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Omnicom Group

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$6K -$1.44K -19 -18%
TFO
602
Tarbox Family Office
California
$6K – – –
WT
603
Whittier Trust
California
$5K -$8.53K -113 -60%
ASN
604
Advisory Services Network
Georgia
$5K -$1.74K -23 -26%
WTC
605
WhitTier Trust Company
Nevada
$5K – – –
AssetMark Inc
606
AssetMark Inc
California
$5K +$5.21K +69 New
AWM
607
Avior Wealth Management
Nebraska
$4K – – –
CFA
608
Carroll Financial Associates
North Carolina
$4K – – –
LWM
609
LBA Wealth Management
Florida
$4K – – –
QCG
610
Quadrant Capital Group
Ohio
$4K +$5.14K +68 New
HR
611
Howe & Rusling
New York
$3K – – –
RCG
612
Ruggie Capital Group
Florida
$3K – – –
TCM
613
Tradewinds Capital Management
Washington
$3K +$3.47K +46 New
PCTC
614
Perkins Coie Trust Company
Washington
$3K +$3.63K +48 New
KCPG
615
Kavar Capital Partners Group
Kansas
$3K +$4K +53 New
FPFS
616
First Personal Financial Services
North Carolina
$2K – – –
SA
617
SRH Advisors
Kansas
$2K – – –
TFA
618
Transamerica Financial Advisors
Florida
$1K – – –
BCM
619
Brookstone Capital Management
Illinois
$1K +$1.06K +14 New
GXMC
620
Global X Management Company
New York
$1K +$1.21K +16 New
RWM
621
Raffa Wealth Management
District of Columbia
$625 – – –
B
622
BloombergSen
Ontario, Canada
– -$77M -986,886 Closed
KA
623
Kerrisdale Advisers
Florida
– -$11.4M -146,650 Closed
QIM
624
Quest Investment Management
Oregon
– -$5.08M -65,122 Closed
PWAG
625
Polaris Wealth Advisory Group
California
– -$4.82M -61,776 Closed