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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VT
201
Vise Technologies
New York
$252K +$250K +4,567 New
HCPC
202
Hamilton Capital Partners (Canada)
$249K +$92.5K +1,690 +60%
JCM
203
Jacobi Capital Management
Pennsylvania
$249K
AWM
204
Affinity Wealth Management
Delaware
$246K
X
205
Xponance
Pennsylvania
$245K +$1.86K +34 +0.8%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$241K +$27.9K +510 +13%
AG
207
Ascent Group
Virginia
$239K +$1.31K +24 +0.6%
Truist Financial
208
Truist Financial
North Carolina
$238K
VF
209
Virtu Financial
New York
$237K +$234K +4,283 New
WAM
210
Weiss Asset Management
Massachusetts
$235K +$233K +4,257 New
PA
211
Prosperity Advisers
Pennsylvania
$227K +$225K +4,112 New
SI
212
Stephens Inc
Arkansas
$227K
LSA
213
Lansing Street Advisors
Pennsylvania
$225K +$711 +13 +0.3%
Ensign Peak Advisors
214
Ensign Peak Advisors
Utah
$224K -$446K -8,150 -67%
PWPS
215
Pinnacle Wealth Planning Services
Ohio
$221K -$219 -4 -0.1%
SC
216
Savant Capital
Illinois
$216K -$30.2K -552 -12%
CGH
217
Crossmark Global Holdings
Texas
$214K
US Bancorp
218
US Bancorp
Minnesota
$212K
CWM
219
CIBC World Markets
New York
$205K +$203K +3,705 New
Los Angeles Capital Management
220
Los Angeles Capital Management
California
$203K -$413K -7,540 -66%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$203K -$23.8K -435 -11%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$203K -$10.9K -199 -5%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$201K -$7.93K -145 -4%
SAM
224
Smartleaf Asset Management
Massachusetts
$197K +$14.8K +271 +8%
FFA
225
Farther Finance Advisors
California
$181K -$24.4K -446 -12%