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ícone de PFBC

Preferred Bank
PFBC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
IAIM
201
International Assets Investment Management
Florida
US$ 4,32 mil – – –
Salomon & Ludwin
202
Salomon & Ludwin
Virginia
US$ 4,21 mil – – –
Valued Wealth Advisors
203
Valued Wealth Advisors
Utah
US$ 3,83 mil +US$ 768 +8 +29%
Quarry LP
204
Quarry LP
New York
US$ 3,29 mil +US$ 2,98 mil +31 Nova
Fortitude Family Office
205
Fortitude Family Office
Arizona
US$ 3,19 mil – – –
Mather Group
206
Mather Group
Illinois
US$ 3,19 mil – – –
US Bancorp
207
US Bancorp
Minnesota
US$ 2,98 mil – – –
Farther Finance Advisors
208
Farther Finance Advisors
California
US$ 2,65 mil +US$ 672 +7 +39%
True Wealth Design
209
True Wealth Design
Ohio
US$ 2,02 mil +US$ 960 +10 +111%
Horizon Investments
210
Horizon Investments
North Carolina
US$ 1,79 mil -US$ 1,63 mil -17 -50%
Jones Financial Companies
211
Jones Financial Companies
Missouri
US$ 1,78 mil +US$ 1,15 mil +12 +240%
Glen Eagle Advisors
212
Glen Eagle Advisors
New Jersey
US$ 1,59 mil – – –
Institute for Wealth Management
213
Institute for Wealth Management
Colorado
US$ 1,52 mil +US$ 1,34 mil +14 Nova
Kilter Group
214
Kilter Group
New York
US$ 1,49 mil – – –
Bruce G. Allen Investments
215
Bruce G. Allen Investments
Colorado
US$ 1,38 mil – – –
Keating Financial Advisory Services
216
Keating Financial Advisory Services
Kansas
US$ 1,06 mil – – –
Covestor
217
Covestor
United Kingdom
US$ 1 mil +US$ 192 +2 +40%
Wealth Enhancement Trust Services
218
Wealth Enhancement Trust Services
South Dakota
US$ 850 +US$ 768 +8 Nova
Farmers & Merchants Investments Inc
219
Farmers & Merchants Investments Inc
Nebraska
US$ 744 – – –
Larson Financial Group
220
Larson Financial Group
Missouri
US$ 744 – – –
Ankerstar Wealth
221
Ankerstar Wealth
Texas
US$ 638 – – –
Cedar Mountain Advisors
222
Cedar Mountain Advisors
Oregon
US$ 638 – – –
Silver Grove Financial Group
223
Silver Grove Financial Group
New York
US$ 425 +US$ 384 +4 Nova
Plante Moran Financial Advisors
224
Plante Moran Financial Advisors
Michigan
US$ 319 +US$ 288 +3 Nova
TFC Financial Management
225
TFC Financial Management
Massachusetts
US$ 107 – – –
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