We are live on ! Find out more
OMC icon

Omnicom Group

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
601
Sigma Planning Corp
Michigan
$214K -$11.4K -154 -5%
CLOS
602
Compagnie Lombard Odier SCmA
Switzerland
$214K – – –
AAS
603
Avantax Advisory Services
Texas
$213K +$215K +2,899 New
FMT
604
First Mercantile Trust
Tennessee
$212K -$22.2K -299 -9%
FHC
605
First Heartland Consultants
Missouri
$209K +$214K +2,882 New
CT
606
Cambridge Trust
Massachusetts
$207K – – –
IC
607
Intersect Capital
California
$207K +$213K +2,862 New
MA
608
Mezzasalma Advisors
New Jersey
$206K -$5.2K -70 -2%
WA
609
Waverly Advisors
Alabama
$204K +$217K +2,924 New
SW
610
SkyOak Wealth
Michigan
$202K – – –
ZAM
611
Zevin Asset Management
Massachusetts
$201K – – –
MAM
612
Meeder Asset Management
Ohio
$198K -$962K -12,947 -83%
Jones Financial Companies
613
Jones Financial Companies
Missouri
$191K -$2.6K -35 -1%
LIM
614
Longfellow Investment Management
Massachusetts
$190K – – –
WB
615
Webster Bank
Connecticut
$176K -$21.5K -290 -11%
CAL
616
Capital Advisors Ltd
Ohio
$174K – – –
S
617
SignatureFD
Georgia
$170K -$1.34K -18 -0.8%
BG
618
Bollard Group
Massachusetts
$156K +$1.41K +19 +0.9%
SLF
619
Sun Life Financial
Ontario, Canada
$144K +$34.7K +467 +31%
FWM
620
Filbrandt Wealth Management
Wisconsin
$143K – – –
APA
621
American Portfolios Advisors
New York
$141K +$49.8K +670 +52%
EDRH
622
Edmond de Rothschild Holding
Switzerland
$132K +$136K +1,825 New
SWA
623
SOA Wealth Advisors
New York
$125K +$149 +2 +0.1%
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$115K +$22.3K +300 +23%
GWM
625
Geneos Wealth Management
Colorado
$114K +$6.98K +94 +6%