We are live on ! Find out more
WSFS icon

WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
Mutual Advisors
Nebraska
$258K +$777 +15 +0.3%
AFG
177
Allegheny Financial Group
Pennsylvania
$258K +$777 +15 +0.3%
KeyBank National Association
178
KeyBank National Association
Ohio
$250K -$88.3K -1,703 -26%
Lido Advisors
179
Lido Advisors
California
$241K +$245K +4,727 New
LP
180
LMR Partners
United Kingdom
$237K +$241K +4,645 New
YIH
181
Y-Intercept (HK)
Hong Kong
$235K +$239K +4,615 New
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$231K -$141K -2,728 -38%
JCM
183
Jacobi Capital Management
Pennsylvania
$229K
AWM
184
Affinity Wealth Management
Delaware
$229K
HighTower Advisors
185
HighTower Advisors
Illinois
$229K -$26.3K -508 -10%
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$225K +$229K +4,410 New
Fidelity Investments
187
Fidelity Investments
Massachusetts
$218K +$12.4K +239 +6%
AG
188
Ascent Group
Virginia
$218K
Mariner
189
Mariner
Kansas
$216K +$220K +4,242 New
ST
190
Sageworth Trust
Pennsylvania
$213K -$518K -10,000 -71%
PD
191
Point72 (DIFC)
United Arab Emirates
$213K +$216K +4,170 New
SI
192
Stephens Inc
Arkansas
$209K +$213K +4,101 New
LSA
193
Lansing Street Advisors
Pennsylvania
$207K +$210K +4,056 New
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$205K +$208K +4,016 New
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$202K +$206K +3,969 New
Osaic Holdings
196
Osaic Holdings
Arizona
$165K -$4.72K -91 -3%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$164K +$22.4K +433 +16%
BBPWM
198
Blue Bell Private Wealth Management
Pennsylvania
$154K
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$151K
US Bancorp
200
US Bancorp
Minnesota
$143K