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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$663 +$657 +12 New
FHA
302
Flagship Harbor Advisors
Massachusetts
$499 +$492 +9 New
SIC
303
SJS Investment Consulting
Ohio
$498 +$55 +1 +13%
LFG
304
Larson Financial Group
Missouri
$497 +$274 +5 +125%
NSIM
305
North Star Investment Management
Illinois
$497 +$492 +9 New
OC
306
Optima Capital
Oregon
$497 +$492 +9 New
AW
307
Ankerstar Wealth
Texas
$387 +$383 +7 New
BHWM
308
Bay Harbor Wealth Management
Maryland
$331 +$109 +2 +50%
HIA
309
HFM Investment Advisors
New Jersey
$277
AWM
310
Abound Wealth Management
Tennessee
$221
TPCW
311
TD Private Client Wealth
New York
$221 +$219 +4 New
DF
312
Dunhill Financial
United Kingdom
$63 +$55 +1 New
MCM
313
Manchester Capital Management
Vermont
$56
TFM
314
TFC Financial Management
Massachusetts
$56
GWM
315
Gilpin Wealth Management
Colorado
$56 +$55 +1 New
Macquarie Group
316
Macquarie Group
Australia
-$206M -3,789,431 Closed
CIP
317
Champlain Investment Partners
Vermont
-$64.4M -1,194,893 Closed
HF
318
HRT Financial
New York
-$1.27M -23,501 Closed
DT
319
Diversified Trust
Tennessee
-$729K -13,520 Closed
HC
320
Henshaw Capital
Massachusetts
-$573K -10,622 Closed
VI
321
Vestcor Inc
New Brunswick, Canada
-$407K -7,553 Closed
IFU
322
iSAM Funds (UK)
United Kingdom
-$332K -6,165 Closed
GCP
323
GSA Capital Partners
United Kingdom
-$325K -6,026 Closed
SA
324
Sanctuary Advisors
Indiana
-$301K -5,579 Closed
State of Wisconsin Investment Board
325
State of Wisconsin Investment Board
Wisconsin
-$295K -5,478 Closed