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Five Below

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evercore Wealth Management
New York
– -$217K -1,194 Closed
OIA
552
OneDigital Investment Advisors
Kansas
– -$214K -1,182 Closed
CCG
553
Catalina Capital Group
California
– -$211K -1,165 Closed
CCM
554
CAAS Capital Management
New York
– -$200K -1,100 Closed
GIS
555
Grayhawk Investment Strategies
Alberta, Canada
– -$77.8K -429 Closed
SI
556
Stephens Inc
Arkansas
– -$68.7K -379 Closed
ZB
557
Zions Bancorporation
Utah
– -$55.3K -305 Closed
SWS
558
SYSTM Wealth Solutions
Illinois
– -$49K -270 Closed
CFO
559
CVA Family Office
Colorado
– -$30.8K -170 Closed
FIM
560
Fernwood Investment Management
Massachusetts
– -$27K -149 Closed
WR
561
WD Rutherford
Oregon
– -$22.7K -125 Closed
VSQM
562
V-Square Quantitative Management
Illinois
– -$22.3K -123 Closed
BBHC
563
Brown Brothers Harriman & Co
New York
– -$18.1K -100 Closed
SS
564
Sunbelt Securities
Texas
– -$6.35K -35 Closed
Amundi
565
Amundi
France
– -$5.02K -33 Closed
IBOK
566
Independence Bank of Kentucky
Kentucky
– -$4.54K -25 Closed
VNA
567
Valley National Advisers
Pennsylvania
– -$2K -15 Closed
IFAM
568
Institutional & Family Asset Management
Colorado
– -$1.09K -6 Closed
SC
569
SouthState Corp
Florida
– -$1.09K -6 Closed
PWMG
570
Prestige Wealth Management Group
New Jersey
– -$363 -2 Closed
TWP
571
TFO Wealth Partners
Ohio
– -$181 -1 Closed
FMP
572
Financial Management Professionals
Texas
– +$138 +1 New
AW
573
Avion Wealth
Texas
– +$554 +4 +133%
MFA
574
McClarren Financial Advisors
Pennsylvania
– +$14.8K +107 +10,700%