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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$70.5K +$60.9K +428 New
MAM
652
Morse Asset Management
Connecticut
$69.5K – – –
LWCFA
653
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.7K – – –
OA
654
Operose Advisors
Wisconsin
$65.6K – – –
SAM
655
Smartleaf Asset Management
Massachusetts
$64.6K – – –
DMBA
656
Deseret Mutual Benefit Administrators
Utah
$62.4K – – –
NWM
657
Nova Wealth Management
Florida
$62.1K – – –
SIC
658
SJS Investment Consulting
Ohio
$60.1K +$43.4K +305 +508%
LF
659
LifeSteps Financial
California
$58.7K +$50.6K +356 New
C
660
Covestor
United Kingdom
$53K +$2.7K +19 +6%
APFP
661
Action Point Financial Planning
Michigan
$52.9K +$46.1K +324 New
CJ
662
Caitlin John
Michigan
$52.7K – – –
CFD
663
Creative Financial Designs
Indiana
$51.9K – – –
VSQM
664
V-Square Quantitative Management
Illinois
$51.1K +$44.1K +310 New
CFM
665
Compass Financial Management
Florida
$50.6K +$43.7K +307 New
PFBT
666
Parkside Financial Bank & Trust
Missouri
$50.4K +$9.67K +68 +29%
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$50.2K -$4.55K -32 -9%
BCWM
668
Bartlett & Co Wealth Management
Ohio
$49.6K +$42.7K +300 +30,000%
WAU
669
Wellington-Altus USA
Manitoba, Canada
$48.9K – – –
DPW
670
DiNuzzo Private Wealth
Pennsylvania
$46.1K – – –
AEPWM
671
Atlantic Edge Private Wealth Management
Florida
$41.2K – – –
TSMHT
672
Thurston Springer Miller Herd & Titak
Indiana
$41.2K – – –
FHC
673
First Horizon Corporation
Tennessee
$41K +$28.7K +202 +430%
NS
674
NBC Securities
Alabama
$39K -$142 -1 -0.4%
CFO
675
CVA Family Office
Colorado
$37.4K -$9.53K -67 -23%
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