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The RMR Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.38K +216 New
Creative Planning
102
Creative Planning
Kansas
$8K -$1.86K -48 -19%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$8K
IPC
104
Independent Portfolio Consultants
Florida
$7K -$2.79K -72 -28%
FMII
105
Farmers & Merchants Investments Inc
Nebraska
$7K
GWM
106
Geneos Wealth Management
Colorado
$7K +$2.6K +67 +50%
DSC
107
Duncker Streett & Co
Missouri
$6K -$310 -8 -5%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$6K
Loomis, Sayles & Company
109
Loomis, Sayles & Company
Massachusetts
$5K
NFG
110
Next Financial Group
Texas
$4K -$271 -7 -6%
AssetMark Inc
111
AssetMark Inc
California
$4K
BAM
112
Bruderman Asset Management
New York
$2K
EFSCE
113
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
RIM
114
Ranger International Management
Illinois
$2K
WTC
115
WhitTier Trust Company
Nevada
$2K
BFEC
116
Benjamin F. Edwards & Company
Missouri
$2K +$1.59K +41 +315%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$2K +$2.83K +73 New
PSUF
118
People's United Financial
Connecticut
$1K -$7.75K -200 -85%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$1K -$388 -10 -23%
DMK
120
David M. Knott
$1K
EWM
121
Edge Wealth Management
New York
$1K
GBBWRPM
122
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K
MA
123
MCF Advisors
Kentucky
$1K
PAI
124
Pittenger & Anderson Inc
Nebraska
$1K
TWA
125
TCI Wealth Advisors
Arizona
$1K