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Omnicom Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
CarsonAllaria Wealth Management
Illinois
$265K -$47.7K -532 -16%
FFN
652
Focus Financial Network
Minnesota
$263K -$24.3K -271 -9%
MYLI
653
Meiji Yasuda Life Insurance
Japan
$262K – – –
BHPW
654
Beverly Hills Private Wealth
California
$261K -$11.7K -130 -5%
AG
655
Ascent Group
Virginia
$260K -$18.7K -208 -7%
RMDI
656
R.M. Davis Inc
Maine
$260K -$20.2K -225 -8%
OKSA
657
O'Keefe Stevens Advisory
New York
$259K +$240K +2,674 New
DBIA
658
Dumont & Blake Investment Advisors
New Jersey
$258K +$3.05K +34 +1%
FL
659
Fort LP
Maryland
$256K -$18.6K -207 -7%
CRC
660
Curi RMB Capital
Illinois
$255K +$237K +2,637 New
MAS
661
Meeder Advisory Services
Ohio
$255K +$12.7K +141 +6%
CCAL
662
City Center Advisors LLC
Michigan
$254K +$233K +2,600 New
APP
663
Avantax Planning Partners
Iowa
$252K -$64.5K -719 -22%
ZAM
664
Zevin Asset Management
Massachusetts
$252K – – –
IPW
665
Inlet Private Wealth
Florida
$252K -$17.9K -200 -7%
BPC
666
Banque Pictet & Cie
Switzerland
$249K +$231K +2,574 New
PBO
667
Peoples Bank (Ohio)
Ohio
$249K – – –
SWP
668
Stratos Wealth Partners
Ohio
$245K -$31.6K -352 -12%
LA
669
LVW Advisors
New York
$245K +$9.33K +104 +4%
SFP
670
Shepherd Financial Partners
Massachusetts
$245K +$1.79K +20 +0.8%
SWM
671
Spire Wealth Management
Virginia
$243K +$11.9K +133 +6%
MWM
672
Mission Wealth Management
California
$243K +$226K +2,514 New
BHC
673
Bowen Hanes & Co
Florida
$242K – – –
CIA
674
Cape Investment Advisory
Georgia
$240K +$2.33K +26 +1%
JIC
675
Joel Isaacson & Co
New York
$240K – – –