Glass Jacobson Investment Advisors llc - FIDELITY ownership

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$165,664
+6.2%
3,466
+6.6%
0.08%
+5.6%
Q2 2023$156,014
-14.4%
3,250
-14.4%
0.07%
-20.0%
Q4 2022$182,2053,7980.09%
Other shareholders
FIDELITY shareholders Q4 2023
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 152,757$7,992,0004.80%
ISLAY CAPITAL MANAGEMENT, LLC 21,253$1,112,0001.29%
Soltis Investment Advisors LLC 27,190$1,423,0000.37%
ASSETMARK, INC 906,150$47,410,0000.34%
Kerntke Otto McGlone Wealth Management Group 5,202$272,0000.25%
LVZ, Inc. 18,932$991,0000.22%
Rehmann Capital Advisory Group 14,922$780,735,0000.11%
IFP Advisors, Inc 16,832$879,0000.07%
RWA WEALTH PARTNERS, LLC 7,099$371,0000.04%
B. Riley Wealth Advisors, Inc. 9,582$502,0000.03%
View complete list of FIDELITY shareholders