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SOR
Source Capital
SOR
SOR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
51
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$142K | -3,888 | Closed |
|
|
SBL
52
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$59K | -1,620 | Closed |
|
|
DWM
53
Destination Wealth Management
Walnut Creek,
California
| – | -$45K | -1,226 | Closed |
|
54
JP Morgan Chase
New York
| – | -$4K | -116 | Closed |
|
|
RFA
55
Reilly Financial Advisors
La Mesa,
California
| – | -$1K | -29 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | +$36 | +1 | New |
|