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The RMR Group

Name Holding Trade Value Shares
Change
Change in
Stake
E
151
Ergoteles
New York
– -$278K -6,800 Closed
SAM
152
Sawgrass Asset Management
Florida
– -$206K -5,055 Closed
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
– -$200K -4,894 Closed
PC
154
PhiloSmith Capital
Connecticut
– -$147K -3,696 -100%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
– -$82K -2,000 Closed
IAIM
156
International Assets Investment Management
Florida
– -$2K -56 Closed
MWP
157
Meridian Wealth Partners
Pennsylvania
– -$2K -51 Closed
Whittier Trust
158
Whittier Trust
California
– -$1.31K -33 -97%
AssetMark Inc
159
AssetMark Inc
California
– -$1K -23 Closed
CAC
160
Certified Advisory Corp
Florida
– -$1K -15 Closed
EP
161
Eudaimonia Partners
Tennessee
– -$1K -14 Closed
RWB
162
RMR Wealth Builders
New Jersey
– -$1K -13 Closed
Steward Partners Investment Advisory
163
Steward Partners Investment Advisory
New York
– -$239 -6 -35%
IWP
164
IAG Wealth Partners
Wisconsin
– -$1K -3 Closed
TC
165
Truvestments Capital
Florida
– -$120 -3 -50%
Avior Wealth Management
166
Avior Wealth Management
Nebraska
– +$40 +1 +20%
FCMT
167
Founders Capital Management (Texas)
Texas
– +$80 +2 New
PSIWM
168
Paradigm Strategies in Wealth Management
Minnesota
– +$80 +2 New
SB
169
Strategic Blueprint
Georgia
– +$80 +2 New
AA
170
Addison Advisors
Vermont
– +$120 +3 New
AFG
171
Albion Financial Group
Utah
– +$159 +4 New
TCI Wealth Advisors
172
TCI Wealth Advisors
Arizona
– +$279 +7 +700%