We are live on ! Find out more
PFBC icon

Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
126
Valeo Financial Advisors
Indiana
$14K – – –
PFBT
127
Parkside Financial Bank & Trust
Missouri
$13K +$7.3K +143 +89%
HR
128
Howe & Rusling
New York
$12K -$25.3K -495 -63%
Copeland Capital Management
129
Copeland Capital Management
Pennsylvania
$10K +$11.2K +220 New
STRS Ohio
130
STRS Ohio
Ohio
$4K – – –
Advisor Group
131
Advisor Group
Arizona
$3K +$3.83K +75 New
JA
132
JOYN Advisors
Georgia
$2K +$1.74K +34 +1,133%
Glenmede Trust
133
Glenmede Trust
Pennsylvania
$2K +$3.37K +66 New
FGC
134
Financial Gravity Companies
Texas
$1K +$1.12K +22 New
Cresset Asset Management
135
Cresset Asset Management
Illinois
$1K +$1.48K +29 New
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$173 -$42.7K -837 -100%
PCM
137
Portolan Capital Management
Massachusetts
– -$4.51M -77,098 Closed
SLG
138
Stanley-Laman Group
Pennsylvania
– -$852K -14,557 Closed
AA
139
AlphaMark Advisors
Kentucky
– -$757K -12,941 Closed
Guggenheim Capital
140
Guggenheim Capital
Illinois
– -$551K -9,420 Closed
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$518K -8,863 Closed
SCM
142
Stevens Capital Management
Pennsylvania
– -$517K -8,844 Closed
HC
143
Henshaw Capital
Massachusetts
– -$393K -6,722 Closed
CMANY
144
Capital Management Associates (New York)
New York
– -$351K -6,000 Closed
Crossmark Global Holdings
145
Crossmark Global Holdings
Texas
– -$336K -5,750 Closed
Boothbay Fund Management
146
Boothbay Fund Management
New York
– -$322K -5,500 Closed
FIM
147
Freedom Investment Management
Connecticut
– -$277K -4,519 Closed
CIBC World Market
148
CIBC World Market
Ontario, Canada
– -$251K -4,290 Closed
AWCI
149
Alpine Woods Capital Investors
New York
– -$234K -4,000 Closed
SBIA
150
Sheaff Brock Investment Advisors
Indiana
– -$234K -4,000 Closed