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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
GAMMA Investing
176
GAMMA Investing
California
$13.1K +$11.9K +182 New
UMB Bank
177
UMB Bank
Missouri
$11.9K – – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$11.3K +$391 +6 +4%
RCM
179
Raleigh Capital Management
North Carolina
$10.3K -$782 -12 -8%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$7.67K +$651 +10 +11%
Avior Wealth Management
181
Avior Wealth Management
Nebraska
$4.97K -$716 -11 -14%
Mitsubishi UFJ Asset Management
182
Mitsubishi UFJ Asset Management
Japan
$4.34K – – –
Advisory Services Network
183
Advisory Services Network
Georgia
$3.14K +$2.8K +43 New
MIM
184
Macroview Investment Management
Maryland
$2.85K -$8.21K -126 -76%
FFO
185
Fortitude Family Office
Arizona
$2.19K +$1.95K +30 New
Allworth Financial
186
Allworth Financial
California
$1.75K +$847 +13 +118%
LC
187
Lindbrook Capital
California
$1.39K -$65 -1 -5%
First Horizon Advisors
188
First Horizon Advisors
Tennessee
$1.39K – – –
AA
189
AlphaMark Advisors
Kentucky
$1K – – –
GWS
190
Glassman Wealth Services
Virginia
$950 – – –
Farther Finance Advisors
191
Farther Finance Advisors
California
$804 -$847 -13 -54%
Farmers & Merchants Investments Inc
192
Farmers & Merchants Investments Inc
Nebraska
$657 – – –
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$438 – – –
DA
194
Denali Advisors
California
– -$616K -9,900 Closed
Commonwealth of Pennsylvania Public School Employees Retirement System
195
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$544K -8,744 Closed
ADIM
196
Alpha DNA Investment Management
Maryland
– -$539K -8,652 Closed
AE Wealth Management
197
AE Wealth Management
Kansas
– -$538K -8,643 Closed
M1FG
198
Mach-1 Financial Group
Arkansas
– -$475K -7,632 Closed
SGI
199
Summit Global Investments
Utah
– -$355K -5,706 Closed
HWAM
200
Hennion & Walsh Asset Management
New Jersey
– -$290K -4,659 Closed