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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$360K +$115K +7,063 +44%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$333K +$26.9K +1,651 +8%
Charles Schwab
28
Charles Schwab
California
$258K +$25.7K +1,578 +10%
FBT
29
First Bank & Trust
South Dakota
$243K +$173K +10,626 +210%
SIM
30
Spark Investment Management
New York
$228K
GPGA
31
Grandeur Peak Global Advisors
Utah
$192K
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$185K +$13.8K +850 +8%
TA
33
Teton Advisors
New York
$183K
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$164K +$107K +6,600 +165%
PA
35
Parallel Advisors
California
$145K +$39.1K +2,405 +34%
Victory Capital Management
36
Victory Capital Management
Texas
$130K
Deutsche Bank
37
Deutsche Bank
Germany
$109K -$30.2K -1,856 -21%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$94K +$60.1K +3,695 +156%
AG
39
Advisor Group
Arizona
$88K +$46.9K +2,883 +103%
Barclays
40
Barclays
United Kingdom
$77K +$46.6K +2,866 +134%
AIG
41
American International Group
New York
$76K +$6K +369 +8%
Bank of America
42
Bank of America
North Carolina
$50K +$13.9K +856 +37%
UBS Group
43
UBS Group
Switzerland
$47K +$39.7K +2,443 +428%
JP Morgan Chase
44
JP Morgan Chase
New York
$33K +$3.53K +217 +11%
Citigroup
45
Citigroup
New York
$32K +$3.66K +225 +12%
Legal & General Group
46
Legal & General Group
United Kingdom
$22K +$8.53K +524 +57%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$14.9K -$9.36K -575 -37%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$11K +$11.4K +699 +8,738%
AIP
49
Ameritas Investment Partners
Nebraska
$8K
SMFS
50
Squar Milner Financial Services
California
$3K +$3.24K +199 New