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Omnicom Group

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$103K +$11.3K +135 +13%
NEAM
602
New England Asset Management
Connecticut
$100K – – –
FNBT
603
FineMark National Bank & Trust
Florida
$99K – – –
AIM
604
Anchor Investment Management
South Carolina
$96.6K – – –
JIC
605
Joel Isaacson & Co
New York
$94K – – –
PCA
606
Peddock Capital Advisors
Massachusetts
$89K – – –
EWM
607
Evercore Wealth Management
New York
$89K +$17.2K +205 +24%
MWM
608
MinichMacGregor Wealth Management
New York
$87K – – –
LCM
609
Liberty Capital Management
Michigan
$85K +$83.7K +998 New
ST
610
Spot Trading
Illinois
$85K +$84.1K +1,003 New
AIM
611
Acrospire Investment Management
Illinois
$77K +$67.1K +800 +800%
GLI
612
Guardian Life Insurance
New York
$76K – – –
PA
613
Parallel Advisors
California
$75K +$74.1K +883 New
PFBT
614
Parkside Financial Bank & Trust
Missouri
$74K – – –
FANJ
615
Financial Architects (New Jersey)
New Jersey
$71K -$2.01K -24 -3%
VCM
616
Versant Capital Management
Arizona
$70K -$2.43K -29 -3%
CFA
617
CT Financial Advisors
Pennsylvania
$68.1K – – –
OFW
618
Omnia Family Wealth
Florida
$60K +$58.9K +702 New
MRCM
619
M&R Capital Management
New Jersey
$59K +$33.5K +400 +133%
PIA
620
Piedmont Investment Advisors
North Carolina
$57K +$55.6K +663 +9,471%
SWA
621
Sutton Wealth Advisors
Florida
$56.9K – – –
CFG
622
Citizens Financial Group
Rhode Island
$55K – – –
HPBT
623
High Point Bank & Trust
North Carolina
$53K – – –
MCM
624
Manchester Capital Management
Vermont
$53K – – –
IA
625
IFP Advisors
Florida
$50K -$26.3K -314 -35%