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The RMR Group
RMR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
151
Freestone Capital Holdings
Washington
$425 – – –
MAM
152
Martingale Asset Management
Massachusetts
– -$817K -29,690 Closed
AIMCA
153
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$360K -13,100 Closed
BBA
154
Braun-Bostich & Associates
Pennsylvania
– -$247K -8,981 Closed
PTC
155
Petrus Trust Company
Texas
– -$225K -8,180 Closed
SGAM
156
Smith Group Asset Management
Texas
– -$65K -2,380 Closed
QCG
157
Quadrant Capital Group
Ohio
– -$4K -149 Closed
CHAM
158
Clear Harbor Asset Management
Connecticut
– -$2.36K -86 Closed
GT
159
Glenmede Trust
Pennsylvania
– -$1K -57 Closed
PFS
160
Prospera Financial Services
Texas
– -$1K -28 Closed
HFA
161
HC Financial Advisors
California
– -$428 -13 -59%
AWM
162
Avior Wealth Management
Nebraska
– -$99 -3 -38%
CFGS
163
Concourse Financial Group Securities
Alabama
– -$66 -2 -40%
CFD
164
Creative Financial Designs
Indiana
– -$66 -2 -67%
JPLA
165
Joseph P. Lucia & Associates
New York
– +$33 +1 New
SN
166
Sittner & Nelson
Oregon
– +$33 +1 New
FCMT
167
Founders Capital Management (Texas)
Texas
– +$66 +2 New
SFS
168
Sowell Financial Services
Arkansas
– +$66 +2 New
AA
169
Addison Advisors
Vermont
– +$99 +3 New
RWB
170
RMR Wealth Builders
New Jersey
– +$99 +3 New
AFG
171
Albion Financial Group
Utah
– +$132 +4 New
SWA
172
SOA Wealth Advisors
New York
– +$132 +4 New
WWM
173
Wolff Wiese Magana
California
– +$132 +4 New
CAAS
174
Capital Asset Advisory Services
Michigan
– +$197 +6 New
SSC
175
Syverson Strege & Co
Iowa
– +$197 +6 New
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