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The RMR Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
151
Accurate Investment Solutions
Pennsylvania
$1K – – –
BWM
152
Baystate Wealth Management
Massachusetts
$1K – – –
DMK
153
David M. Knott
$1K – – –
GAM
154
Gemmer Asset Management
California
$1K – – –
IHT Wealth Management
155
IHT Wealth Management
Illinois
$1K – – –
TCI Wealth Advisors
156
TCI Wealth Advisors
Arizona
$1K – – –
MCF Advisors
157
MCF Advisors
Kentucky
$1K +$56 +1 +4%
MGO One Seven
158
MGO One Seven
Ohio
$1K +$506 +9 New
CJA
159
C-J Advisory
California
$1K +$675 +12 New
Gradient Investments
160
Gradient Investments
Minnesota
$1K +$844 +15 New
SIS
161
Sound Income Strategies
Florida
$1K +$1.13K +20 New
SWM
162
SeaCrest Wealth Management
New York
$1K +$1.18K +21 New
PCG
163
Private Capital Group
Connecticut
$1K +$24.1K +428 New
CCS
164
Crosspoint Capital Strategies
California
$800 – – –
SIM
165
Sonora Investment Management
Arizona
$593 – – –
MassMutual Private Wealth & Trust
166
MassMutual Private Wealth & Trust
Connecticut
$237 – – –
GEA
167
Glen Eagle Advisors
New Jersey
$59 – – –
Sterling Capital Management
168
Sterling Capital Management
North Carolina
– -$2.73M -53,254 Closed
Marshall Wace North America
169
Marshall Wace North America
New York
– -$2.48M -48,534 Closed
RA
170
Rational Advisors
New York
– -$282K -5,500 Closed
Millennium Management
171
Millennium Management
New York
– -$261K -5,087 Closed
Principal Financial Group
172
Principal Financial Group
Iowa
– -$223K -4,343 Closed
NFA
173
Nationwide Fund Advisors
Ohio
– -$208K -4,042 Closed
NFG
174
Next Financial Group
Texas
– -$2K -31 Closed
M
175
MOTCO
Texas
– -$1K -27 Closed