We are live on ! Find out more
OMC icon

Omnicom Group
OMC

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
751
WealthPLAN Partners
Nebraska
$303K -$66.4K -856 -18%
FLPIM
752
F.L. Putnam Investment Management
Massachusetts
$303K -$1.52M -19,532 -83%
FTWA
753
Fifth Third Wealth Advisors
Ohio
$303K -$19.7K -254 -6%
BAM
754
Blueshift Asset Management
New Jersey
$303K +$312K +4,023 New
ACM
755
Advisors Capital Management
New Jersey
$301K +$10.8K +139 +4%
IC
756
Inscription Capital
Texas
$299K -$11K -142 -3%
AO
757
Advisor OS
Illinois
$299K -$776K -10,001 -72%
LFA
758
Legacy Financial Advisors
Kentucky
$298K +$307K +3,961 New
MFS
759
Mirabella Financial Services
United Kingdom
$294K -$4.47M -57,680 -94%
TC
760
Trust Company
Kansas
$293K – – –
LC
761
LCNB Corp
Ohio
$292K -$23.1K -298 -7%
WJWM
762
Williams Jones Wealth Management
New York
$292K +$621 +8 +0.2%
DWM
763
Diversify Wealth Management
Utah
$291K +$296K +3,814 New
PC
764
Prairiewood Capital
North Dakota
$290K -$224K -2,888 -43%
BFW
765
Brady Family Wealth
Missouri
$289K – – –
DI
766
Disciplined Investments
Oklahoma
$288K +$297K +3,828 New
WC
767
Westerkirk Capital
$287K – – –
QI
768
Qtron Investments
Massachusetts
$286K -$134K -1,723 -31%
WBC
769
Westpac Banking Corp
Australia
$286K +$89.2K +1,150 +43%
BHBT
770
Burke & Herbert Bank & Trust
Virginia
$285K – – –
CI
771
CX Institutional
Indiana
$285K -$237K -3,057 -45%
KP
772
Keel Point
Alabama
$285K -$213K -2,742 -42%
G
773
GenTrust
Florida
$284K +$290K +3,733 New
CIA
774
Cape Investment Advisory
Georgia
$284K -$20.9K -269 -7%
SFO
775
Stokes Family Office
Louisiana
$283K -$2.17K -28 -0.7%
29 30
31
32 33