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Omnicom Group
OMC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
701
Tranquilli Financial Advisor
New Jersey
$252K +$20.1K +241 +9%
IA
702
IFP Advisors
Florida
$251K +$2.34K +28 +0.9%
GWM
703
Geneos Wealth Management
Colorado
$249K +$39.9K +478 +19%
VV
704
Verity & Verity
South Carolina
$249K -$213K -2,546 -46%
DWT
705
Dorsey & Whitney Trust
South Dakota
$245K -$106K -1,274 -30%
CFG
706
Citizens Financial Group
Rhode Island
$245K -$81.3K -974 -25%
ML
707
McAdam LLC
Pennsylvania
$245K -$12.8K -153 -5%
ADMI
708
Albert D. Mason Inc
Massachusetts
$244K – – –
BCM
709
Brookstone Capital Management
Illinois
$243K +$17.1K +205 +8%
BSTWA
710
Blake Schutter Theil Wealth Advisors
Ohio
$243K +$244K +2,927 New
MW
711
Marcum Wealth
Ohio
$243K -$11.6K -139 -5%
SAG
712
SageView Advisory Group
California
$242K -$35.2K -422 -13%
IEFM
713
IQ EQ Fund Management
Ireland
$239K +$240K +2,879 New
CW
714
CreativeOne Wealth
Kansas
$238K -$45.6K -546 -16%
HI
715
Horizon Investments
North Carolina
$237K +$14.7K +176 +7%
GSWM
716
Greenup Street Wealth Management
Michigan
$236K +$668 +8 +0.3%
CFO
717
Callan Family Office
Pennsylvania
$236K -$59.5K -712 -20%
ORG
718
Optimist Retirement Group
Washington
$232K +$34.7K +416 +17%
IBOK
719
Independence Bank of Kentucky
Kentucky
$232K – – –
MHR
720
Matthew Hamilton Rosenberg
$231K +$2.25K +27 +1%
FAN
721
Financial Advisors Network
California
$228K +$13.3K +159 +6%
BHWM
722
Beaird Harris Wealth Management
Texas
$228K – – –
BAM
723
BTS Asset Management
Massachusetts
$227K +$229K +2,739 New
AWS
724
Atria Wealth Solutions
New York
$224K -$316K -3,789 -59%
MCM
725
Monument Capital Management
Virginia
$224K -$282K -3,375 -56%
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