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The RMR Group

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
151
North Star Investment Management
Illinois
$735 -$140 -5 -15%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$656 – – –
BCMLT
153
Beacon Capital Management LLC (Tennessee)
Tennessee
$603 – – –
AIP
154
Ahrens Investment Partners
Louisiana
$446 +$476 +17 New
Allworth Financial
155
Allworth Financial
California
$432 – – –
Baker Avenue Asset Management
156
Baker Avenue Asset Management
California
$420 – – –
PTC
157
Private Trust Company
Ohio
$394 – – –
Cullen/Frost Bankers
158
Cullen/Frost Bankers
Texas
$341 – – –
PO
159
Private Ocean
California
$341 +$364 +13 New
SIS
160
Sound Income Strategies
Florida
$262 – – –
BWA
161
BDO Wealth Advisors
Florida
$237 – – –
BONH
162
Bank of New Hampshire
New Hampshire
$236 – – –
CT
163
Colonial Trust
South Carolina
$236 – – –
Ameritas Advisory Services
164
Ameritas Advisory Services
Nebraska
$218 +$252 +9 New
First Manhattan
165
First Manhattan
New York
$209 – – –
BWAM
166
Boyd Watterson Asset Management
Ohio
$184 – – –
Harbour Investments
167
Harbour Investments
Wisconsin
$184 – – –
SSC
168
Syverson Strege & Co
Iowa
$170 – – –
PAI
169
Pittenger & Anderson Inc
Nebraska
$158 – – –
Belpointe Asset Management
170
Belpointe Asset Management
Nevada
$157 – – –
CTA
171
Colonial Trust Advisors
South Carolina
$131 -$336 -12 -71%
Steward Partners Investment Advisory
172
Steward Partners Investment Advisory
New York
$131 – – –
SignatureFD
173
SignatureFD
Georgia
$105 -$168 -6 -60%
AFG
174
Albion Financial Group
Utah
$105 – – –
GWS
175
Glassman Wealth Services
Virginia
$105 – – –