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Toll Brothers
TOL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
701
Legacy Wealth Management (Idaho)
Idaho
$1.49K +$814 +6 +120%
KG
702
Kilter Group
New York
$1.49K +$1.49K +11 New
SHIM
703
Stone House Investment Management
Pennsylvania
$1.49K – – –
BHWM
704
Bay Harbor Wealth Management
Maryland
$1.49K +$407 +3 +38%
MCA
705
McGuire Capital Advisors
Oklahoma
$1.49K +$1.49K +11 New
SFS
706
Sunrise Financial Services
Washington
$1.49K +$1.49K +11 New
LWM
707
Lodestone Wealth Management
Washington
$1.36K +$1.36K +10 New
HWM
708
HighMark Wealth Management
Minnesota
$1.36K – – –
AWM
709
Abound Wealth Management
Tennessee
$1.35K – – –
BTI
710
Blue Trust Inc
Georgia
$1.35K – – –
FMP
711
Financial Management Professionals
Texas
$1.35K – – –
W
712
WealthCollab
Washington
$1.22K – – –
FC
713
Financial Consulate
Maryland
$1.22K +$679 +5 +125%
AFC
714
Ares Financial Consulting
California
$1.22K +$1.22K +9 New
AF
715
Advisornet Financial
Minnesota
$1.08K – – –
HIA
716
HFM Investment Advisors
New Jersey
$1.08K – – –
PMAM
717
Picton Mahoney Asset Management
Ontario, Canada
$1.08K – – –
CAL
718
Capital Advisors Ltd
Ohio
$1K – – –
BHWM
719
Beaird Harris Wealth Management
Texas
$947 – – –
ACA
720
American Capital Advisory
Idaho
$947 +$679 +5 +250%
MCM
721
MV Capital Management
Maryland
$812 +$136 +1 +20%
EWP
722
Elevation Wealth Partners
California
$812 +$407 +3 +100%
VWA
723
Valued Wealth Advisors
Utah
$682 – – –
NRG
724
Nemes Rush Group
Michigan
$676 +$679 +5 New
PWA
725
Principia Wealth Advisory
Texas
$676 +$679 +5 New
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