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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$21K +$23.3K +450 New
EWA
202
EverSource Wealth Advisors
Alabama
$18K
TWA
203
TCI Wealth Advisors
Arizona
$18K +$14.1K +273 +265%
EBA
204
Eagle Bay Advisors
New York
$15K -$6.84K -132 -29%
PA
205
Parallel Advisors
California
$15K +$2.8K +54 +21%
CFGS
206
Concourse Financial Group Securities
Alabama
$14K +$15.1K +291 New
ACM
207
Aquatic Capital Management
Illinois
$14K +$15.5K +300 New
VCM
208
Versant Capital Management
Arizona
$11K -$1.61K -31 -12%
AP
209
Arlington Partners
Alabama
$9K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.02K +39 +29%
EIP
211
Ellis Investment Partners
Pennsylvania
$8K +$9.33K +180 New
CFN
212
Cordasco Financial Network
Florida
$6K
LC
213
Lindbrook Capital
California
$5K +$1.24K +24 +29%
S
214
SignatureFD
Georgia
$5K +$1.71K +33 +40%
APA
215
American Portfolios Advisors
New York
$4.43K +$4.92K +95 New
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$3K
PFBT
217
Parkside Financial Bank & Trust
Missouri
$3K +$415 +8 +17%
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$3K +$3.73K +72 New
FPS
219
Fieldpoint Private Securities
Connecticut
$2K -$777 -15 -30%
GWS
220
Glassman Wealth Services
Virginia
$2K +$570 +11 +42%
C
221
Covestor
United Kingdom
$2K +$674 +13 +50%
EI
222
Ellevest Inc
New York
$1K
First Manhattan
223
First Manhattan
New York
$1K
MCM
224
Manchester Capital Management
Vermont
$1K +$52 +1 +5%
SC
225
Schubert & Co
Texas
$1K +$104 +2 +20%