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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
201
Fortitude Family Office
Arizona
$2.59K
MG
202
Mather Group
Illinois
$2.59K
WSFS
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
FHA
206
First Horizon Advisors
Tennessee
$1.64K
LC
207
Lindbrook Capital
California
$1.55K -$88 -1 -5%
FFA
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
AF
212
Allworth Financial
California
$954
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$777
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$518
SS
215
SBI Securities
Japan
$518 +$530 +6 New
IA
216
IFP Advisors
Florida
$259 +$88 +1 +50%
GRP
217
Global Retirement Partners
California
$173 +$177 +2 New
TFM
218
TFC Financial Management
Massachusetts
$87
LFG
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
GC
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
JAM
225
Jupiter Asset Management
United Kingdom
-$551K -6,867 Closed