management
Connecticut
$625K -$208K -1,914 -28%
SCM
386
Shelton Capital Management
Colorado
$600K -$9.25K -85 -2%
KWM
387
Kingsview Wealth Management
Oregon
$599K +$504K +4,631 New
TFS
388
Thoroughbred Financial Services
Tennessee
$598K +$20.9K +192 +4%
NIP
389
Nicholas Investment Partners
California
$597K +$502K +4,611 New
OAM
390
Oak Asset Management
California
$595K
AIM
391
Aigen Investment Management
New York
$584K +$228K +2,092 +86%
CIA
392
Concurrent Investment Advisors
Florida
$583K +$490K +4,505 New
TCA
393
Transcend Capital Advisors
New Jersey
$582K +$272K +2,500 +125%
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$581K +$488K +4,484 New
TSS
395
Two Sigma Securities
New York
$577K -$371K -3,408 -43%
CIS
396
Custom Index Systems
New York
$566K -$41K -377 -8%
Brown Advisory
397
Brown Advisory
Maryland
$564K +$70K +643 +17%
N
398
Natixis
France
$553K -$2.03M -18,667 -81%
FTDI
399
First Trust Direct Indexing
Massachusetts
$546K -$15.2K -140 -3%
CT
400
Caldwell Trust
Florida
$542K +$207K +1,899 +83%