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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
$496K +$204K +12,592 +72%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$470K +$461K +28,525 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$424K +$37.8K +2,340 +10%
MFIM
29
Mesirow Financial Investment Management
Illinois
$387K -$150K -9,289 -28%
Charles Schwab
30
Charles Schwab
California
$348K +$71.7K +4,438 +27%
TA
31
Tiedemann Advisors
New York
$332K -$15.5K -959 -5%
JP Morgan Chase
32
JP Morgan Chase
New York
$306K +$167K +10,350 +125%
KCM
33
Kennedy Capital Management
Missouri
$300K -$102K -6,304 -26%
First Trust Advisors
34
First Trust Advisors
Illinois
$284K -$5.42K -335 -2%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$277K +$272K +16,811 New
FBT
36
First Bank & Trust
South Dakota
$276K -$210 -13 -0.1%
GC
37
Globeflex Capital
California
$271K +$266K +16,479 New
Nuveen
38
Nuveen
North Carolina
$237K +$232K +14,377 New
SIM
39
Spark Investment Management
New York
$233K
Millennium Management
40
Millennium Management
New York
$228K +$224K +13,856 New
Wells Fargo
41
Wells Fargo
California
$217K -$149K -9,201 -41%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$214K +$23.6K +1,461 +13%
GPGA
43
Grandeur Peak Global Advisors
Utah
$204K
HSBC Holdings
44
HSBC Holdings
United Kingdom
$201K -$89.9K -5,563 -31%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$197K
Barclays
46
Barclays
United Kingdom
$196K +$115K +7,143 +151%
TA
47
Teton Advisors
New York
$194K
UBS Group
48
UBS Group
Switzerland
$158K +$59.1K +3,654 +61%
PA
49
Parallel Advisors
California
$155K
Bessemer Group
50
Bessemer Group
New Jersey
$145K +$6.47K +400 +5%