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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Private Trust Company
Ohio
$4.1K -$5.05K -110 -50%
VCM
202
Versant Capital Management
Arizona
$3.67K -$4.13K -90 -48%
FPFS
203
First Personal Financial Services
North Carolina
$3.31K
RMC
204
Resources Management Corp
Connecticut
$3K -$634K -13,820 -99%
LC
205
Lindbrook Capital
California
$2.93K
BAM
206
Belpointe Asset Management
Nevada
$2.82K -$14.9K -325 -81%
IAIM
207
International Assets Investment Management
Florida
$2.75K +$3.35K +73 New
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$2.71K
HI
209
Harbour Investments
Wisconsin
$2.63K
EI
210
Ellevest Inc
New York
$1.88K -$1.24K -27 -35%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.8K
CHA
212
Carmichael Hill & Associates
Maryland
$1.66K
JWA
213
JFS Wealth Advisors
Pennsylvania
$1.58K +$92 +2 +5%
QCG
214
Quadrant Capital Group
Ohio
$1.5K -$2.85K -62 -61%
First Manhattan
215
First Manhattan
New York
$1.13K
CAM
216
ClariVest Asset Management
California
$1K
S
217
SignatureFD
Georgia
$978
SC
218
Schubert & Co
Texas
$828 -$1.28K -28 -56%
EWA
219
EverSource Wealth Advisors
Alabama
$527 -$5.19K -113 -89%
SIC
220
SJS Investment Consulting
Ohio
$452 -$184 -4 -25%
DI
221
Disciplined Investments
Oklahoma
$451 +$92 +2 +20%
GWS
222
Glassman Wealth Services
Virginia
$150
TWP
223
TFO Wealth Partners
Ohio
$75
MCM
224
Manchester Capital Management
Vermont
$38
HF
225
HRT Financial
New York
-$2.37M -52,164 Closed