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The RMR Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
SOA Wealth Advisors
New York
$105 – – –
WWM
177
Wolff Wiese Magana
California
$105 – – –
BWM
178
Baystate Wealth Management
Massachusetts
$85 – – –
TC
179
Truvestments Capital
Florida
$79 – – –
AWM
180
AllSquare Wealth Management
New York
$52 – – –
AssetMark Inc
181
AssetMark Inc
California
$52 – – –
EAM
182
Eukles Asset Management
Ohio
$52 – – –
Group One Trading
183
Group One Trading
Illinois
$52 – – –
IGWM
184
ICA Group Wealth Management
Colorado
$52 – – –
PWMG
185
Prestige Wealth Management Group
New Jersey
$27 – – –
LOIP
186
Live Oak Investment Partners
Texas
$26 – – –
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$26 – – –
Whittier Trust
188
Whittier Trust
California
$26 – – –
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$26 +$28 +1 New
WP
190
WealthPLAN Partners
Nebraska
$20 +$28 +1 New
TCW Group
191
TCW Group
California
– -$1.43M -50,784 Closed
Engineers Gate Manager
192
Engineers Gate Manager
New York
– -$460K -16,275 Closed
FIM
193
Freedom Investment Management
Connecticut
– -$376K -13,317 Closed
GCP
194
GSA Capital Partners
United Kingdom
– -$314K -11,130 Closed
ZCM
195
Zebra Capital Management
Connecticut
– -$286K -10,125 Closed
XTX Topco
196
XTX Topco
Cayman Islands
– -$249K -8,804 Closed
U.S. Capital Wealth Advisors
197
U.S. Capital Wealth Advisors
Texas
– -$3.65K -129 Closed
HIA
198
Harbor Investment Advisory
Maryland
– -$1.38K -49 Closed
Blue Trust Inc
199
Blue Trust Inc
Georgia
– -$1.04K -37 -71%
EI
200
Ellevest Inc
New York
– -$961 -34 Closed