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Omnicom Group
OMC

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
801
WealthSource Partners
California
– -$231K -3,700 Closed
IHL
802
Investment House LLC
California
– -$223K -3,582 Closed
FI
803
FormulaFolio Investments
Michigan
– -$217K -3,485 Closed
FRM
804
Fox Run Management
Connecticut
– -$205K -3,287 Closed
CANY
805
Caxton Associates (New York)
New York
– -$205K -3,281 Closed
FMWA
806
Forvis Mazars Wealth Advisors
Missouri
– -$205K -3,281 Closed
ASN
807
Advisory Services Network
Georgia
– -$87K -1,416 Closed
CCA
808
Childress Capital Advisors
Texas
– -$85K -1,362 Closed
PS
809
Planned Solutions
California
– -$69K -1,100 Closed
PCA
810
Peddock Capital Advisors
Massachusetts
– -$65K -1,050 Closed
CWM
811
Curi Wealth Management
North Carolina
– -$60K -975 Closed
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$59K -941 Closed
QT
813
Quantbot Technologies
New York
– -$52K -837 Closed
VCG
814
Vantage Consulting Group
Virginia
– -$51K -823 Closed
PWM
815
Perigon Wealth Management
California
– -$40K -647 Closed
TI
816
tru Independence
Oregon
– -$37 -591 Closed
FFG
817
Fortem Financial Group
California
– -$25K -400 Closed
PWA
818
Phoenix Wealth Advisors
North Carolina
– -$25K -400 Closed
PFO
819
Pathstone Family Office
New Jersey
– -$20K -317 Closed
SFG
820
Sowa Financial Group
Rhode Island
– -$19K -300 Closed
HIIFS
821
Harel Insurance Investments & Financial Services
Israel
– -$18K -220 Closed
CAAS
822
Capital Asset Advisory Services
Michigan
– -$11K -174 Closed
AWG
823
Altus Wealth Group
Colorado
– -$10K -167 Closed
CDIA
824
Capital Directions Investment Advisors
Georgia
– -$10K -155 Closed
CYG
825
Clean Yield Group
Vermont
– -$8K -136 Closed
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