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The RMR Group

Name Holding Trade Value Shares
Change
Change in
Stake
RF
126
Rossby Financial
Florida
$626 – – –
FFO
127
Fortitude Family Office
Arizona
$522 – – –
PFBT
128
Parkside Financial Bank & Trust
Missouri
$522 – – –
BFS
129
Bare Financial Services
Pennsylvania
$477 -$670 -44 -58%
IAIM
130
International Assets Investment Management
Florida
$447 +$457 +30 New
WA
131
WPG Advisers
Maryland
$373 – – –
MO
132
McMillan Office
Michigan
$358 +$365 +24 New
TFA
133
Transamerica Financial Advisors
Florida
$328 -$304 -20 -48%
EWA
134
EQ Wealth Advisors
Texas
$301 +$304 +20 New
Advisors Asset Management
135
Advisors Asset Management
Colorado
$268 – – –
SouthState Corp
136
SouthState Corp
Florida
$253 +$259 +17 New
PWMA
137
Pension & Wealth Management Advisors
Massachusetts
$224 +$228 +15 New
AF
138
Advisornet Financial
Minnesota
$193 – – –
SS
139
Sunbelt Securities
Texas
$186 – – –
HM Payson & Co
140
HM Payson & Co
Maine
$149 – – –
VR
141
Vision Retirement
New Jersey
$139 +$137 +9 New
CT
142
Colonial Trust
South Carolina
$134 – – –
GSWM
143
Golden State Wealth Management
California
$119 – – –
NSIM
144
North Star Investment Management
Illinois
$119 – – –
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$89 -$441 -29 -83%
BWAM
146
Boyd Watterson Asset Management
Ohio
$89 – – –
PTC
147
Private Trust Company
Ohio
$75 – – –
Steward Partners Investment Advisory
148
Steward Partners Investment Advisory
New York
$75 – – –
SIS
149
Sound Income Strategies
Florida
$66 – – –
Whittier Trust
150
Whittier Trust
California
$63 +$61 +4 New