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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
CMF
501
Counterpoint Mutual Funds
California
$290K +$17.6K +130 +7%
JSW
502
Journey Strategic Wealth
New Jersey
$289K -$5.97K -44 -2%
JCM
503
Jacobi Capital Management
Pennsylvania
$288K – – –
TIA
504
Tiemann Investment Advisors
California
$287K – – –
CSIC
505
Clifford Swan Investment Counsel
California
$284K – – –
ACM
506
Aster Capital Management
United Arab Emirates
$281K +$247K +1,821 New
BP
507
Ballentine Partners
Massachusetts
$281K -$1.08K -8 -0.4%
1IA
508
1834 Investment Advisors
Wisconsin
$280K – – –
MIM
509
Montgomery Investment Management
Maryland
$278K – – –
1WA
510
180 Wealth Advisors
Washington
$277K -$20.3K -150 -8%
LA
511
LBP AM
France
$275K +$241K +1,780 New
EC
512
EntryPoint Capital
New York
$273K +$240K +1,768 New
TPI
513
Trust Point Inc
Wisconsin
$273K +$239K +1,765 New
QC
514
Quent Capital
New York
$270K – – –
MWM
515
Modera Wealth Management
New Jersey
$270K +$814 +6 +0.3%
AWCI
516
Alpine Woods Capital Investors
New York
$268K +$231K +1,700 New
BFG
517
Bleakley Financial Group
New Jersey
$265K +$233K +1,718 New
DC
518
Davenport & Co
Virginia
$263K +$231K +1,705 New
PGFC
519
Peapack-Gladstone Financial Corp
New Jersey
$263K +$231K +1,700 New
SFCL
520
Strengthening Families & Communities LLC
Massachusetts
$263K – – –
I
521
INVST
Indiana
$262K +$230K +1,697 New
MIM
522
Morningstar Investment Management
Illinois
$262K +$232K +1,708 New
GT
523
Greenleaf Trust
Michigan
$262K +$230K +1,693 New
DWM
524
Darwin Wealth Management
Florida
$261K +$229K +1,691 New
S
525
SignatureFD
Georgia
$258K +$98.7K +728 +77%
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