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Five Below
FIVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
526
Golden State Wealth Management
California
$12K – – –
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$10.6K -$431 -2 -3%
VWA
528
Valued Wealth Advisors
Utah
$10.4K +$7.32K +34 +142%
CA
529
Clearstead Advisors
Ohio
$9.89K -$389K -1,804 -97%
BFP
530
Birchwood Financial Partners
Minnesota
$9.89K -$215 -1 -2%
FHC
531
First Horizon Corporation
Tennessee
$9.17K +$11K +51 New
GKIM
532
GW&K Investment Management
Massachusetts
$9K -$105K -487 -91%
FGA
533
Fortis Group Advisors
New Jersey
$8.99K -$1.5M -6,946 -99%
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$8.63K – – –
KFAS
535
Keating Financial Advisory Services
Kansas
$8.63K – – –
CT
536
Clearstead Trust
Maine
$8.09K – – –
JWM
537
JPL Wealth Management
Colorado
$8.09K +$1.29K +6 +15%
JFA
538
JNBA Financial Advisors
Minnesota
$7.91K – – –
JWA
539
JFS Wealth Advisors
Pennsylvania
$7.91K +$215 +1 +2%
APFP
540
Action Point Financial Planning
Michigan
$7.37K +$9.48K +44 New
BTI
541
Blue Trust Inc
Georgia
$6.47K – – –
AFC
542
Ares Financial Consulting
California
$6.47K – – –
UFPG
543
United Financial Planning Group
New York
$5.93K – – –
WT
544
Whittier Trust
California
$5.64K +$1.72K +8 +33%
SS
545
SBI Securities
Japan
$5.21K +$215 +1 +4%
BAM
546
Byrne Asset Management
New Jersey
$4.85K +$5.82K +27 New
CMA
547
Cedar Mountain Advisors
Oregon
$4.67K – – –
CJ
548
Caitlin John
Michigan
$4.5K – – –
PAP
549
Persistent Asset Partners
Hong Kong
$4.32K +$5.17K +24 New
HI
550
Harbour Investments
Wisconsin
$4.17K – – –
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