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Five Below
FIVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
401
SYSTM Wealth Solutions
Illinois
$65.4K +$56.4K +307 New
HWM
402
HighMark Wealth Management
Minnesota
$62.9K – – –
PS
403
Principal Securities
Iowa
$60.5K +$52.1K +284 New
CAS
404
Coppell Advisory Solutions
Texas
$58K -$22.6K -123 -31%
PTC
405
Private Trust Company
Ohio
$55.2K +$4.96K +27 +12%
GRP
406
Global Retirement Partners
California
$53.8K -$1.84K -10 -3%
ASN
407
Advisory Services Network
Georgia
$52.3K -$440K -2,397 -91%
CPG
408
Cornerstone Planning Group
New Jersey
$46.7K – – –
LFA
409
LGT Financial Advisors
Texas
$41.6K – – –
UB
410
UMB Bank
Missouri
$39.4K -$5.14K -28 -13%
NS
411
NBC Securities
Alabama
$39K -$774K -4,214 -96%
PA
412
Parallel Advisors
California
$37.7K +$15.1K +82 +86%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$37.3K +$4.77K +26 +17%
A
414
AlphaQuest
New York
$36.7K +$31.6K +172 New
CFO
415
CVA Family Office
Colorado
$36.2K +$31.2K +170 New
HNB
416
Huntington National Bank
Ohio
$35.6K +$2.57K +14 +9%
CT
417
Colonial Trust
South Carolina
$34.2K – – –
PS
418
Planned Solutions
California
$34.1K +$29.4K +160 New
TWM
419
Tradition Wealth Management
Minnesota
$33K – – –
SVCP
420
Silicon Valley Capital Partners
California
$31.3K +$27K +147 New
VSQM
421
V-Square Quantitative Management
Illinois
$26.2K +$22.6K +123 New
ACA
422
American Capital Advisory
Idaho
$25.2K +$21.7K +118 New
LSA
423
Leonteq Securities AG
Switzerland
$24.5K -$8.81K -48 -29%
ST
424
Smithfield Trust
Pennsylvania
$24K +$9.36K +51 +85%
CFGS
425
Concourse Financial Group Securities
Alabama
$23K -$8.45K -46 -30%
15 16
17
18 19