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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$280K -$87.4K -5,592 -17%
Charles Schwab
27
Charles Schwab
California
$222K
FBT
28
First Bank & Trust
South Dakota
$194K +$26.7K +1,708 +10%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$179K +$3.42K +219 +1%
Wells Fargo
30
Wells Fargo
California
$177K +$58.1K +3,716 +28%
MFIM
31
Mesirow Financial Investment Management
Illinois
$173K -$110K -7,033 -30%
GC
32
Globeflex Capital
California
$173K
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$162K +$38.4K +2,460 +19%
TA
34
Tiedemann Advisors
New York
$158K -$80.6K -5,158 -26%
TC
35
TownSquare Capital
Utah
$156K +$63.9K +4,088 +46%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$154K +$39.2K +2,509 +21%
First Trust Advisors
37
First Trust Advisors
Illinois
$152K -$43.7K -2,799 -16%
Nuveen
38
Nuveen
North Carolina
$151K
JP Morgan Chase
39
JP Morgan Chase
New York
$141K -$81.1K -5,189 -28%
GPGA
40
Grandeur Peak Global Advisors
Utah
$130K
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$127K +$2.16K +138 +1%
TA
42
Teton Advisors
New York
$124K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$120K +$179K +11,441 New
BCM
44
Bridgeway Capital Management
Texas
$105K +$156K +10,000 New
Victory Capital Management
45
Victory Capital Management
Texas
$103K +$21.6K +1,383 +16%
PA
46
Parallel Advisors
California
$98K
Barclays
47
Barclays
United Kingdom
$91K -$50.9K -3,257 -27%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$82K -$19.5K -1,249 -14%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$79K
PAM
50
Panagora Asset Management
Massachusetts
$73K +$13.7K +878 +14%