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Omnicom Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
551
Cyndeo Wealth Partners
Florida
$418K – – –
CIAS
552
Capital Investment Advisory Services
North Carolina
$417K +$3.01K +34 +0.8%
WEG
553
World Equity Group
Illinois
$408K +$2.78M +31,409 New
LA
554
Latitude Advisors
Florida
$405K -$10.7K -121 -3%
BHBT
555
Burke & Herbert Bank & Trust
Virginia
$405K – – –
P
556
Pitcairn
Pennsylvania
$404K +$86.7K +979 +30%
PSP
557
Principal Street Partners
Tennessee
$403K – – –
ACA
558
Atlas Capital Advisors
Wyoming
$398K +$98.4K +1,111 +36%
CWA
559
Centennial Wealth Advisory
Michigan
$396K -$94.6K -1,068 -20%
ECM
560
Evergreen Capital Management
Washington
$395K +$5.32K +60 +1%
CF
561
Centaurus Financial
California
$389K +$87.7K +990 +32%
CQS
562
Credential Qtrade Securities
$389K -$9.57K -108 -3%
VCA
563
Verdence Capital Advisors
Maryland
$381K +$797 +9 +0.2%
KeyBank National Association
564
KeyBank National Association
Ohio
$380K +$974 +11 +0.3%
DWT
565
Dorsey & Whitney Trust
South Dakota
$378K +$89 +1 +0%
CL
566
CSS LLC
Illinois
$377K – – –
CWS
567
Cypress Wealth Services
California
$377K +$4.7K +53 +1%
SW
568
SteelPeak Wealth
California
$375K +$350K +3,949 New
SG
569
StoneX Group
New York
$372K +$26.1K +295 +8%
NAS
570
Nicolet Advisory Services
Wisconsin
$372K +$354K +3,996 New
IAM
571
Innovis Asset Management
Illinois
$371K +$18.2K +205 +6%
SWAG
572
Spectrum Wealth Advisory Group
California
$369K +$2.83K +32 +0.8%
MCM
573
Monument Capital Management
Virginia
$366K +$344K +3,880 New
HL
574
HeadInvest LLC
Maine
$366K – – –
GD
575
Grandfield & Dodd
New York
$363K – – –