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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Paulson Wealth Management
Illinois
$226K +$198K +1,461 New
B
552
Bailard
California
$226K +$198K +1,460 New
HIS
553
Harvest Investment Services
Illinois
$224K -$166K -1,226 -46%
FHC
554
First Heartland Consultants
Missouri
$224K +$33.4K +246 +13%
PS
555
Planned Solutions
California
$223K +$196K +1,444 New
MWPCG
556
Measured Wealth Private Client Group
New Hampshire
$222K +$195K +1,440 New
FLPIM
557
F.L. Putnam Investment Management
Massachusetts
$222K +$195K +1,440 New
Capstone Investment Advisors
558
Capstone Investment Advisors
New York
$220K -$202K -1,486 -51%
LOAMU
559
Lombard Odier Asset Management (USA)
New York
$218K +$191K +1,412 New
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$217K +$191K +1,407 New
DC
561
Diametric Capital
Massachusetts
$216K +$190K +1,400 New
CWA
562
Clarus Wealth Advisors
Arizona
$215K +$193K +1,426 New
GI
563
GAMMA Investing
California
$211K +$39.9K +294 +27%
CAG
564
Csenge Advisory Group
Florida
$210K +$190K +1,404 New
FP
565
Foundry Partners
Minnesota
$210K +$185K +1,361 New
VC
566
Vicus Capital
Pennsylvania
$209K +$183K +1,351 New
PIA
567
Panoramic Investment Advisors
Colorado
$209K +$183K +1,350 New
WWP
568
WR Wealth Planners
Missouri
$208K
PP
569
Patten & Patten
Tennessee
$208K +$182K +1,345 New
ONB
570
Old National Bancorp
Indiana
$207K +$182K +1,341 New
KIC
571
Kensington Investment Counsel
California
$207K +$182K +1,340 New
STA
572
Summit Trail Advisors
New York
$206K +$181K +1,334 New
KA
573
KLCM Advisors
Wisconsin
$205K +$180K +1,326 New
EWA
574
EP Wealth Advisors
California
$204K +$180K +1,324 New
DI
575
Diligent Investors
California
$201K +$177K +1,302 New