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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
Farther Finance Advisors
California
$1.45K +$160 +2 +13%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$1.36K
BTI
203
Blue Trust Inc
Georgia
$1.28K +$1.36K +17 New
GEA
204
Glen Eagle Advisors
New Jersey
$1.13K
AA
205
AlphaMark Advisors
Kentucky
$1K
C
206
Covestor
United Kingdom
$1K +$240 +3 +25%
BGAI
207
Bruce G. Allen Investments
Colorado
$963 +$959 +12 New
AF
208
Allworth Financial
California
$883 -$1.04K -13 -54%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$722
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$482
IA
211
IFP Advisors
Florida
$137 -$21.6K -271 -99%
TFM
212
TFC Financial Management
Massachusetts
$81
MFG
213
Mendota Financial Group
Wisconsin
$81 +$80 +1 New
LFG
214
Larson Financial Group
Missouri
$80
OAM
215
Oberweis Asset Management
Illinois
-$7.17M -95,000 Closed
ZIM
216
Zacks Investment Management
Illinois
-$1.93M -25,590 Closed
JCIA
217
Jackson Creek Investment Advisors
Colorado
-$1.21M -15,963 Closed
II
218
Inspire Investing
Idaho
-$791K -10,473 Closed
TI
219
Trexquant Investment
Connecticut
-$572K -7,578 Closed
CIC
220
Cornercap Investment Counsel
Georgia
-$560K -7,416 Closed
SGI
221
Summit Global Investments
Utah
-$550K -7,282 Closed
OQS
222
Occudo Quantitative Strategies
Florida
-$469K -6,209 Closed
Truist Financial
223
Truist Financial
North Carolina
-$370K -4,907 Closed
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
-$325K -4,280 Closed
PTC
225
Petrus Trust Company
Texas
-$294K -3,899 Closed