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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$5K
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$4.13K
QCG
203
Quadrant Capital Group
Ohio
$3.29K
FPFS
204
First Personal Financial Services
North Carolina
$3.21K
LC
205
Lindbrook Capital
California
$2.85K
Creative Planning
206
Creative Planning
Kansas
$2.63K +$2.87K +72 New
HI
207
Harbour Investments
Wisconsin
$2.56K
CAM
208
ClariVest Asset Management
California
$2K -$1.28K -32 -40%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$1.75K
CHA
210
Carmichael Hill & Associates
Maryland
$1.61K
JWA
211
JFS Wealth Advisors
Pennsylvania
$1.57K +$439 +11 +34%
First Manhattan
212
First Manhattan
New York
$1.09K
SFG
213
Steward Financial Group
Texas
$1K +$1.92K +48 New
AAP
214
Arax Advisory Partners
Colorado
$994
SIC
215
SJS Investment Consulting
Ohio
$511 +$80 +2 +17%
GWS
216
Glassman Wealth Services
Virginia
$146
TWP
217
TFO Wealth Partners
Ohio
$75
MCM
218
Manchester Capital Management
Vermont
$37
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
219
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.36M -62,500 Closed
AQR Capital Management
220
AQR Capital Management
Connecticut
-$748K -19,842 Closed
DCM
221
Dupont Capital Management
Delaware
-$549K -14,561 Closed
QC
222
Quadrature Capital
United Kingdom
-$331K -8,791 Closed
V
223
Veritable
Delaware
-$260K -6,889 Closed
E
224
Ergoteles
New York
-$206K -5,457 Closed
BSW
225
Buckingham Strategic Wealth
Missouri
-$205K -5,439 Closed