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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%