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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
AC
526
AlphaCore Capital
California
$315K -$7.11K -50 -3%
MAM
527
Meeder Asset Management
Ohio
$315K +$26.6K +187 +11%
SA
528
Strategic Advisors
New York
$313K – – –
FSA
529
Financial Security Advisor
Virginia
$306K -$13.5K -95 -5%
CAU
530
Caxton Associates (UK)
$306K +$264K +1,857 New
GT
531
Greenleaf Trust
Michigan
$305K -$21.3K -150 -8%
QPW
532
Quantum Private Wealth
Florida
$304K – – –
CSIC
533
Clifford Swan Investment Counsel
California
$303K – – –
PA
534
Parallel Advisors
California
$302K -$19.1K -134 -7%
IFU
535
iSAM Funds (UK)
United Kingdom
$297K -$474K -3,330 -65%
MG
536
Mather Group
Illinois
$297K +$220K +1,544 +603%
Vontobel Holding
537
Vontobel Holding
Switzerland
$296K – – –
CFG
538
Citizens Financial Group
Rhode Island
$295K +$255K +1,793 New
MWM
539
Modera Wealth Management
New Jersey
$294K – – –
KPWS
540
Kestra Private Wealth Services
Texas
$293K -$12.2K -86 -5%
DWP
541
Daymark Wealth Partners
Ohio
$292K -$28.6K -201 -10%
Bessemer Group
542
Bessemer Group
New Jersey
$291K – – –
TAM
543
Tocqueville Asset Management
New York
$291K +$5.26K +37 +2%
PA
544
Profund Advisors
Maryland
$291K +$5.97K +42 +2%
WA
545
Waddell & Associates
Tennessee
$289K +$1.42K +10 +0.6%
EHWM
546
Eads & Heald Wealth Management
Georgia
$287K -$9.53K -67 -4%
WPC
547
Wedmont Private Capital
Pennsylvania
$287K +$273K +1,918 New
SRC
548
Sage Rhino Capital
California
$286K +$1.56K +11 +0.6%
HPC
549
HM Payson & Co
Maine
$286K – – –
PCMC
550
Paragon Capital Management (Colorado)
Colorado
$282K -$5.55K -39 -2%