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Five Below
FIVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Activest Wealth Management
Florida
$12.2K -$9.04K -42 -38%
GSWM
527
Golden State Wealth Management
California
$12K – – –
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$10.6K -$431 -2 -3%
VWA
529
Valued Wealth Advisors
Utah
$10.4K +$7.32K +34 +142%
CA
530
Clearstead Advisors
Ohio
$9.89K -$389K -1,804 -97%
BFP
531
Birchwood Financial Partners
Minnesota
$9.89K -$215 -1 -2%
FHC
532
First Horizon Corporation
Tennessee
$9.17K +$11K +51 New
GKIM
533
GW&K Investment Management
Massachusetts
$9K -$105K -487 -91%
FGA
534
Fortis Group Advisors
New Jersey
$8.99K -$1.5M -6,946 -99%
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$8.63K – – –
KFAS
536
Keating Financial Advisory Services
Kansas
$8.63K – – –
CT
537
Clearstead Trust
Maine
$8.09K – – –
JWM
538
JPL Wealth Management
Colorado
$8.09K +$1.29K +6 +15%
JFA
539
JNBA Financial Advisors
Minnesota
$7.91K – – –
JWA
540
JFS Wealth Advisors
Pennsylvania
$7.91K +$215 +1 +2%
APFP
541
Action Point Financial Planning
Michigan
$7.37K +$9.48K +44 New
BTI
542
Blue Trust Inc
Georgia
$6.47K – – –
AFC
543
Ares Financial Consulting
California
$6.47K – – –
UFPG
544
United Financial Planning Group
New York
$5.93K – – –
WT
545
Whittier Trust
California
$5.64K +$1.72K +8 +33%
SS
546
SBI Securities
Japan
$5.21K +$215 +1 +4%
BAM
547
Byrne Asset Management
New Jersey
$4.85K +$5.82K +27 New
CMA
548
Cedar Mountain Advisors
Oregon
$4.67K – – –
CJ
549
Caitlin John
Michigan
$4.5K – – –
PAP
550
Persistent Asset Partners
Hong Kong
$4.32K +$5.17K +24 New
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