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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
451
Western Wealth Management
Colorado
$359K +$9.23K +68 +3%
HI
452
Harbour Investments
Wisconsin
$356K +$3.8K +28 +1%
EW
453
Evoke Wealth
California
$353K -$11K -81 -3%
BAAM
454
Baker Avenue Asset Management
California
$349K +$133K +977 +61%
ETC
455
Exchange Traded Concepts
Oklahoma
$348K +$350K +2,575 New
CB
456
Commerce Bank
Missouri
$344K -$407 -3 -0.1%
AWM
457
Ariadne Wealth Management
California
$342K -$25.9K -191 -8%
FCP
458
Fidelis Capital Partners
Florida
$342K +$2.99K +22 +0.9%
CA
459
Clearstead Advisors
Ohio
$342K -$118K -870 -26%
NP
460
Nilsine Partners
Colorado
$340K +$20.4K +150 +6%
IFWM
461
Institute for Wealth Management
Colorado
$338K – – –
PAS
462
Park Avenue Securities
New York
$338K +$5.29K +39 +2%
LTM
463
Lotus Technology Management
Florida
$337K +$338K +2,491 New
RA
464
RFG Advisory
Alabama
$337K +$20.2K +149 +6%
DI
465
Disciplined Investors
Texas
$334K -$40.7K -300 -11%
SI
466
Seeds Investor
New York
$328K +$38K +280 +13%
LNWTC
467
Laird Norton Wetherby Trust Company
Washington
$323K +$324K +2,385 New
FFA
468
Farther Finance Advisors
California
$322K +$77.8K +573 +32%
HCA
469
Harbour Capital Advisors
Virginia
$322K – – –
AWA
470
Arkadios Wealth Advisors
Georgia
$316K +$318K +2,341 New
PFPG
471
Pinnacle Financial Partners (Georgia)
Georgia
$313K +$315K +2,318 New
BP
472
Ballentine Partners
Massachusetts
$313K -$271 -2 -0.1%
PTC
473
Private Trust Company
Ohio
$312K – – –
SO
474
STRS Ohio
Ohio
$311K -$5.29K -39 -2%
HPBT
475
Hickory Point Bank & Trust
Illinois
$310K – – –
17 18
19
20 21