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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
551
Aaron Wealth Advisors
Illinois
$282K -$404K -2,841 -62%
ASA
552
Axxion S.A.
Luxembourg
$282K +$243K +1,710 New
TIA
553
Tiemann Investment Advisors
California
$281K -$28.4K -200 -10%
AWCI
554
Alpine Woods Capital Investors
New York
$280K – – –
WMP
555
Wealth Management Partners
Arizona
$280K +$242K +1,700 New
BPAMU
556
BTG Pactual Asset Management US
New York
$278K +$240K +1,690 New
NWM
557
Northwest Wealth Management
Iowa
$278K – – –
LCM
558
Lazari Capital Management
California
$278K +$24.6K +173 +11%
WS
559
Wedbush Securities
California
$277K -$25.6K -180 -10%
RL
560
Ruffer LLP
United Kingdom
$277K -$34.4K -242 -13%
DC
561
Davenport & Co
Virginia
$276K – – –
MBT
562
Montecito Bank & Trust
California
$275K -$19.2K -135 -7%
TW
563
Trajan Wealth
Arizona
$275K -$13.9K -98 -6%
TPI
564
Trust Point Inc
Wisconsin
$274K -$13.1K -92 -5%
MWM
565
Maridea Wealth Management
New York
$273K +$236K +1,659 New
SAM
566
Sagewood Asset Management
New York
$271K +$234K +1,644 New
FLPIM
567
F.L. Putnam Investment Management
Massachusetts
$270K -$16.2K -114 -6%
SWP
568
Sagespring Wealth Partners
Tennessee
$269K +$233K +1,635 New
William Blair Investment Management
569
William Blair Investment Management
Illinois
$269K +$2.56K +18 +1%
AFCM
570
Applied Finance Capital Management
Puerto Rico
$268K +$231K +1,625 New
FBT
571
First Bank & Trust
South Dakota
$266K +$230K +1,615 New
WIM
572
WealthPlan Investment Management
Nebraska
$266K +$229K +1,612 New
ECA
573
Elevated Capital Advisors
Utah
$265K -$185K -1,300 -45%
PGFC
574
Peapack-Gladstone Financial Corp
New Jersey
$264K – – –
1IA
575
1834 Investment Advisors
Wisconsin
$261K – – –