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The RMR Group

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$368 – – –
Steward Partners Investment Advisory
152
Steward Partners Investment Advisory
New York
$319 – – –
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$270 -$48 -2 -15%
SIS
154
Sound Income Strategies
Florida
$245 – – –
BONH
155
Bank of New Hampshire
New Hampshire
$221 – – –
CT
156
Colonial Trust
South Carolina
$221 – – –
HM Payson & Co
157
HM Payson & Co
Maine
$221 +$217 +9 New
BWAM
158
Boyd Watterson Asset Management
Ohio
$172 – – –
AIC
159
Archer Investment Corporation
Indiana
$147 -$699 -29 -83%
Harbour Investments
160
Harbour Investments
Wisconsin
$147 – – –
CFD
161
Creative Financial Designs
Indiana
$147 +$145 +6 New
CTA
162
Colonial Trust Advisors
South Carolina
$123 – – –
AFG
163
Albion Financial Group
Utah
$99 – – –
WWM
164
Wolff Wiese Magana
California
$99 – – –
SWA
165
SOA Wealth Advisors
New York
$98 – – –
LFA
166
LGT Financial Advisors
Texas
$98 +$96 +4 New
BWM
167
Baystate Wealth Management
Massachusetts
$79 – – –
TC
168
Truvestments Capital
Florida
$74 – – –
EAM
169
Eukles Asset Management
Ohio
$50 – – –
AWM
170
AllSquare Wealth Management
New York
$49 – – –
AssetMark Inc
171
AssetMark Inc
California
$49 – – –
DCBT
172
Dakota Community Bank & Trust
North Dakota
$49 – – –
FCMT
173
Founders Capital Management (Texas)
Texas
$49 – – –
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$25 – – –
LOIP
175
Live Oak Investment Partners
Texas
$25 – – –