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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
601
Prestige Wealth Management Group
New Jersey
$7.53K
DWM
602
Dogwood Wealth Management
Kansas
$7.37K +$6.54K +63 New
HFS
603
Hughes Financial Services
Virginia
$6.29K +$519 +5 +11%
LFA
604
LGT Financial Advisors
Texas
$6.19K
TIM
605
Tortoise Investment Management
New York
$6.05K +$311 +3 +6%
MSFP
606
Mark Sheptoff Financial Planning
Connecticut
$5.71K
DWM
607
Darwin Wealth Management
Florida
$5.65K -$116K -1,121 -96%
GIA
608
GHP Investment Advisors
Colorado
$5.48K
GRP
609
Global Retirement Partners
California
$5.36K +$4.88K +47 New
AIM
610
Anchor Investment Management
South Carolina
$5.14K +$4.67K +45 New
RTL
611
Red Tortoise LLC
Georgia
$4.91K
WA
612
Whipplewood Advisors
Colorado
$4.68K +$3.63K +35 +583%
BGAI
613
Bruce G. Allen Investments
Colorado
$4.34K
CAL
614
Capital Analysts LLC
Pennsylvania
$4K
CBT
615
Crews Bank & Trust
Florida
$4K +$1.04K +10 +40%
BIA
616
Bell Investment Advisors
California
$3.88K +$1.76K +17 +100%
GCM
617
Gables Capital Management
Florida
$3.31K
HBW
618
Hazlett, Burt & Watson
West Virginia
$3K
AW
619
Avion Wealth
Texas
$3K +$104 +1 +3%
HNB
620
Huntington National Bank
Ohio
$2.97K -$4.15K -40 -61%
MBFW
621
Morton Brown Family Wealth
Pennsylvania
$2.85K
FHA
622
First Horizon Advisors
Tennessee
$2.85K +$1.04K +10 +67%
AA
623
Addison Advisors
Vermont
$2.63K +$2.39K +23 New
GC
624
Garde Capital
Washington
$2.28K
PWMG
625
Private Wealth Management Group
New Jersey
$2.28K