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Toll Brothers

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
751
Bell Investment Advisors
California
$4.45K – – –
DWM
752
Darwin Wealth Management
Florida
$3.69K +$142 +1 +5%
PWS
753
Peterson Wealth Services
Utah
$3.63K +$3.13K +22 New
CPG
754
Cornerstone Planning Group
New Jersey
$3.58K – – –
VWA
755
Valued Wealth Advisors
Utah
$3.47K – – –
S
756
Sachetta
Massachusetts
$3.46K -$2.99K -21 -50%
SEP
757
Signature Equity Partners
Ohio
$3.29K +$142 +1 +5%
TBFA
758
Three Bearings Fiduciary Advisors
New Hampshire
$3.13K – – –
WBWA
759
William B. Walkup & Associates
South Carolina
$3.13K +$2.7K +19 New
RWPA
760
Richard W. Paul & Associates
Michigan
$2.97K +$2.56K +18 New
MNA
761
Manning & Napier Advisors
New York
$2.8K +$2.42K +17 New
HIA
762
HFM Investment Advisors
New Jersey
$2.8K +$1.28K +9 +113%
LAS
763
Lloyd Advisory Services
Georgia
$2.8K +$2.42K +17 New
GWP
764
Gen-Wealth Partners
Michigan
$2.47K – – –
IWP
765
IAG Wealth Partners
Wisconsin
$2.46K – – –
W
766
WealthCollab
Washington
$2.31K +$711 +5 +56%
IAIM
767
International Assets Investment Management
Florida
$2.2K -$5.69K -40 -74%
BTI
768
Blue Trust Inc
Georgia
$2.15K +$427 +3 +30%
SVCP
769
Silicon Valley Capital Partners
California
$2.15K – – –
CFM
770
Cornerstone Financial Management
Massachusetts
$1.98K – – –
Kayne Anderson Rudnick Investment Management
771
Kayne Anderson Rudnick Investment Management
California
$1.93K – – –
KG
772
Kilter Group
New York
$1.81K – – –
SHIM
773
Stone House Investment Management
Pennsylvania
$1.81K – – –
SFS
774
Sunrise Financial Services
Washington
$1.81K – – –
PS
775
Planning Strategies
Pennsylvania
$1.81K +$1.56K +11 New