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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
526
HM Payson & Co
Maine
$247K -$44.5K -300 -13%
FHC
527
First Heartland Consultants
Missouri
$247K -$29.7K -200 -9%
USCWA
528
U.S. Capital Wealth Advisors
Texas
$244K +$288K +1,940 New
BCM
529
Brookstone Capital Management
Illinois
$244K -$68.2K -459 -19%
HWM
530
HB Wealth Management
Georgia
$243K +$286K +1,926 New
SWP
531
Stratos Wealth Partners
Ohio
$239K +$1.63K +11 +0.6%
JSW
532
Journey Strategic Wealth
New Jersey
$238K +$2.82K +19 +1%
FHB
533
First Hawaiian Bank
Hawaii
$238K -$187K -1,257 -40%
WWM
534
Whalen Wealth Management
Nevada
$236K +$278K +1,870 New
TIA
535
Tiemann Investment Advisors
California
$234K – – –
GLA
536
Great Lakes Advisors
Illinois
$233K -$11.1K -75 -4%
AIA
537
Affinity Investment Advisors
California
$233K +$274K +1,846 New
BP
538
Ballentine Partners
Massachusetts
$232K +$3.86K +26 +1%
CSIC
539
Clifford Swan Investment Counsel
California
$232K – – –
1IA
540
1834 Investment Advisors
Wisconsin
$228K – – –
PGFC
541
Peapack-Gladstone Financial Corp
New Jersey
$227K +$14.8K +100 +6%
MIM
542
Montgomery Investment Management
Maryland
$227K – – –
AWA
543
Aaron Wealth Advisors
Illinois
$224K -$35.5K -239 -12%
TPI
544
Trust Point Inc
Wisconsin
$224K +$1.78K +12 +0.7%
VT
545
Vise Technologies
New York
$223K +$41.6K +280 +19%
1WA
546
180 Wealth Advisors
Washington
$222K -$3.71K -25 -1%
JCM
547
Jacobi Capital Management
Pennsylvania
$222K -$15.6K -105 -6%
TI
548
Tidal Investments
Wisconsin
$221K +$11.9K +80 +5%
QC
549
Quent Capital
New York
$220K – – –
GT
550
Greenleaf Trust
Michigan
$219K +$6.68K +45 +3%
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