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Five9 Inc

$FIVN

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NewIncreasedMaintainedDecreasedLiquidated
27162
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Hodges Capital Management Inc.03-31-2021Com39,647Decreased-0.100.866,198,000.00-10.45156.33Form 13
Calamos Advisors Llc03-31-2021Com40,939Increased0.820.026,400,000.00-9.64625.40Form 13
Highpoint Advisor Group Llc03-31-2021Common Stock6,295Increased1.450.131,087,000.00-1.00172.68Form 13
Valeo Financial Advisors, Llc03-31-2021Stock88Decreased-28.460.0014,000.00-33.33159.09Form 13
Private Capital Group, Llc03-31-2021Common Stock399Increased16.670.0262,000.003.33155.39Form 13
Paragon Advisors, Llc03-31-2021Com8,288Decreased-0.920.711,296,000.00-10.50156.37Form 13
Phoenix Wealth Advisors03-31-2021Com275Maintained0.000.0445,000.00-6.25163.64Form 13
Huntington National Bank03-31-2021Common Stock192Increased102.110.0030,000.0076.47156.25Form 13
Ballew Advisors, Inc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Clear Street Markets Llc03-31-2021Com3,008New!0.000.10935,000.000.0015,789.81Form 13
Gilbert & Cook, Inc.03-31-2021Com1,778Increased45.500.05278,000.0030.52156.36Form 13
Global Retirement Partners, Llc03-31-2021Com19Increased111.110.003,000.0050.00157.89Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Optimum Investment Advisors03-31-2021Com1,000Decreased-16.670.05156,000.00-25.36156.00Form 13
Juncture Wealth Strategies, Llc03-31-2021Com6,648Decreased-3.400.631,007,000.00-16.08151.47Form 13
Gps Wealth Strategies Group, Llc03-31-2021Common Stock22New!0.000.003,000.000.00136.36Form 13
First Midwest Bank Trust Division03-31-2021Com2,045Decreased-9.470.04320,000.00-18.78156.48Form 13
Next Financial Group, Inc03-31-2021Com1,274Increased31.480.01199,000.0017.75312.78Form 13