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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
DA
226
Denali Advisors
California
– -$249K -3,300 Closed
CIA
227
Capital Impact Advisors
Massachusetts
– -$84.4K -1,118 Closed
UFF
228
USA Financial Formulas
Michigan
– -$36.1K -478 Closed
Cullen/Frost Bankers
229
Cullen/Frost Bankers
Texas
– -$5.21K -69 Closed
Avior Wealth Management
230
Avior Wealth Management
Nebraska
– -$5.13K -68 Closed
Lazard Asset Management
231
Lazard Asset Management
New York
– -$4K -66 Closed
CA
232
Continuum Advisory
Idaho
– -$2.49K -33 Closed
CAM
233
Creekmur Asset Management
Illinois
– -$1.96K -26 Closed
AFWM
234
Abich Financial Wealth Management
Virginia
– -$1.02K -13 Closed