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Five Below
FIVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
401
Belpointe Asset Management
Nevada
$120K +$15K +76 +15%
EWM
402
Endurance Wealth Management
Rhode Island
$119K -$45.5K -231 -28%
PPC
403
Park Place Capital
Alabama
$118K -$12K -61 -10%
OCM
404
Osterweis Capital Management
California
$111K +$107K +541 New
PTC
405
Private Trust Company
Ohio
$93.7K +$41.8K +212 +87%
CTC
406
Central Trust Company
Missouri
$93.3K -$394 -2 -0.4%
ST
407
Sageworth Trust
Pennsylvania
$82.8K +$23.2K +118 +42%
AIC
408
Archer Investment Corporation
Indiana
$79.8K – – –
HFM
409
Harvest Fund Management
China
$75K – – –
STCOSD
410
Sageworth Trust Company of South Dakota
South Dakota
$70.4K – – –
FHA
411
First Horizon Advisors
Tennessee
$68K -$8.47K -43 -12%
CA
412
Clearstead Advisors
Ohio
$63.9K +$61K +310 New
T
413
TOBAM
France
$57K +$54.9K +279 New
GRP
414
Global Retirement Partners
California
$50.9K +$22.6K +115 +79%
NFSG
415
Newbridge Financial Services Group
Florida
$41.6K -$20.5K -104 -34%
CFGS
416
Concourse Financial Group Securities
Alabama
$40.6K -$15.4K -78 -28%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$37.1K +$15K +76 +73%
CFO
418
CVA Family Office
Colorado
$35K – – –
HNB
419
Huntington National Bank
Ohio
$34.4K -$33.1K -168 -50%
TWM
420
Tradition Wealth Management
Minnesota
$33K – – –
RI
421
Ridgewood Investments
New Jersey
$31.3K +$29.9K +152 New
IA
422
IFP Advisors
Florida
$30.8K +$46.9K +238 +123%
CG
423
Cutler Group
California
$30K -$366K -1,860 -93%
SOW
424
State of Wyoming
Wyoming
$28.4K +$788 +4 +3%
RTC
425
Riverview Trust Company
Washington
$23.3K – – –
15 16
17
18 19