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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$45K
Lazard Asset Management
127
Lazard Asset Management
New York
$30K
PFBT
128
Parkside Financial Bank & Trust
Missouri
$24K -$1.73K -25 -7%
TRCT
129
Tower Research Capital (TRC)
New York
$18K -$113K -1,632 -87%
FPS
130
Fieldpoint Private Securities
Connecticut
$7K
SO
131
STRS Ohio
Ohio
$7K
EWA
132
EverSource Wealth Advisors
Alabama
$5K +$5.19K +75 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$4K
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$4K
VCM
135
Versant Capital Management
Arizona
$3K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.83K +41 New
US Bancorp
137
US Bancorp
Minnesota
$2K -$899 -13 -30%
LC
138
Lindbrook Capital
California
$2K -$622 -9 -30%
HNB
139
Huntington National Bank
Ohio
$2K
MAM
140
Meeder Asset Management
Ohio
$2K
QCG
141
Quadrant Capital Group
Ohio
$1K -$622 -9 -31%
AA
142
AlphaMark Advisors
Kentucky
$1K
SWA
143
Sutton Wealth Advisors
Florida
$215 +$207 +3 New
CIA
144
Capital Impact Advisors
Massachusetts
-$1.23M -18,390 Closed
TD Asset Management
145
TD Asset Management
Ontario, Canada
-$720K -10,800 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
146
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$60K -900 Closed
KIG
147
Kowal Investment Group
Wisconsin
-$2K -30 Closed
HI
148
Harbour Investments
Wisconsin
-$1K -9 Closed
CT
149
Cambridge Trust
Massachusetts
+$138 +2 New