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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
201
Fortitude Family Office
Arizona
$2.59K – – –
Mather Group
202
Mather Group
Illinois
$2.59K – – –
Wilmington Savings Fund Society
203
Wilmington Savings Fund Society
Delaware
$2.16K – – –
Bessemer Group
204
Bessemer Group
New Jersey
$2K – – –
RIL
205
Rothschild Investment LLC
Illinois
$1.73K +$1.77K +20 New
First Horizon Advisors
206
First Horizon Advisors
Tennessee
$1.64K – – –
LC
207
Lindbrook Capital
California
$1.55K -$88 -1 -5%
Farther Finance Advisors
208
Farther Finance Advisors
California
$1.55K – – –
GEA
209
Glen Eagle Advisors
New Jersey
$1.23K – – –
BGAI
210
Bruce G. Allen Investments
Colorado
$1.04K – – –
AA
211
AlphaMark Advisors
Kentucky
$1K – – –
Allworth Financial
212
Allworth Financial
California
$954 – – –
Farmers & Merchants Investments Inc
213
Farmers & Merchants Investments Inc
Nebraska
$777 – – –
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$518 – – –
SBI Securities
215
SBI Securities
Japan
$518 +$530 +6 New
IFP Advisors
216
IFP Advisors
Florida
$259 +$88 +1 +50%
Global Retirement Partners
217
Global Retirement Partners
California
$173 +$177 +2 New
TFM
218
TFC Financial Management
Massachusetts
$87 – – –
Larson Financial Group
219
Larson Financial Group
Missouri
$86 – – –
VI
220
Versor Investments
New York
– -$1.3M -16,154 Closed
Jacobs Levy Equity Management
221
Jacobs Levy Equity Management
New Jersey
– -$888K -11,065 Closed
Guggenheim Capital
222
Guggenheim Capital
Illinois
– -$646K -8,052 Closed
State of Wisconsin Investment Board
223
State of Wisconsin Investment Board
Wisconsin
– -$579K -7,210 Closed
PP
224
PDT Partners
New York
– -$556K -6,934 Closed
Jupiter Asset Management
225
Jupiter Asset Management
United Kingdom
– -$551K -6,867 Closed