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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
176
FineMark National Bank & Trust
Florida
$360K
Lido Advisors
177
Lido Advisors
California
$360K +$13.1K +240 +4%
BHCM
178
Brevan Howard Capital Management
Jersey
$350K -$238K -4,342 -41%
EC
179
EntryPoint Capital
New York
$349K +$346K +6,315 New
SO
180
STRS Ohio
Ohio
$348K
MOACM
181
Mutual of America Capital Management
New York
$345K -$1.09K -20 -0.3%
PD
182
Planning Directions
Pennsylvania
$342K +$1.04K +19 +0.3%
Acadian Asset Management
183
Acadian Asset Management
Massachusetts
$338K +$335K +6,122 New
WCA
184
Westover Capital Advisors
Delaware
$338K -$3.83K -70 -1%
DCM
185
DGS Capital Management
New Jersey
$330K +$327K +5,981 New
DS
186
DRW Securities
Illinois
$325K +$322K +5,880 New
JF
187
JMN Financial
Ohio
$323K +$320K +5,844 New
FFM
188
Forum Financial Management
Illinois
$313K -$3.28K -60 -1%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$311K +$80.5K +1,471 +35%
HighTower Advisors
190
HighTower Advisors
Illinois
$311K +$27.2K +497 +10%
BBA
191
BLB&B Advisors
Pennsylvania
$310K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$293K +$120K +2,193 +70%
EFG
193
Ethos Financial Group
Pennsylvania
$290K +$876 +16 +0.3%
AFG
194
Allegheny Financial Group
Pennsylvania
$283K +$876 +16 +0.3%
CMF
195
Counterpoint Mutual Funds
California
$283K +$280K +5,126 New
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$283K +$43.7K +798 +18%
SG
197
Strid Group
Pennsylvania
$282K
MA
198
Mutual Advisors
Nebraska
$281K
KAS
199
Kestra Advisory Services
Texas
$267K +$25.7K +469 +11%
AIP
200
Ameritas Investment Partners
Nebraska
$258K