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Five Below
FIVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
251
Carroll Financial Associates
North Carolina
$12K – – –
LF
252
Lee Financial
Texas
$12K – – –
RA
253
Royce & Associates
New York
$11K +$9.45K +193 New
FANJ
254
Financial Architects (New Jersey)
New Jersey
$10K -$5.83K -119 -40%
MFW
255
Mosaic Family Wealth
Missouri
$7K +$5.87K +120 New
JCM
256
Jacobi Capital Management
Pennsylvania
$6K – – –
RBC
257
Roble Belko & Company
Pennsylvania
$6K – – –
WA
258
Winfield Associates
Ohio
$6K – – –
FPF
259
FNY Partners Fund
New York
$5K -$93K -1,900 -95%
RIA
260
RPG Investment Advisory
California
$5K – – –
BL
261
Balentine LLC
Georgia
$4K – – –
GAM
262
Gemmer Asset Management
California
$4K – – –
TWA
263
TCI Wealth Advisors
Arizona
$4K – – –
VCM
264
Versant Capital Management
Arizona
$3K -$9.84K -201 -79%
GRP
265
Global Retirement Partners
California
$3K – – –
LWA
266
Lenox Wealth Advisors
New York
$3K +$2.69K +55 New
WIM
267
Westside Investment Management
California
$2.37K – – –
HMS
268
Hanseatic Management Services
New Mexico
$2K – – –
BTIS
269
BB&T Investment Services
North Carolina
$2K +$1.66K +34 New
SFSIG
270
San Francisco Sentry Investment Group
California
$2K +$1.66K +34 New
VFA
271
Valeo Financial Advisors
Indiana
$2K +$1.76K +36 New
QI
272
QS Investors
New York
$1K – – –
LWCFA
273
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$930 +19 New
TDC
274
Thompson Davis & Co
Virginia
$1K +$930 +19 New
EGM
275
Engineers Gate Manager
New York
– -$5.54M -112,210 Closed
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