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The RMR Group

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$360 – – –
EWM
152
Evermay Wealth Management
Virginia
$288 +$301 +12 New
HM Payson & Co
153
HM Payson & Co
Maine
$240 – – –
BONH
154
Bank of New Hampshire
New Hampshire
$216 – – –
CT
155
Colonial Trust
South Carolina
$216 – – –
HCM
156
Highlander Capital Management
New Jersey
$216 – – –
SIS
157
Sound Income Strategies
Florida
$216 – – –
NSIM
158
North Star Investment Management
Illinois
$192 -$251 -10 -56%
Allworth Financial
159
Allworth Financial
California
$192 – – –
BWAM
160
Boyd Watterson Asset Management
Ohio
$168 – – –
CoreCap Advisors
161
CoreCap Advisors
Michigan
$168 +$175 +7 New
CFD
162
Creative Financial Designs
Indiana
$144 – – –
CTA
163
Colonial Trust Advisors
South Carolina
$120 – – –
Steward Partners Investment Advisory
164
Steward Partners Investment Advisory
New York
$120 – – –
AFG
165
Albion Financial Group
Utah
$96 – – –
LFA
166
LGT Financial Advisors
Texas
$96 – – –
SWA
167
SOA Wealth Advisors
New York
$96 – – –
WWM
168
Wolff Wiese Magana
California
$96 – – –
SSB
169
Sandy Spring Bank
Maryland
$96 +$100 +4 New
TC
170
Truvestments Capital
Florida
$72 -$1.15K -46 -94%
Avior Wealth Management
171
Avior Wealth Management
Nebraska
$72 +$75 +3 New
NFSG
172
Newbridge Financial Services Group
Florida
$72 +$75 +3 New
AIC
173
Archer Investment Corporation
Indiana
$48 -$50 -2 -50%
AWM
174
AllSquare Wealth Management
New York
$48 – – –
AssetMark Inc
175
AssetMark Inc
California
$48 – – –