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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
Farther Finance Advisors
201
Farther Finance Advisors
California
$606 -$907 -11 -61%
Larson Financial Group
202
Larson Financial Group
Missouri
$519 +$412 +5 +500%
CT
203
Clearstead Trust
Maine
$433 +$412 +5 New
Jones Financial Companies
204
Jones Financial Companies
Missouri
$432 +$412 +5 New
EP
205
Essential Partners
California
$260 +$247 +3 New
Horizon Investments
206
Horizon Investments
North Carolina
$258 +$247 +3 New
SBI Securities
207
SBI Securities
Japan
$87 – – –
TFM
208
TFC Financial Management
Massachusetts
$87 – – –
Weiss Asset Management
209
Weiss Asset Management
Massachusetts
– -$6.88M -82,192 Closed
DA
210
Denali Advisors
California
– -$2.85M -34,113 Closed
Empowered Funds
211
Empowered Funds
Pennsylvania
– -$2.14M -25,605 Closed
ExodusPoint Capital Management
212
ExodusPoint Capital Management
New York
– -$1.18M -14,086 Closed
Picton Mahoney Asset Management
213
Picton Mahoney Asset Management
Ontario, Canada
– -$1.12M -13,408 Closed
DFCM
214
Dark Forest Capital Management
Puerto Rico
– -$1.12M -13,401 Closed
Balyasny Asset Management
215
Balyasny Asset Management
Illinois
– -$1.08M -12,888 Closed
Trexquant Investment
216
Trexquant Investment
Connecticut
– -$762K -9,103 Closed
HighTower Advisors
217
HighTower Advisors
Illinois
– -$674K -8,055 Closed
State Board of Administration of Florida Retirement System
218
State Board of Administration of Florida Retirement System
Florida
– -$575K -6,871 Closed
CF
219
Corebridge Financial
Texas
– -$534K -6,385 Closed
Quadrature Capital
220
Quadrature Capital
United Kingdom
– -$430K -5,131 Closed
Amundi
221
Amundi
France
– -$389K -5,027 Closed
VEA
222
Virtus ETF Advisers
New York
– -$369K -4,411 Closed
M1FG
223
Mach-1 Financial Group
Arkansas
– -$327K -3,910 Closed
Allianz Asset Management
224
Allianz Asset Management
Germany
– -$301K -3,600 Closed
OR
225
Olympiad Research
Connecticut
– -$240K -2,865 Closed