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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$383K -$15.7K -1,192 -4%
Charles Schwab
27
Charles Schwab
California
$349K +$38.5K +2,924 +14%
Wells Fargo
28
Wells Fargo
California
$337K +$83.8K +6,359 +38%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$260K +$138K +10,472 +138%
PAM
30
Panagora Asset Management
Massachusetts
$253K +$138K +10,448 +150%
FBT
31
First Bank & Trust
South Dakota
$242K -$23.4K -1,774 -10%
GC
32
Globeflex Capital
California
$239K
MFIM
33
Mesirow Financial Investment Management
Illinois
$233K -$5.19K -394 -2%
First Trust Advisors
34
First Trust Advisors
Illinois
$226K +$14.7K +1,112 +8%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$225K
TA
36
Tiedemann Advisors
New York
$218K
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$211K -$32.9K -2,496 -15%
Nuveen
38
Nuveen
North Carolina
$209K
HSBC Holdings
39
HSBC Holdings
United Kingdom
$199K -$13.1K -994 -7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$198K +$28.7K +2,175 +19%
GPGA
41
Grandeur Peak Global Advisors
Utah
$180K
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$176K
Barclays
43
Barclays
United Kingdom
$160K +$31.8K +2,411 +28%
PA
44
Parallel Advisors
California
$136K
JP Morgan Chase
45
JP Morgan Chase
New York
$118K -$69K -5,239 -39%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$109K
Osaic Holdings
47
Osaic Holdings
Arizona
$92K +$14.4K +1,091 +21%
AIG
48
American International Group
New York
$81K +$12.7K +965 +21%
Deutsche Bank
49
Deutsche Bank
Germany
$62K +$23.3K +1,766 +70%
TCM
50
Tradewinds Capital Management
Washington
$58K