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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
401
Gratus Wealth Advisors
Virginia
$538K +$20.5K +188 +4%
PA
402
Profund Advisors
Maryland
$534K +$69.3K +637 +18%
DWA
403
Delap Wealth Advisory
Oregon
$533K +$448K +4,117 New
FT
404
Fiduciary Trust
Massachusetts
$527K +$44.6K +410 +11%
CWM
405
Compass Wealth Management
Connecticut
$527K -$13.6K -125 -3%
MS
406
Maven Securities
Jersey
$517K +$435K +4,000 New
Corient Private Wealth
407
Corient Private Wealth
Florida
$505K -$14.6K -134 -3%
BAM
408
Belpointe Asset Management
Nevada
$504K +$18.3K +168 +5%
SCP
409
Stamos Capital Partners
California
$498K -$104K -960 -20%
FIA
410
Foundations Investment Advisors
Arizona
$498K +$419K +3,848 New
PP
411
Paloma Partners
Connecticut
$494K +$415K +3,816 New
EIP
412
Ellis Investment Partners
Pennsylvania
$489K +$190K +1,744 +86%
CW
413
CreativeOne Wealth
Kansas
$488K +$27.5K +253 +7%
MMPW
414
Mitchell McLeod Pugh & Williams
Alabama
$488K
WCA
415
Westover Capital Advisors
Delaware
$479K
SPA
416
Sherbrooke Park Advisers
New York
$476K +$400K +3,680 New
KPWS
417
Kestra Private Wealth Services
Texas
$475K +$56.8K +522 +17%
CB
418
Commerce Bank
Missouri
$471K +$326 +3 +0.1%
HI
419
Handelsinvest Investeringsforvaltning
Denmark
$469K -$205K -1,883 -34%
CCA
420
Childress Capital Advisors
Texas
$468K -$14K -129 -3%
CAPTRUST Financial Advisors
421
CAPTRUST Financial Advisors
North Carolina
$467K -$635K -5,835 -62%
JE
422
JMAC Enterprises
Pennsylvania
$460K
US Bancorp
423
US Bancorp
Minnesota
$460K -$6.2K -57 -2%
OAM
424
Oxford Asset Management
United Kingdom
$457K +$384K +3,529 New
PCM
425
Prelude Capital Management
New York
$448K +$377K +3,464 New