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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
301
Arax Advisory Partners
Colorado
$2.42K -$2.58K -41 -53%
NEWAS
302
N.E.W. Advisory Services
Wisconsin
$2.36K
TWD
303
True Wealth Design
Ohio
$2.36K
JC
304
JCSD Capital
California
$2.29K +$2.21K +35 New
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$2.16K
TM
306
Torren Management
California
$2.06K -$38.1K -604 -95%
QCG
307
Quadrant Capital Group
Ohio
$2.03K
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$2.03K -$252 -4 -11%
BWA
309
Basecamp Wealth Advisors
Washington
$1.83K +$63 +1 +4%
RWM
310
Rialto Wealth Management
New York
$1.64K +$126 +2 +9%
AGWCA
311
Annis Gardner Whiting Capital Advisors
Florida
$1.44K
BFG
312
Brandywine Financial Group
Tennessee
$1.38K
SIC
313
SJS Investment Consulting
Ohio
$1.18K +$567 +9 +100%
CIAS
314
CBIZ Investment Advisory Services
Ohio
$1.07K
LFG
315
Larson Financial Group
Missouri
$916 +$315 +5 +56%
DPW
316
DiNuzzo Private Wealth
Pennsylvania
$786
BHWM
317
Bay Harbor Wealth Management
Maryland
$785 +$378 +6 +100%
NSIM
318
North Star Investment Management
Illinois
$589
AW
319
Ankerstar Wealth
Texas
$458
GWM
320
Gilpin Wealth Management
Colorado
$393 +$315 +5 +500%
HIA
321
HFM Investment Advisors
New Jersey
$327
TPCW
322
TD Private Client Wealth
New York
$262
ASN
323
Advisory Services Network
Georgia
$262 +$252 +4 New
CW
324
Curio Wealth
Maryland
$196 +$189 +3 New
SHIM
325
Stone House Investment Management
Pennsylvania
$196 +$189 +3 New