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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
376
Kane Investment Management
California
$778K +$917K +6,174 New
RWA
377
River Wealth Advisors
Pennsylvania
$776K -$13.4K -90 -1%
PRP
378
Peak Retirement Planning
Ohio
$771K +$909K +6,120 New
WF
379
WinCap Financial
Massachusetts
$766K +$903K +6,078 New
NA
380
NewEdge Advisors
Louisiana
$762K +$14.8K +100 +2%
MFG
381
Merit Financial Group
Georgia
$753K +$888K +5,982 New
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$744K +$391K +2,631 +80%
SAI
383
Systematic Alpha Investments
New Jersey
$743K
SAM
384
Storebrand Asset Management
Norway
$741K -$303K -2,043 -26%
KWA
385
Kingswood Wealth Advisors
California
$722K +$348K +2,344 +69%
Corient Private Wealth
386
Corient Private Wealth
Florida
$716K -$190K -1,282 -18%
CL
387
Choreo LLC
Illinois
$716K -$313K -2,105 -27%
LAM
388
L2 Asset Management
Massachusetts
$713K -$1.53M -10,280 -64%
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$712K -$39.2K -264 -4%
WS
390
Wedbush Securities
California
$711K +$108K +730 +15%
GWA
391
Gratus Wealth Advisors
Virginia
$705K -$445 -3 -0.1%
CL
392
CSS LLC
Illinois
$703K -$92.1K -620 -10%
SAM
393
Shell Asset Management
Netherlands
$700K -$742 -5 -0.1%
CW
394
CreativeOne Wealth
Kansas
$699K +$206K +1,387 +33%
US Bancorp
395
US Bancorp
Minnesota
$688K +$274K +1,847 +51%
WAM
396
Weiss Asset Management
Massachusetts
$670K -$4.66M -31,361 -86%
Jones Financial Companies
397
Jones Financial Companies
Missouri
$666K +$314K +2,116 +67%
ECA
398
Elevated Capital Advisors
Utah
$657K -$55.5K -374 -7%
ONST
399
Old North State Trust
North Carolina
$653K +$463K +3,117 +151%
KWM
400
Kingsview Wealth Management
Oregon
$645K -$9.21K -62 -1%