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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$257K +$46.8K +2,963 +24%
SIM
27
Spark Investment Management
New York
$250K +$33.9K +2,147 +17%
GPGA
28
Grandeur Peak Global Advisors
Utah
$211K
TA
29
Teton Advisors
New York
$200K
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$189K +$17.6K +1,115 +11%
Deutsche Bank
31
Deutsche Bank
Germany
$150K +$7.23K +458 +5%
Victory Capital Management
32
Victory Capital Management
Texas
$143K
PA
33
Parallel Advisors
California
$119K +$110K +6,990 New
Wells Fargo
34
Wells Fargo
California
$93K +$34.2K +2,163 +65%
FBT
35
First Bank & Trust
South Dakota
$86K +$79.8K +5,056 New
AIG
36
American International Group
New York
$78K +$5.83K +369 +9%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$68K
AG
38
Advisor Group
Arizona
$47K +$900 +57 +2%
Morgan Stanley
39
Morgan Stanley
New York
$44K -$146K -9,268 -78%
Bank of America
40
Bank of America
North Carolina
$40K -$29.9K -1,896 -45%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$40K +$29.5K +1,867 +368%
Barclays
42
Barclays
United Kingdom
$36K +$31.6K +2,001 +1,450%
JP Morgan Chase
43
JP Morgan Chase
New York
$33K -$2.46K -156 -8%
Citigroup
44
Citigroup
New York
$32K +$2.64K +167 +10%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$26.1K +$21.6K +1,366 +808%
TRCT
46
Tower Research Capital (TRC)
New York
$18K +$16.6K +1,054 New
Legal & General Group
47
Legal & General Group
United Kingdom
$15K
UBS Group
48
UBS Group
Switzerland
$10K -$31.2K -1,974 -78%
AIP
49
Ameritas Investment Partners
Nebraska
$9K
CCA
50
Catalyst Capital Advisors
New York
$6K