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New Oriental

Name Holding Trade Value Shares
Change
Change in
Stake
FP
401
Financial Perspectives
Minnesota
$32.9K +$14.8K +88 +99%
LWA
402
Lenox Wealth Advisors
New York
$32K +$28.6K +170 New
IAIM
403
International Assets Investment Management
Florida
$29K +$26.4K +157 New
IRC
404
Investors Research Corp
Georgia
$27K
CI Investments Inc
405
CI Investments Inc
Ontario, Canada
$27K +$12.5K +74 +100%
AIM
406
Anchor Investment Management
South Carolina
$26.9K +$12.6K +75 +107%
BWM
407
Birchcreek Wealth Management
Ohio
$24K +$22K +131 New
WWM
408
Wolff Wiese Magana
California
$23K +$20.9K +124 New
ST
409
Smithfield Trust
Pennsylvania
$21K
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$15K
IFAM
411
Institutional & Family Asset Management
Colorado
$15K +$841 +5 +7%
BDS
412
Banco de Sabadell
Florida
$14K -$101K -600 -88%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$14K
EFSCE
414
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$7.41K -44 -39%
CAL
415
Capital Advisors Ltd
Ohio
$12K
CMA
416
Cedar Mountain Advisors
Oregon
$12K
OC
417
Oakworth Capital
Alabama
$12K
PCG
418
Private Capital Group
Connecticut
$11K
PFGIA
419
Patriot Financial Group Insurance Agency
Massachusetts
$9K
BWM
420
Baystate Wealth Management
Massachusetts
$8K +$7.07K +42 New
FPS
421
Fieldpoint Private Securities
Connecticut
$8K +$7.57K +45 New
FCH
422
Freestone Capital Holdings
Washington
$6.5K
BCA
423
Berman Capital Advisors
Georgia
$6K -$337 -2 -6%
GWS
424
Glassman Wealth Services
Virginia
$6K +$1.51K +9 +41%
ABC
425
Associated Banc-Corp
Wisconsin
$5K