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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
401
Vontobel Holding
Switzerland
$366K +$297K +3,565 New
JE
402
JMAC Enterprises
Pennsylvania
$366K
P
403
Pitcairn
Pennsylvania
$365K +$2.83K +34 +1%
AMR
404
Asset Management Resources
Massachusetts
$365K -$127K -1,526 -30%
CW
405
CreativeOne Wealth
Kansas
$362K +$293K +3,518 New
PA
406
Profund Advisors
Maryland
$359K +$43.7K +525 +18%
HPC
407
HM Payson & Co
Maine
$345K -$58.3K -700 -17%
FFM
408
Forum Financial Management
Illinois
$345K
UFF
409
USA Financial Formulas
Michigan
$342K +$167K +2,002 +151%
EDRIA
410
Edmonds Duncan Registered Investment Advisors
Kansas
$334K +$667 +8 +0.2%
DFCM
411
Dark Forest Capital Management
Puerto Rico
$332K -$1.42M -17,065 -84%
EGM
412
Engineers Gate Manager
New York
$328K -$1.29M -15,530 -83%
KPWS
413
Kestra Private Wealth Services
Texas
$324K +$263K +3,152 New
MCA
414
Martin Capital Advisors
Texas
$314K +$20.9K +251 +9%
CIBC Asset Management
415
CIBC Asset Management
Ontario, Canada
$311K
AT
416
Arlington Trust
Alabama
$308K +$250K +3,000 New
LIM
417
Leavell Investment Management
Alabama
$308K +$250K +3,000 New
PTC
418
Petrus Trust Company
Texas
$305K -$214K -2,566 -46%
UCFA
419
United Capital Financial Advisors
Texas
$298K +$241K +2,895 New
AT
420
Arden Trust
Delaware
$295K
1IA
421
1834 Investment Advisors
Wisconsin
$283K -$40.4K -485 -15%
PCMC
422
Paragon Capital Management (Colorado)
Colorado
$277K -$57.7K -693 -20%
LGA
423
Lebenthal Global Advisors
New York
$272K +$220K +2,646 New
CFG
424
Cooper Financial Group
California
$269K -$56.9K -683 -21%
RA
425
RFG Advisory
Alabama
$269K -$703K -8,433 -76%