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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
Kennedy Capital Management
176
Kennedy Capital Management
Missouri
– -$671K -12,240 Closed
JCIA
177
Jackson Creek Investment Advisors
Colorado
– -$649K -11,836 Closed
Hillsdale Investment Management
178
Hillsdale Investment Management
Ontario, Canada
– -$565K -10,300 Closed
Jump Financial
179
Jump Financial
Illinois
– -$526K -9,600 Closed
AE Wealth Management
180
AE Wealth Management
Kansas
– -$502K -9,164 Closed
Marshall Wace
181
Marshall Wace
United Kingdom
– -$477K -8,700 Closed
Graham Capital Management
182
Graham Capital Management
Connecticut
– -$300K -5,479 Closed
State of Wisconsin Investment Board
183
State of Wisconsin Investment Board
Wisconsin
– -$227K -4,141 Closed
VF
184
Virtu Financial
New York
– -$219K -3,998 Closed
Aquatic Capital Management
185
Aquatic Capital Management
Illinois
– -$126K -2,300 Closed
Vestcor Inc
186
Vestcor Inc
New Brunswick, Canada
– -$80K -1,457 Closed
WP
187
WealthPLAN Partners
Nebraska
– -$74.5K -1,359 Closed
Point72 Asset Management
188
Point72 Asset Management
Connecticut
– -$64.4K -1,175 Closed
MIM
189
Macroview Investment Management
Maryland
– -$10.2K -186 Closed
IAIM
190
International Assets Investment Management
Florida
– -$5.15K -94 Closed
Belpointe Asset Management
191
Belpointe Asset Management
Nevada
– -$4.66K -85 Closed
EverSource Wealth Advisors
192
EverSource Wealth Advisors
Alabama
– -$1.53K -28 Closed
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
– -$1K -19 Closed
Advisory Services Network
194
Advisory Services Network
Georgia
– -$603 -11 Closed
EI
195
Ellevest Inc
New York
– -$274 -5 Closed
CAL
196
Capital Advisors Ltd
Ohio
– +$201 +4 New