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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$240K -$205K -5,776 -48%
FFM
152
Forum Financial Management
Illinois
$240K +$226K +6,361 New
WCA
153
Westover Capital Advisors
Delaware
$231K -$178K -5,000 -45%
PAMS
154
Pictet Asset Management (Switzerland)
Switzerland
$217K -$52.1K -1,465 -20%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$213K -$83.4K -2,347 -30%
CGH
156
Crossmark Global Holdings
Texas
$208K +$169K +4,765 New
AFG
157
Allegheny Financial Group
Pennsylvania
$207K +$889 +25 +0.5%
E
158
Ergoteles
New York
$206K -$811K -22,823 -81%
BSW
159
Buckingham Strategic Wealth
Missouri
$205K -$17.2K -483 -8%
CC
160
Centiva Capital
New York
$200K +$189K +5,306 New
AIP
161
Ameritas Investment Partners
Nebraska
$191K +$8.14K +229 +5%
KBC Group
162
KBC Group
Belgium
$174K -$18.4K -518 -10%
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$127K +$4.02K +113 +3%
BBPWM
164
Blue Bell Private Wealth Management
Pennsylvania
$114K
US Bancorp
165
US Bancorp
Minnesota
$111K -$4.3K -121 -4%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$105K
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$97.7K +$24.3K +685 +36%
MFA
168
McClarren Financial Advisors
Pennsylvania
$95K
Fidelity Investments
169
Fidelity Investments
Massachusetts
$94.9K -$237K -6,673 -73%
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$91.7K +$68.6K +1,931 +385%
HIA
171
Harbor Investment Advisory
Maryland
$63.1K
FHA
172
First Horizon Advisors
Tennessee
$51.4K -$1.99K -56 -4%
GRP
173
Global Retirement Partners
California
$47.8K -$6.18K -174 -12%
SO
174
STRS Ohio
Ohio
$45K +$17.8K +500 +71%
TRCT
175
Tower Research Capital (TRC)
New York
$39K -$58.3K -1,639 -61%