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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
201
Lansing Street Advisors
Pennsylvania
$223K
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$222K +$210K +4,038 New
VT
203
Vise Technologies
New York
$220K +$208K +4,008 New
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$220K
CGH
205
Crossmark Global Holdings
Texas
$217K +$205K +3,938 New
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$214K +$202K +3,895 New
Osaic Holdings
207
Osaic Holdings
Arizona
$214K +$40K +770 +25%
JG
208
Jain Global
New York
$204K +$192K +3,700 New
Mackenzie Financial
209
Mackenzie Financial
Ontario, Canada
$204K +$192K +3,700 New
US Bancorp
210
US Bancorp
Minnesota
$188K +$31.7K +610 +22%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$171K
SAM
212
Smartleaf Asset Management
Massachusetts
$168K -$20.6K -396 -12%
BBPWM
213
Blue Bell Private Wealth Management
Pennsylvania
$166K
HCPC
214
Hamilton Capital Partners (Canada)
$155K
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$144K -$571 -11 -0.4%
KBC Group
216
KBC Group
Belgium
$105K -$60.7K -1,168 -38%
BCM
217
Basswood Capital Management
New York
$94.1K -$12.8M -247,038 -99%
GI
218
GAMMA Investing
California
$93.2K -$17.8K -343 -17%
SCM
219
Sterling Capital Management
North Carolina
$86.2K +$29K +558 +55%
PIS
220
POM Investment Strategies
North Carolina
$82.8K
TCOT
221
Trust Company of Toledo
Ohio
$82.5K +$77.9K +1,500 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$79K +$11K +212 +17%
FFA
223
Farther Finance Advisors
California
$68.8K +$55.9K +1,076 +618%
KFI
224
Key Financial Inc
Pennsylvania
$56.6K +$2.6K +50 +5%
SC
225
SouthState Corp
Florida
$55K