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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Princeton Capital Management
New Jersey
$216K
DTL
152
Dynamic Technology Lab
Singapore
$212K +$202K +2,450 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$206K -$32.4K -393 -14%
CC
154
Corton Capital
Ontario, Canada
$202K -$41.5K -504 -18%
RC
155
Rexford Capital
Texas
$128K +$122K +1,480 New
AIP
156
Ameritas Investment Partners
Nebraska
$115K
NA
157
NewEdge Advisors
Louisiana
$114K +$84.4K +1,024 +351%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$108K +$4.2K +51 +4%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$99.9K -$4.62K -56 -5%
CCM
160
Copeland Capital Management
Pennsylvania
$73.1K +$9.72K +118 +16%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$69.7K +$742 +9 +1%
Osaic Holdings
162
Osaic Holdings
Arizona
$52.2K +$1.32K +16 +3%
GI
163
GAMMA Investing
California
$42.7K +$4.29K +52 +12%
SAM
164
Smartleaf Asset Management
Massachusetts
$37K +$412 +5 +1%
CA
165
Clearstead Advisors
Ohio
$31.8K +$30.2K +367 New
EWA
166
EverSource Wealth Advisors
Alabama
$28.6K +$25.2K +306 +1,224%
MAM
167
Meeder Asset Management
Ohio
$28.2K -$27.8K -337 -51%
PD
168
Point72 (DIFC)
United Arab Emirates
$26K -$20.8K -252 -46%
NS
169
NBC Securities
Alabama
$26K
US Bancorp
170
US Bancorp
Minnesota
$22.1K -$23.2K -282 -53%
VCM
171
Versant Capital Management
Arizona
$17.1K +$6.59K +80 +68%
HNB
172
Huntington National Bank
Ohio
$16.5K +$165 +2 +1%
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.4K
Simplex Trading
174
Simplex Trading
Illinois
$16K +$16.2K +196 New
UB
175
UMB Bank
Missouri
$14.6K