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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
476
Everence Capital Management
Indiana
$310K – – –
EAM
477
Eventide Asset Management
Massachusetts
$310K +$308K +2,269 New
PPW
478
Parcion Private Wealth
Washington
$305K +$12.5K +92 +4%
MYAM
479
Meiji Yasuda Asset Management
Japan
$299K -$9.37K -69 -3%
BBVA
480
Banco Bilbao Vizcaya Argentaria
Spain
$287K -$71.9K -530 -20%
OFW
481
Omnia Family Wealth
Florida
$286K – – –
MWM
482
MOKAN Wealth Management
Kansas
$286K +$74.8K +551 +35%
CM
483
Cercano Management
Washington
$285K – – –
MCM
484
Marathon Capital Management
Maryland
$281K +$27.1K +200 +11%
AFCM
485
Applied Finance Capital Management
Puerto Rico
$279K +$11.5K +85 +4%
AFGAS
486
Allegiance Financial Group Advisory Services
Virginia
$276K -$15.9K -117 -5%
CG
487
Caprock Group
Idaho
$275K +$276K +2,033 New
JTWM
488
Jackson Thornton Wealth Management
Alabama
$274K -$16.3K -120 -6%
PWA
489
Pitcairn Wealth Advisors
Pennsylvania
$274K +$275K +2,028 New
ICP
490
Interchange Capital Partners
Pennsylvania
$273K +$274K +2,022 New
PFGIA
491
Patriot Financial Group Insurance Agency
Massachusetts
$271K -$136K -1,000 -33%
VFA
492
Valeo Financial Advisors
Indiana
$270K +$7.33K +54 +3%
MBT
493
Montecito Bank & Trust
California
$270K +$9.1K +67 +3%
MWM
494
Modera Wealth Management
New Jersey
$270K +$15.9K +117 +6%
PA
495
Parallel Advisors
California
$267K +$15.1K +111 +6%
OPA
496
Old Port Advisors
Maine
$267K -$42.2K -311 -14%
FSA
497
Financial Security Advisor
Virginia
$267K -$20.9K -154 -7%
KPWS
498
Kestra Private Wealth Services
Texas
$266K -$69.6K -513 -21%
EHWM
499
Eads & Heald Wealth Management
Georgia
$266K -$1.36K -10 -0.5%
FLPIM
500
F.L. Putnam Investment Management
Massachusetts
$265K +$266K +1,959 New
18 19
20
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