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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
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%
CCM
129
Copeland Capital Management
Pennsylvania
$10K +$11.2K +220 New
SO
130
STRS Ohio
Ohio
$4K
AG
131
Advisor Group
Arizona
$3K +$3.83K +75 New
JA
132
JOYN Advisors
Georgia
$2K +$1.74K +34 +1,133%
GT
133
Glenmede Trust
Pennsylvania
$2K +$3.37K +66 New
FGC
134
Financial Gravity Companies
Texas
$1K +$1.12K +22 New
CAM
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
GC
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
CGH
145
Crossmark Global Holdings
Texas
-$336K -5,750 Closed
BFM
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