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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$237K +$214K +2,231 New
IIM
152
INTECH Investment Management
Florida
$237K -$71.3K -742 -25%
EWA
153
EP Wealth Advisors
California
$236K +$214K +2,225 New
AHL
154
Abel Hall LLC
Louisiana
$235K +$212K +2,209 New
VA
155
Vident Advisory
Georgia
$232K +$210K +2,185 New
Victory Capital Management
156
Victory Capital Management
Texas
$217K +$196K +2,042 New
P
157
&Partners
Tennessee
$217K +$196K +2,039 New
Cerity Partners
158
Cerity Partners
New York
$216K +$196K +2,036 New
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$213K +$192K +2,000 New
Robeco Institutional Asset Management
160
Robeco Institutional Asset Management
Netherlands
$212K +$192K +1,995 New
EF
161
Empowered Funds
Pennsylvania
$211K -$81.8K -852 -30%
GLA
162
Great Lakes Advisors
Illinois
$201K +$181K +1,890 New
RC
163
Rexford Capital
Texas
$155K
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$141K -$31.7K -330 -20%
Ensign Peak Advisors
165
Ensign Peak Advisors
Utah
$137K
New York State Teachers Retirement System (NYSTRS)
166
New York State Teachers Retirement System (NYSTRS)
New York
$137K +$7.2K +75 +6%
PWPS
167
Pinnacle Wealth Planning Services
Ohio
$131K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$128K +$576 +6 +0.5%
AIP
169
Ameritas Investment Partners
Nebraska
$104K
NAS
170
Nykredit A/S
Denmark
$102K +$92.6K +964 New
CCM
171
Copeland Capital Management
Pennsylvania
$92.3K -$2.5K -26 -3%
Osaic Holdings
172
Osaic Holdings
Arizona
$67K +$5.57K +58 +10%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$62.1K -$1.63K -17 -3%
GI
174
GAMMA Investing
California
$61.7K +$4.13K +43 +8%
IWC
175
Integrated Wealth Concepts
Massachusetts
$54.5K +$49.3K +513 New