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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
551
Jackson Thornton Wealth Management
Alabama
$246K -$38.2K -260 -13%
JSW
552
Journey Strategic Wealth
New Jersey
$246K +$13.9K +95 +6%
Vontobel Holding
553
Vontobel Holding
Switzerland
$245K -$3.82K -26 -1%
QC
554
Quent Capital
New York
$245K -$3.23K -22 -1%
KCM
555
Kathmere Capital Management
Pennsylvania
$244K +$263K +1,791 New
MWM
556
Modera Wealth Management
New Jersey
$243K -$31.6K -215 -11%
Bessemer Group
557
Bessemer Group
New Jersey
$242K +$11.7K +80 +5%
TW
558
Trajan Wealth
Arizona
$241K -$3.52K -24 -1%
MMA
559
Miracle Mile Advisors
California
$241K -$881 -6 -0.3%
CA
560
Clearstead Advisors
Ohio
$240K -$113K -767 -30%
TPI
561
Trust Point Inc
Wisconsin
$240K +$8.22K +56 +3%
FLPIM
562
F.L. Putnam Investment Management
Massachusetts
$240K -$30K -204 -10%
PCMC
563
Paragon Capital Management (Colorado)
Colorado
$239K -$13.2K -90 -5%
WA
564
Waddell & Associates
Tennessee
$238K -$10.6K -72 -4%
HPC
565
HM Payson & Co
Maine
$237K -$3.67K -25 -1%
TAM
566
Tocqueville Asset Management
New York
$236K +$254K +1,729 New
SRC
567
Sage Rhino Capital
California
$236K +$254K +1,727 New
RBFC
568
Roman Butler Fullerton & Co
Missouri
$236K +$441 +3 +0.2%
PA
569
Profund Advisors
Maryland
$235K -$34.1K -232 -12%
MAM
570
Meeder Asset Management
Ohio
$235K +$242K +1,647 +2,196%
1C
571
111 Capital
France
$235K +$252K +1,719 New
CCM
572
Cinctive Capital Management
New York
$234K -$1.14M -7,752 -82%
AWCI
573
Alpine Woods Capital Investors
New York
$232K
Lido Advisors
574
Lido Advisors
California
$231K +$249K +1,693 New
NWM
575
Northwest Wealth Management
Iowa
$230K