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Omnicom Group
OMC

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
651
Dumont & Blake Investment Advisors
New Jersey
$250K – – –
CWM
652
Curi Wealth Management
North Carolina
$249K +$743 +8 +0.3%
FMWA
653
Forvis Mazars Wealth Advisors
Missouri
$248K – – –
FMAEN1
654
Fund Management at Engine No 1
California
$247K +$12.9K +139 +6%
ZAM
655
Zevin Asset Management
Massachusetts
$247K – – –
WB
656
WesBanco Bank
West Virginia
$246K +$241K +2,591 New
PBO
657
Peoples Bank (Ohio)
Ohio
$244K – – –
MCCP
658
Mission Creek Capital Partners
California
$243K -$13.9K -150 -6%
AIP
659
Ameritas Investment Partners
Nebraska
$240K – – –
BHC
660
Bowen Hanes & Co
Florida
$238K – – –
JIC
661
Joel Isaacson & Co
New York
$236K +$230K +2,480 New
KPWS
662
Kestra Private Wealth Services
Texas
$235K +$7.43K +80 +3%
PWMG
663
Prestige Wealth Management Group
New Jersey
$234K +$219K +2,356 +2,647%
SFP
664
Shepherd Financial Partners
Massachusetts
$232K +$1.67K +18 +0.7%
CFGS
665
Concourse Financial Group Securities
Alabama
$231K -$4.27K -46 -2%
CMBA
666
C.M. Bidwell & Associates
Hawaii
$231K -$5.01K -54 -2%
MG
667
MilWealth Group
Wisconsin
$230K – – –
BWP
668
BSW Wealth Partners
Colorado
$228K -$11.9K -128 -5%
CI
669
Cigna Investments
Connecticut
$228K -$3.62K -39 -2%
CF
670
Centaurus Financial
California
$226K -$162K -1,750 -42%
AIA
671
Arrow Investment Advisors
Maryland
$225K -$56.9K -613 -21%
STA
672
Summit Trail Advisors
New York
$223K +$216K +2,330 New
TAM
673
Trust Asset Management
Texas
$223K – – –
FSA
674
Franklin Street Advisors
North Carolina
$221K – – –
MFG
675
MidWestOne Financial Group
Iowa
$220K – – –
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