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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
EverSource Wealth Advisors
201
EverSource Wealth Advisors
Alabama
$2.09K -$607 -7 -22%
Wilmington Savings Fund Society
202
Wilmington Savings Fund Society
Delaware
$2.09K – – –
TSMHT
203
Thurston Springer Miller Herd & Titak
Indiana
$1.84K -$7.97K -92 -81%
RIL
204
Rothschild Investment LLC
Illinois
$1.67K – – –
First Horizon Advisors
205
First Horizon Advisors
Tennessee
$1.59K – – –
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$1.58K +$1.82K +21 New
Farther Finance Advisors
207
Farther Finance Advisors
California
$1.51K – – –
LC
208
Lindbrook Capital
California
$1.51K – – –
GEA
209
Glen Eagle Advisors
New Jersey
$1.2K – – –
Arax Advisory Partners
210
Arax Advisory Partners
Colorado
$1.09K -$13.5K -156 -92%
BGAI
211
Bruce G. Allen Investments
Colorado
$1K – – –
C
212
Covestor
United Kingdom
$1K -$1.73K -20 -69%
Allworth Financial
213
Allworth Financial
California
$946 – – –
Farmers & Merchants Investments Inc
214
Farmers & Merchants Investments Inc
Nebraska
$753 – – –
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$502 – – –
Brooklyn Investment Group
216
Brooklyn Investment Group
New York
$168 +$173 +2 New
SBI Securities
217
SBI Securities
Japan
$84 -$433 -5 -83%
Larson Financial Group
218
Larson Financial Group
Missouri
$84 – – –
TFM
219
TFC Financial Management
Massachusetts
$84 – – –
Jefferies Financial Group
220
Jefferies Financial Group
New York
– -$1.41M -16,285 Closed
Exchange Traded Concepts
221
Exchange Traded Concepts
Oklahoma
– -$1.41M -16,272 Closed
MPM
222
Meritage Portfolio Management
Kansas
– -$1.27M -14,729 Closed
VIA
223
Virtus Investment Advisers
Connecticut
– -$366K -4,238 Closed
SRL
224
Scientech Research LLC
New Jersey
– -$334K -3,863 Closed
Schonfeld Strategic Advisors
225
Schonfeld Strategic Advisors
New York
– -$302K -3,500 Closed