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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
701
Cherry Tree Wealth Management
Minnesota
$1.39K +$1.63K +11 New
AWM
702
Abound Wealth Management
Tennessee
$1.26K – – –
FMP
703
Financial Management Professionals
Texas
$1.26K – – –
LIS
704
Legacy Investment Solutions
Idaho
$1.24K +$742 +5 +100%
LWMI
705
Legacy Wealth Management (Idaho)
Idaho
$1.24K +$742 +5 +100%
BF
706
BOK Financial
Oklahoma
$1.11K – – –
PWA
707
Principia Wealth Advisory
Texas
$1.01K +$1.19K +8 New
PMAM
708
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
BCMLT
709
Beacon Capital Management LLC (Tennessee)
Tennessee
$882 – – –
RTC
710
Riverview Trust Company
Washington
$882 – – –
GFPC
711
Global Financial Private Client
Florida
$756 +$891 +6 New
WAS
712
Winch Advisory Services
Wisconsin
$756 +$891 +6 New
PWM
713
Parkworth Wealth Management
California
$630 +$742 +5 New
WCM
714
WealthTrak Capital Management
Virginia
$630 +$742 +5 New
AF
715
Advisornet Financial
Minnesota
$252 +$148 +1 +100%
MCM
716
Manchester Capital Management
Vermont
$126 – – –
TFM
717
TFC Financial Management
Massachusetts
$126 – – –
AWM
718
Activest Wealth Management
Florida
$126 +$148 +1 New
HNW
719
High Note Wealth
Minnesota
$126 +$148 +1 New
LWANC
720
Laurel Wealth Advisors (North Carolina)
North Carolina
$126 +$148 +1 New
CM
721
Castleark Management
Illinois
– -$23.6M -152,950 Closed
DCM
722
Driehaus Capital Management
Illinois
– -$23.2M -150,145 Closed
BCM
723
Brightline Capital Management
Florida
– -$15.9M -103,000 Closed
JAM
724
Jupiter Asset Management
United Kingdom
– -$14.3M -92,772 Closed
PD
725
Point72 (DIFC)
United Arab Emirates
– -$6.36M -41,155 Closed
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