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Preferred Bank

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$1.32K +$93 +1 +7%
BGAI
202
Bruce G. Allen Investments
Colorado
$1.18K
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$814
TWD
204
True Wealth Design
Ohio
$814
FFA
205
Farther Finance Advisors
California
$814 +$185 +2 +29%
EP
206
Essential Partners
California
$723 +$464 +5 +167%
S
207
SignatureFD
Georgia
$633 +$649 +7 New
CT
208
Clearstead Trust
Maine
$452
LFG
209
Larson Financial Group
Missouri
$362 -$185 -2 -33%
IA
210
IFP Advisors
Florida
$181 +$185 +2 New
TFM
211
TFC Financial Management
Massachusetts
$91
SS
212
SBI Securities
Japan
$90
SBH
213
Segall Bryant & Hamill
Illinois
-$1.18M -13,578 Closed
Jacobs Levy Equity Management
214
Jacobs Levy Equity Management
New Jersey
-$757K -8,745 Closed
XT
215
XTX Topco
Cayman Islands
-$652K -7,537 Closed
Macquarie Group
216
Macquarie Group
Australia
-$407K -4,700 Closed
TSS
217
Two Sigma Securities
New York
-$405K -4,675 Closed
CC
218
Centiva Capital
New York
-$319K -3,688 Closed
MYIA
219
Mount Yale Investment Advisors
Colorado
-$296K -3,417 Closed
MSRPS
220
Maryland State Retirement & Pension System
Maryland
-$294K -3,396 Closed
VF
221
Virtu Financial
New York
-$266K -3,069 Closed
Verition Fund Management
222
Verition Fund Management
Connecticut
-$232K -2,678 Closed
CC
223
Corton Capital
Ontario, Canada
-$202K -2,338 Closed
MAM
224
Meeder Asset Management
Ohio
-$28.2K -326 Closed
MCM
225
MAI Capital Management
Ohio
-$14K -162 Closed