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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Ariadne Wealth Management
California
$373K +$2.7K +19 +0.8%
HPBT
502
Hickory Point Bank & Trust
Illinois
$370K – – –
CIA
503
Concurrent Investment Advisors
Florida
$367K +$317K +2,227 New
KCP
504
Kera Capital Partners
California
$365K -$112K -789 -26%
VFA
505
Valeo Financial Advisors
Indiana
$365K +$25K +176 +9%
PWG
506
Portside Wealth Group
Utah
$364K +$88.3K +621 +39%
EH
507
Equitable Holdings
New York
$363K -$424K -2,979 -57%
RDWM
508
Red Door Wealth Management
Tennessee
$363K +$711 +5 +0.2%
FFA
509
Fragasso Financial Advisors
Pennsylvania
$363K +$313K +2,201 New
JTWM
510
Jackson Thornton Wealth Management
Alabama
$358K +$59.2K +416 +24%
MYAM
511
Meiji Yasuda Asset Management
Japan
$358K – – –
HCA
512
Harbour Capital Advisors
Virginia
$355K – – –
LAM
513
LECAP Asset Management
United Kingdom
$353K -$2.53M -17,763 -89%
OFW
514
Omnia Family Wealth
Florida
$348K – – –
CM
515
Cercano Management
Washington
$347K – – –
PTC
516
Private Trust Company
Ohio
$347K – – –
FFA
517
Farther Finance Advisors
California
$346K -$10.8K -76 -3%
OPA
518
Old Port Advisors
Maine
$342K +$5.55K +39 +2%
SI
519
Seeds Investor
New York
$336K -$50.1K -352 -15%
CAG
520
Crestwood Advisors Group
Massachusetts
$334K -$31.9K -224 -10%
SO
521
STRS Ohio
Ohio
$332K -$34.3K -241 -11%
WFI
522
West Family Investments
California
$330K +$285K +2,004 New
AFGAS
523
Allegiance Financial Group Advisory Services
Virginia
$330K +$11.4K +80 +4%
JCM
524
Jacobi Capital Management
Pennsylvania
$322K – – –
DW30
525
Drucker Wealth 3.0
New Jersey
$321K +$277K +1,947 New
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