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Five Below

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
326
Beaumont Financial Advisors
Massachusetts
$324K
CA
327
Calton & Associates
Florida
$319K -$2.56K -13 -0.8%
ST
328
Somerset Trust
Pennsylvania
$319K +$5.7K +29 +2%
GI
329
GS Investments
Minnesota
$310K
CA
330
Cetera Advisors
Colorado
$307K +$6.49K +33 +2%
HR
331
Hardy Reed
Mississippi
$301K
Vanguard Personalized Indexing Management
332
Vanguard Personalized Indexing Management
California
$299K -$171K -869 -38%
MWM
333
Modera Wealth Management
New Jersey
$298K +$283K +1,439 New
TPCW
334
TD Private Client Wealth
New York
$298K +$33.6K +171 +13%
IIC
335
Integrated Investment Consultants
Michigan
$293K
WA
336
Wealth Alliance
New York
$293K +$6.49K +33 +2%
Wealthfront Advisers
337
Wealthfront Advisers
California
$293K +$15.9K +81 +6%
PFBT
338
Parkside Financial Bank & Trust
Missouri
$289K -$590 -3 -0.2%
RC
339
Roundview Capital
New Jersey
$287K +$273K +1,389 New
CG
340
Cutler Group
California
$275K +$254K +1,291 +3,228%
CCM
341
Conway Capital Management
California
$272K
Creative Planning
342
Creative Planning
Kansas
$272K +$259K +1,315 New
ACM
343
AlphaCrest Capital Management
New York
$269K -$347K -1,762 -58%
EWM
344
Evercore Wealth Management
New York
$262K
BPA
345
Beacon Pointe Advisors
California
$260K +$4.72K +24 +2%
CI
346
Cigna Investments
Connecticut
$259K -$102K -519 -29%
II
347
Inspire Investing
Idaho
$250K +$3.74K +19 +2%
GT
348
Greenleaf Trust
Michigan
$247K -$3.15K -16 -1%
SFG
349
Synergy Financial Group
California
$244K +$232K +1,177 New
CIC
350
Chase Investment Counsel
Virginia
$235K -$22.6K -115 -9%