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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
CASC
151
Coppell Advisory Solutions Corp
Texas
$43.8K +$42.8K +587 New
US Bancorp
152
US Bancorp
Minnesota
$39.9K – – –
PFBT
153
Parkside Financial Bank & Trust
Missouri
$37K +$11.6K +159 +47%
Huntington National Bank
154
Huntington National Bank
Ohio
$22.7K -$1.9K -26 -8%
Quadrant Capital Group
155
Quadrant Capital Group
Ohio
$22.1K +$1.6K +22 +8%
UMB Bank
156
UMB Bank
Missouri
$13K -$729 -10 -5%
MIM
157
Macroview Investment Management
Maryland
$10.6K +$10.3K +142 New
GCM
158
Gladius Capital Management
Illinois
$8.51K +$8.31K +114 New
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$7.09K – – –
STRS Ohio
160
STRS Ohio
Ohio
$7K – – –
EverSource Wealth Advisors
161
EverSource Wealth Advisors
Alabama
$5.6K – – –
RCM
162
Raleigh Capital Management
North Carolina
$5.38K +$2.62K +36 +100%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$5K +$73 +1 +1%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$4K – – –
TC
165
Truvestments Capital
Florida
$3.58K +$3.5K +48 New
First Horizon Advisors
166
First Horizon Advisors
Tennessee
$3.21K – – –
MassMutual Private Wealth & Trust
167
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.9K -26 -52%
Farther Finance Advisors
168
Farther Finance Advisors
California
$1.79K +$1.75K +24 New
AWM
169
Accurate Wealth Management
Florida
$1.77K +$1.82K +25 New
LC
170
Lindbrook Capital
California
$1.49K – – –
AA
171
AlphaMark Advisors
Kentucky
$1K – – –
C
172
Covestor
United Kingdom
$1K +$219 +3 +75%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$821 – – –
Advisory Services Network
174
Advisory Services Network
Georgia
$821 +$802 +11 New
Farmers & Merchants Investments Inc
175
Farmers & Merchants Investments Inc
Nebraska
$672 – – –