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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
TPI
526
Trust Point Inc
Wisconsin
$230K -$49.8K -367 -18%
Peapack-Gladstone Financial Corp
527
Peapack-Gladstone Financial Corp
New Jersey
$230K – – –
AWCI
528
Alpine Woods Capital Investors
New York
$230K – – –
SG
529
StoneX Group
New York
$229K +$229K +1,684 New
Alphadyne Asset Management
530
Alphadyne Asset Management
New York
$229K +$230K +1,696 New
Level Four Advisory Services
531
Level Four Advisory Services
Texas
$229K +$20.1K +148 +10%
Bessemer Group
532
Bessemer Group
New Jersey
$229K +$1.36K +10 +0.6%
TSS
533
Two Sigma Securities
New York
$229K +$230K +1,693 New
NWM
534
Northwest Wealth Management
Iowa
$228K -$543 -4 -0.2%
Focus Financial Network
535
Focus Financial Network
Minnesota
$228K – – –
PPWM
536
PFG Private Wealth Management
Florida
$226K +$227K +1,674 New
BWM
537
Baron Wealth Management
Michigan
$226K +$227K +1,671 New
Daymark Wealth Partners
538
Daymark Wealth Partners
Ohio
$226K +$4.75K +35 +2%
Davenport & Co
539
Davenport & Co
Virginia
$225K – – –
Integrated Wealth Concepts
540
Integrated Wealth Concepts
Massachusetts
$224K -$500K -3,686 -69%
OneDigital Investment Advisors
541
OneDigital Investment Advisors
Kansas
$223K +$224K +1,647 New
AlphaCore Capital
542
AlphaCore Capital
California
$216K +$217K +1,595 New
SC
543
Syon Capital
California
$216K +$217K +1,595 New
1IA
544
1834 Investment Advisors
Wisconsin
$214K -$8.14K -60 -4%
PFT
545
Providence First Trust
Arizona
$214K +$215K +1,581 New
William Blair Investment Management
546
William Blair Investment Management
Illinois
$213K -$47.4K -349 -18%
Savant Capital
547
Savant Capital
Illinois
$212K +$212K +1,565 New
DI
548
Diligent Investors
California
$210K +$136 +1 +0.1%
IAS
549
Insigneo Advisory Services
Florida
$208K +$209K +1,538 New
Diversify Wealth Management
550
Diversify Wealth Management
Utah
$207K +$189K +1,394 New