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Preferred Bank/Los Angeles CA

Institutional holders · 13F as of Dec 31, 2025

221 holders

HolderValueShares% of shares
Capital Advisors, Ltd. LLC$04—
Covestor Ltd$17—
HANTZ FINANCIAL SERVICES, INC.$11124—
BESSEMER GROUP INC$15169—
HARBOR CAPITAL ADVISORS, INC.$19175—
Keating Financial Advisory Services, Inc.$941—
SBI Securities Co., Ltd.$941—
TFC Financial Management, Inc.$951—
GILPIN WEALTH MANAGEMENT, LLC$951—
FLAGSHIP HARBOR ADVISORS, LLC$1892—
GSA CAPITAL PARTNERS LLP$2302,541—
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2762,925—
CIBC Private Wealth Group LLC$2833—
AMALGAMATED BANK$3163,349—
Larson Financial Group LLC$3784—
MAI Capital Management$5456—
State of Alaska, Department of Revenue$5676,268—
FARMERS & MERCHANTS INVESTMENTS INC$6357—
SG Americas Securities, LLC$6646,247—
THRIVENT FINANCIAL FOR LUTHERANS$7367,795—
Ankerstar Wealth, LLC$7558—
CWM, LLC$7998,462—
Farther Finance Advisors, LLC$8509—
True Wealth Design, LLC$8509—
LSV ASSET MANAGEMENT$8899,800—
CANADA LIFE ASSURANCE Co$99110,938—
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.0K11,079—
Virtu Financial LLC$1.2K12,345—
Glen Eagle Advisors, LLC$1.4K15—
Quarry LP$1.5K16—
Bruce G. Allen Investments, LLC$1.5K16—
Sound Income Strategies, LLC$1.6K16—
JONES FINANCIAL COMPANIES LLLP$1.6K17—
Jackson Creek Investment Advisors LLC$1.8K18,574—
ROTHSCHILD INVESTMENT LLC$1.9K20—
Aster Capital Management (DIFC) Ltd$2.1K22—
HRT FINANCIAL LP$2.1K22,531—
Parallel Advisors, LLC$2.6K27—
US BANCORP \DE$2.6K28—
Arax Advisory Partners$2.7K28—
Fortitude Family Office, LLC$2.8K30—
IFP Advisors, Inc$3.2K34—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.8K40—
KESTREL INVESTMENT MANAGEMENT CORP$3.8K40,050—
T. Rowe Price Associates, Inc.$3.8K40,120—
Salomon & Ludwin, LLC$4.2K39—
QUADRANT CAPITAL GROUP LLC$4.3K46—
NISA INVESTMENT ADVISORS, LLC$4.3K46—
Eurizon Capital SGR S.p.A.$6.5K69—
ASSETMARK, INC$7.7K85—
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