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Five Below

Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
251
Toronto Dominion Bank
Ontario, Canada
$13K +$12.3K +310 New
CFA
252
Carroll Financial Associates
North Carolina
$10K
CFG
253
Citizens Financial Group
Rhode Island
$10K +$9.02K +227 New
LF
254
Lee Financial
Texas
$9K
Creative Planning
255
Creative Planning
Kansas
$9K +$4.89K +123 +145%
RBC
256
Roble Belko & Company
Pennsylvania
$5K
WA
257
Winfield Associates
Ohio
$5K +$4.85K +122 New
IA
258
IFP Advisors
Florida
$4K -$5.45K -137 -62%
JCM
259
Jacobi Capital Management
Pennsylvania
$4K -$1.59K -40 -29%
GRP
260
Global Retirement Partners
California
$4K +$3.3K +83 New
ST
261
Somerset Trust
Pennsylvania
$4K +$3.58K +90 New
ACS
262
Archford Capital Strategies
Illinois
$3K
GAM
263
Gemmer Asset Management
California
$3K
BL
264
Balentine LLC
Georgia
$3K +$2.58K +65 New
WIM
265
Westside Investment Management
California
$2.68K +$2.5K +63 New
TWA
266
TCI Wealth Advisors
Arizona
$2K
PMFA
267
Plante Moran Financial Advisors
Michigan
$2K +$1.99K +50 New
QI
268
QS Investors
New York
$1K
PA
269
Parallel Advisors
California
$1K +$477 +12 New
FANJ
270
Financial Architects (New Jersey)
New Jersey
$1K +$1.03K +26 New
Lord, Abbett & Co
271
Lord, Abbett & Co
New Jersey
-$28.7M -718,113 Closed
NCGI
272
Next Century Growth Investors
Minnesota
-$24.1M -603,322 Closed
HSA
273
Hussman Strategic Advisors
Maryland
-$5.99M -150,000 Closed
American Century Companies
274
American Century Companies
Missouri
-$3.87M -96,885 Closed
Federated Hermes
275
Federated Hermes
Pennsylvania
-$2.6M -65,000 Closed