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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$19.3K
BFS
302
Bare Financial Services
Pennsylvania
$19K +$7.45K +104 +72%
EP
303
Essential Partners
California
$16.6K -$34.3K -478 -69%
SPIA
304
Steward Partners Investment Advisory
New York
$15.7K +$14.6K +204 New
AFC
305
Ares Financial Consulting
California
$13.5K
PAP
306
Persistent Asset Partners
Hong Kong
$12.1K +$11.3K +158 New
PTC
307
Private Trust Company
Ohio
$11.4K -$717 -10 -6%
BBHC
308
Brown Brothers Harriman & Co
New York
$10.1K
Vanguard National Trust
309
Vanguard National Trust
Pennsylvania
$9.21K
PWMG
310
Private Wealth Management Group
New Jersey
$8.36K
KFAS
311
Keating Financial Advisory Services
Kansas
$8.21K +$72 +1 +0.9%
FAM
312
Fulcrum Asset Management
United Kingdom
$7.82K +$7.31K +102 New
CFO
313
CVA Family Office
Colorado
$7.44K +$932 +13 +15%
RF
314
Rossby Financial
Florida
$7.14K
APFP
315
Action Point Financial Planning
Michigan
$6.37K +$6.16K +86 New
SIC
316
SJS Investment Consulting
Ohio
$6.29K +$4.59K +64 +356%
WA
317
WPG Advisers
Maryland
$5.83K +$932 +13 +21%
PMAM
318
Picton Mahoney Asset Management
Ontario, Canada
$5.37K +$5.02K +70 New
FFO
319
Fortitude Family Office
Arizona
$4.3K +$143 +2 +4%
HI
320
Harbour Investments
Wisconsin
$4.29K +$72 +1 +2%
JWA
321
JFS Wealth Advisors
Pennsylvania
$4.07K +$430 +6 +13%
RWM
322
Rialto Wealth Management
New York
$2.99K +$1K +14 +56%
BWA
323
Basecamp Wealth Advisors
Washington
$2.99K +$788 +11 +39%
NEWAS
324
N.E.W. Advisory Services
Wisconsin
$2.76K
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$2.53K