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WSFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$313K -$3.66K -58 -1%
CMF
202
Counterpoint Mutual Funds
California
$311K -$23.4K -372 -7%
HIM
203
Hillsdale Investment Management
Ontario, Canada
$302K +$291K +4,620 New
CIM
204
Cambria Investment Management
California
$299K +$288K +4,575 New
BIG
205
Brooklyn Investment Group
New York
$298K +$287K +4,557 New
JCM
206
Jacobi Capital Management
Pennsylvania
$295K
SC
207
Savant Capital
Illinois
$294K +$36.4K +577 +15%
BPA
208
Beacon Pointe Advisors
California
$294K +$283K +4,489 New
AWM
209
Affinity Wealth Management
Delaware
$291K -$630 -10 -0.2%
AIP
210
Ameritas Investment Partners
Nebraska
$286K -$19.3K -306 -7%
FCM
211
Fieldview Capital Management
Michigan
$284K -$426K -6,757 -61%
AG
212
Ascent Group
Virginia
$284K +$1.07K +17 +0.4%
YIH
213
Y-Intercept (HK)
Hong Kong
$281K -$2.36M -37,479 -90%
M&T Bank
214
M&T Bank
New York
$278K +$268K +4,250 New
CIP
215
Cornerstone Investment Partners
Georgia
$277K +$266K +4,225 New
PA
216
Profund Advisors
Maryland
$270K -$155K -2,452 -37%
PA
217
Prosperity Advisers
Pennsylvania
$269K
SI
218
Stephens Inc
Arkansas
$268K
LSA
219
Lansing Street Advisors
Pennsylvania
$268K +$693 +11 +0.3%
Ensign Peak Advisors
220
Ensign Peak Advisors
Utah
$266K
US Bancorp
221
US Bancorp
Minnesota
$265K +$12.7K +202 +5%
PWPS
222
Pinnacle Wealth Planning Services
Ohio
$264K +$2.33K +37 +0.9%
Truist Financial
223
Truist Financial
North Carolina
$263K -$18.2K -289 -7%
SPW
224
Stillwater Private Wealth
Pennsylvania
$258K +$249K +3,953 New
PCM
225
Polymer Capital Management
New York
$257K +$248K +3,929 New