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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
Quadrant Capital Group
151
Quadrant Capital Group
Ohio
$11.3K -$6.02K -89 -30%
MIM
152
Macroview Investment Management
Maryland
$10.2K +$2.97K +44 +31%
UMB Bank
153
UMB Bank
Missouri
$8.93K -$608 -9 -5%
MassMutual Private Wealth & Trust
154
MassMutual Private Wealth & Trust
Connecticut
$6.74K +$6.69K +99 +413%
GCM
155
Gladius Capital Management
Illinois
$5.54K -$879 -13 -11%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$5.21K – – –
IAIM
157
International Assets Investment Management
Florida
$5.15K +$6.35K +94 New
RCM
158
Raleigh Capital Management
North Carolina
$4.8K +$1.08K +16 +22%
Belpointe Asset Management
159
Belpointe Asset Management
Nevada
$4.66K +$5.75K +85 New
Avior Wealth Management
160
Avior Wealth Management
Nebraska
$4.33K +$5.34K +79 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$4.28K +$4.53K +67 +609%
RI
162
Ridgewood Investments
New Jersey
$3.46K +$4.26K +63 New
Bessemer Group
163
Bessemer Group
New Jersey
$3K +$3.92K +58 New
First Horizon Advisors
164
First Horizon Advisors
Tennessee
$2.36K – – –
EverSource Wealth Advisors
165
EverSource Wealth Advisors
Alabama
$1.53K -$3.18K -47 -63%
Farther Finance Advisors
166
Farther Finance Advisors
California
$1.31K – – –
LC
167
Lindbrook Capital
California
$1.1K – – –
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$1K -$54.1K -800 -98%
AA
169
AlphaMark Advisors
Kentucky
$1K – – –
Advisory Services Network
170
Advisory Services Network
Georgia
$603 – – –
Farmers & Merchants Investments Inc
171
Farmers & Merchants Investments Inc
Nebraska
$493 – – –
EI
172
Ellevest Inc
New York
$274 +$338 +5 New
PFMOSF
173
Philadelphia Financial Management of San Francisco
California
– -$14.9M -199,608 Closed
Avalon Investment & Advisory
174
Avalon Investment & Advisory
Texas
– -$2.6M -34,895 Closed
EC
175
EJF Capital
Virginia
– -$2.49M -33,362 Closed