We are live on ! Find out more
TOL icon

Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
501
Concurrent Investment Advisors
Florida
$367K +$317K +2,227 New
KCP
502
Kera Capital Partners
California
$365K -$112K -789 -26%
VFA
503
Valeo Financial Advisors
Indiana
$365K +$25K +176 +9%
PWG
504
Portside Wealth Group
Utah
$364K +$88.3K +621 +39%
EH
505
Equitable Holdings
New York
$363K -$424K -2,979 -57%
RDWM
506
Red Door Wealth Management
Tennessee
$363K +$711 +5 +0.2%
FFA
507
Fragasso Financial Advisors
Pennsylvania
$363K +$313K +2,201 New
JTWM
508
Jackson Thornton Wealth Management
Alabama
$358K +$59.2K +416 +24%
MYAM
509
Meiji Yasuda Asset Management
Japan
$358K – – –
HCA
510
Harbour Capital Advisors
Virginia
$355K – – –
LAM
511
LECAP Asset Management
United Kingdom
$353K -$2.53M -17,763 -89%
OFW
512
Omnia Family Wealth
Florida
$348K – – –
CM
513
Cercano Management
Washington
$347K – – –
PTC
514
Private Trust Company
Ohio
$347K – – –
FFA
515
Farther Finance Advisors
California
$346K -$10.8K -76 -3%
OPA
516
Old Port Advisors
Maine
$342K +$5.55K +39 +2%
SI
517
Seeds Investor
New York
$336K -$50.1K -352 -15%
CAG
518
Crestwood Advisors Group
Massachusetts
$334K -$31.9K -224 -10%
SO
519
STRS Ohio
Ohio
$332K -$34.3K -241 -11%
WFI
520
West Family Investments
California
$330K +$285K +2,004 New
AFGAS
521
Allegiance Financial Group Advisory Services
Virginia
$330K +$11.4K +80 +4%
JCM
522
Jacobi Capital Management
Pennsylvania
$322K – – –
DW30
523
Drucker Wealth 3.0
New Jersey
$321K +$277K +1,947 New
AC
524
AlphaCore Capital
California
$315K -$7.11K -50 -3%
MAM
525
Meeder Asset Management
Ohio
$315K +$26.6K +187 +11%
19 20
21
22 23