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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
501
Sovereign Financial Group
Connecticut
$289K +$48.3K +325 +16%
ECM
502
Everence Capital Management
Indiana
$288K +$340K +2,290 New
CFG
503
Cooper Financial Group
California
$288K +$22K +148 +7%
TW
504
Trajan Wealth
Arizona
$281K +$1.49K +10 +0.4%
SS
505
SBI Securities
Japan
$281K +$332K +2,233 New
OWP
506
ORG Wealth Partners
Texas
$274K +$29.8K +201 +10%
OFW
507
Omnia Family Wealth
Florida
$274K -$1.19K -8 -0.4%
HPBT
508
Hickory Point Bank & Trust
Illinois
$272K +$320K +2,156 New
PAS
509
Park Avenue Securities
New York
$270K +$21.7K +146 +7%
SFA
510
Sequoia Financial Advisors
Ohio
$269K -$2.82K -19 -0.9%
MWPCG
511
Measured Wealth Private Client Group
New Hampshire
$267K +$101K +680 +47%
GM
512
GeoWealth Management
Illinois
$266K +$239K +1,611 +320%
FCP
513
Fidelis Capital Partners
Florida
$266K +$300K +2,020 New
CM
514
Cercano Management
Washington
$265K – – –
MBT
515
Montecito Bank & Trust
California
$265K +$88.4K +595 +40%
CAS
516
Coppell Advisory Solutions
Texas
$264K +$179K +1,208 +136%
OPA
517
Old Port Advisors
Maine
$262K +$4.46K +30 +1%
CG
518
Caprock Group
Idaho
$261K -$6.83K -46 -2%
CF
519
Centaurus Financial
California
$257K -$42.8K -288 -12%
EHWM
520
Eads & Heald Wealth Management
Georgia
$256K +$302K +2,034 New
SA
521
Strategic Advisors
New York
$252K – – –
LWM
522
Lionshead Wealth Management
New York
$252K +$297K +1,997 New
IAS
523
Insigneo Advisory Services
Florida
$251K +$13.2K +89 +5%
MAS
524
Meeder Advisory Services
Ohio
$250K +$66.5K +448 +29%
HFM
525
Harvest Fund Management
China
$250K -$678K -4,566 -70%
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