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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
701
International Assets Investment Management
Florida
$7.42K -$1.61K -11 -17%
TIAA Trust, National Association
702
TIAA Trust, National Association
North Carolina
$7.37K +$7.93K +54 New
MSFP
703
Mark Sheptoff Financial Planning
Connecticut
$6.86K – – –
HFS
704
Hughes Financial Services
Virginia
$6.82K – – –
BWL
705
Bogart Wealth LLC
Virginia
$6.55K -$734 -5 -9%
GIA
706
GHP Investment Advisors
Colorado
$6.55K – – –
KFAS
707
Keating Financial Advisory Services
Kansas
$6.41K -$147 -1 -2%
FHC
708
First Horizon Corporation
Tennessee
$6.41K +$2.94K +20 +74%
EI
709
EFG International
$6.41K +$6.9K +47 New
FWM
710
Focused Wealth Management
New York
$6.41K +$6.9K +47 New
HNW
711
High Note Wealth
Minnesota
$6.28K – – –
HNB
712
Huntington National Bank
Ohio
$6.28K +$4.55K +31 +207%
AIM
713
Anchor Investment Management
South Carolina
$6.17K – – –
AW
714
Avion Wealth
Texas
$6K +$441 +3 +7%
RWS
715
Retirement Wealth Solutions
Wisconsin
$5.87K +$294 +2 +5%
PGAM
716
Princeton Global Asset Management
New Jersey
$5.87K – – –
RTL
717
Red Tortoise LLC
Georgia
$5.87K – – –
S
718
Sachetta
Massachusetts
$5.73K +$3.38K +23 +121%
BGAI
719
Bruce G. Allen Investments
Colorado
$5.19K – – –
TFA
720
Transamerica Financial Advisors
Florida
$5.18K +$2.94K +20 +111%
HBW
721
Hazlett, Burt & Watson
West Virginia
$5K -$6.02K -41 -54%
PWPS
722
Pinnacle Wealth Planning Services
Ohio
$4.91K +$587 +4 +13%
CBT
723
Crews Bank & Trust
Florida
$4.78K – – –
WETS
724
Wealth Enhancement Trust Services
South Dakota
$4.74K +$5.14K +35 New
BFS
725
Bare Financial Services
Pennsylvania
$4.23K +$587 +4 +15%