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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
HIS
401
Harvest Investment Services
Illinois
$535K +$506K +3,874 New
KRW
402
Kaufman Rossin Wealth
Florida
$533K +$11.2K +86 +2%
EIP
403
Ellis Investment Partners
Pennsylvania
$531K +$653 +5 +0.1%
YIH
404
Y-Intercept (HK)
Hong Kong
$530K +$501K +3,838 New
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$520K +$64.4K +493 +15%
SFG
406
Sovereign Financial Group
Connecticut
$519K -$522 -4 -0.1%
VT
407
Vise Technologies
New York
$515K +$47.5K +364 +11%
Fuller & Thaler Asset Management
408
Fuller & Thaler Asset Management
California
$514K
WCA
409
Westover Capital Advisors
Delaware
$511K
FTWA
410
Fifth Third Wealth Advisors
Ohio
$509K +$4.31K +33 +0.9%
RCM
411
Requisite Capital Management
Texas
$506K +$478K +3,663 New
CFG
412
Citizens Financial Group
Rhode Island
$504K +$476K +3,645 New
FFM
413
Forum Financial Management
Illinois
$499K +$32.6K +250 +7%
OTL
414
Oak Thistle LLC
New York
$498K +$95.9K +735 +26%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$492K -$78.5K -601 -14%
GC
416
Guggenheim Capital
Illinois
$489K -$2.61K -20 -0.6%
SCM
417
Shelton Capital Management
Colorado
$489K
MC
418
Machina Capital
France
$487K +$460K +3,525 New
GCM
419
Greenland Capital Management
New York
$473K -$22.6K -173 -5%
EWA
420
EverSource Wealth Advisors
Alabama
$473K +$36.5K +280 +9%
DTL
421
Dynamic Technology Lab
Singapore
$470K -$1.23M -9,405 -73%
LIM
422
Leavell Investment Management
Alabama
$470K +$52.2K +400 +13%
CA
423
Clearstead Advisors
Ohio
$469K +$25.7K +197 +6%
N
424
Natixis
France
$469K +$315K +2,415 +246%
CJ
425
Caitlin John
Michigan
$467K +$36.3K +278 +9%