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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
201
International Assets Investment Management
Florida
$4.32K – – –
SL
202
Salomon & Ludwin
Virginia
$4.21K – – –
VWA
203
Valued Wealth Advisors
Utah
$3.83K +$768 +8 +29%
QL
204
Quarry LP
New York
$3.29K +$2.98K +31 New
FFO
205
Fortitude Family Office
Arizona
$3.19K – – –
Mather Group
206
Mather Group
Illinois
$3.19K – – –
US Bancorp
207
US Bancorp
Minnesota
$2.98K – – –
Farther Finance Advisors
208
Farther Finance Advisors
California
$2.65K +$672 +7 +39%
TWD
209
True Wealth Design
Ohio
$2.02K +$960 +10 +111%
Horizon Investments
210
Horizon Investments
North Carolina
$1.79K -$1.63K -17 -50%
Jones Financial Companies
211
Jones Financial Companies
Missouri
$1.78K +$1.15K +12 +240%
GEA
212
Glen Eagle Advisors
New Jersey
$1.59K – – –
IFWM
213
Institute for Wealth Management
Colorado
$1.52K +$1.34K +14 New
KG
214
Kilter Group
New York
$1.49K – – –
BGAI
215
Bruce G. Allen Investments
Colorado
$1.38K – – –
KFAS
216
Keating Financial Advisory Services
Kansas
$1.06K – – –
C
217
Covestor
United Kingdom
$1K +$192 +2 +40%
WETS
218
Wealth Enhancement Trust Services
South Dakota
$850 +$768 +8 New
Farmers & Merchants Investments Inc
219
Farmers & Merchants Investments Inc
Nebraska
$744 – – –
Larson Financial Group
220
Larson Financial Group
Missouri
$744 – – –
AW
221
Ankerstar Wealth
Texas
$638 – – –
CMA
222
Cedar Mountain Advisors
Oregon
$638 – – –
SGFG
223
Silver Grove Financial Group
New York
$425 +$384 +4 New
PMFA
224
Plante Moran Financial Advisors
Michigan
$319 +$288 +3 New
TFM
225
TFC Financial Management
Massachusetts
$107 – – –