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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
676
Avion Wealth
Texas
$5K +$1.09K +8 +23%
CBT
677
Crews Bank & Trust
Florida
$4.73K – – –
CIA
678
Cape Investment Advisory
Georgia
$4.6K +$4.62K +34 New
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$4.33K +$4.34K +32 New
IAS
680
IMA Advisory Services
Colorado
$4.06K +$4.07K +30 New
GCM
681
Gables Capital Management
Florida
$3.92K – – –
BIA
682
Bell Investment Advisors
California
$3.65K – – –
BFS
683
Bare Financial Services
Pennsylvania
$3.65K +$2.04K +15 +125%
FHC
684
First Horizon Corporation
Tennessee
$3.65K +$3.26K +24 +800%
CPG
685
Cornerstone Planning Group
New Jersey
$3.19K +$2.58K +19 +633%
AA
686
Addison Advisors
Vermont
$3.11K – – –
TBFA
687
Three Bearings Fiduciary Advisors
New Hampshire
$2.75K +$2.58K +19 New
PWMG
688
Private Wealth Management Group
New Jersey
$2.71K – – –
S
689
Sachetta
Massachusetts
$2.57K -$13.6K -100 -84%
RWM
690
Rialto Wealth Management
New York
$2.57K +$136 +1 +6%
SEP
691
Signature Equity Partners
Ohio
$2.57K +$2.58K +19 New
TFA
692
Transamerica Financial Advisors
Florida
$2.5K +$814 +6 +50%
CH
693
Cromwell Holdings
Wyoming
$2.16K – – –
HNB
694
Huntington National Bank
Ohio
$2.03K -$1.9K -14 -48%
GWP
695
Gen-Wealth Partners
Michigan
$2.03K – – –
IWP
696
IAG Wealth Partners
Wisconsin
$2.02K -$32.3K -238 -94%
WA
697
Whipplewood Advisors
Colorado
$1.89K +$1.9K +14 New
AP
698
Aspect Partners
Virginia
$1.76K – – –
TPCW
699
TD Private Client Wealth
New York
$1.76K +$136 +1 +8%
CFM
700
Cornerstone Financial Management
Massachusetts
$1.62K +$1.63K +12 New
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