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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Bailard
California
$772K +$744K +11,800 New
UF
152
Univest Financial
Pennsylvania
$760K
SCA
153
Sippican Capital Advisors
Massachusetts
$726K +$28.4K +451 +4%
Marshall Wace
154
Marshall Wace
United Kingdom
$700K +$674K +10,700 New
MWM
155
Modera Wealth Management
New Jersey
$669K -$315 -5 -0%
P
156
&Partners
Tennessee
$653K -$3.4K -54 -0.5%
IIM
157
Ironwood Investment Management
Massachusetts
$607K
VOYA Investment Management
158
VOYA Investment Management
Georgia
$602K -$49K -778 -8%
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$586K +$57.3K +909 +11%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$570K +$214K +3,401 +64%
BMCM
161
Bryn Mawr Capital Management
Pennsylvania
$567K -$558K -8,846 -51%
EH
162
Equitable Holdings
New York
$566K +$1.45K +23 +0.2%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$563K
Voloridge Investment Management
164
Voloridge Investment Management
Florida
$549K -$2.03M -32,174 -79%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$546K +$515K +8,174 +1,875%
ProShare Advisors
166
ProShare Advisors
Maryland
$544K -$161K -2,558 -24%
Lido Advisors
167
Lido Advisors
California
$540K +$102K +1,624 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
168
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$529K -$2.64M -41,934 -84%
AA
169
ALPS Advisors
Colorado
$517K +$498K +7,900 New
PVI
170
Pine Valley Investments
New Jersey
$511K +$6.75K +107 +1%
MSRPS
171
Maryland State Retirement & Pension System
Maryland
$508K -$17.8K -282 -4%
Vanguard Personalized Indexing Management
172
Vanguard Personalized Indexing Management
California
$487K +$49.9K +791 +12%
Stifel Financial
173
Stifel Financial
Missouri
$480K +$378 +6 +0.1%
DCM
174
DGS Capital Management
New Jersey
$468K +$74.1K +1,175 +20%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$458K -$16.1K -256 -4%