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WSFS Financial
WSFS

Name Holding Trade Value Shares
Change 		Change in
Stake
TM
326
Torren Management
California
$2.42K +$72 +1 +3%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$2.38K – – –
BFG
328
Brandywine Financial Group
Tennessee
$2K – – –
CCMI
329
Creative Capital Management Investments
California
$1.69K +$1.58K +22 New
PWA
330
Physician Wealth Advisors
Utah
$1.15K +$1.07K +15 New
VWA
331
Valued Wealth Advisors
Utah
$1.07K +$1K +14 New
LFG
332
Larson Financial Group
Missouri
$1.07K – – –
BHWM
333
Bay Harbor Wealth Management
Maryland
$1.07K +$143 +2 +17%
CIAS
334
CBIZ Investment Advisory Services
Ohio
$1.07K – – –
C
335
Covestor
United Kingdom
$1K -$16.3K -227 -96%
DPW
336
DiNuzzo Private Wealth
Pennsylvania
$921 – – –
NSIM
337
North Star Investment Management
Illinois
$691 – – –
HIA
338
HFM Investment Advisors
New Jersey
$691 +$287 +4 +80%
PMFA
339
Plante Moran Financial Advisors
Michigan
$691 +$645 +9 New
AW
340
Ankerstar Wealth
Texas
$537 – – –
GWM
341
Gilpin Wealth Management
Colorado
$461 – – –
TWD
342
True Wealth Design
Ohio
$307 -$2.29K -32 -89%
TPCW
343
TD Private Client Wealth
New York
$307 – – –
LI
344
LRI Investments
Florida
$307 +$287 +4 New
SGFG
345
Silver Grove Financial Group
New York
$307 +$287 +4 New
SHIM
346
Stone House Investment Management
Pennsylvania
$230 – – –
DCM
347
Davis Capital Management
Florida
$230 +$215 +3 New
DF
348
DecisionPoint Financial
Arizona
$157 +$143 +2 New
HFS
349
Hughes Financial Services
Virginia
$153 +$143 +2 New
DF
350
Dunhill Financial
United Kingdom
$86 – – –
12 13
14
15 16