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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$380K +$30K +2,170 +8%
Morgan Stanley
27
Morgan Stanley
New York
$375K +$8.33K +603 +2%
Wells Fargo
28
Wells Fargo
California
$320K +$39K +2,823 +12%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$319K -$4.99K -361 -1%
Charles Schwab
30
Charles Schwab
California
$278K -$18.4K -1,333 -6%
FBT
31
First Bank & Trust
South Dakota
$228K +$27K +1,952 +12%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$176K -$14.4K -1,039 -7%
Nuveen
33
Nuveen
North Carolina
$176K
HSBC Holdings
34
HSBC Holdings
United Kingdom
$172K
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$168K +$22.9K +1,655 +14%
Goldman Sachs
36
Goldman Sachs
New York
$160K +$180K +13,033 New
GPGA
37
Grandeur Peak Global Advisors
Utah
$152K
TA
38
Tiedemann Advisors
New York
$145K -$43.9K -3,180 -21%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$141K -$29.2K -2,113 -16%
Barclays
40
Barclays
United Kingdom
$125K -$11.5K -831 -8%
TRCT
41
Tower Research Capital (TRC)
New York
$120K +$110K +7,969 +428%
PA
42
Parallel Advisors
California
$115K
JP Morgan Chase
43
JP Morgan Chase
New York
$108K +$4.57K +331 +4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$92K
FHC
45
First Horizon Corporation
Tennessee
$81K +$92.1K +6,669 New
Osaic Holdings
46
Osaic Holdings
Arizona
$80K +$1.62K +117 +2%
AIG
47
American International Group
New York
$67K -$1.71K -124 -2%
Deutsche Bank
48
Deutsche Bank
Germany
$58K +$6K +434 +10%
TCM
49
Tradewinds Capital Management
Washington
$49K
Bank of America
50
Bank of America
North Carolina
$31K -$11.3K -818 -25%