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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.08M +$232K +9,382 +30%
TC
27
TownSquare Capital
Utah
$1.06M +$173K +6,989 +21%
PAM
28
Panagora Asset Management
Massachusetts
$928K -$460K -18,631 -34%
JP Morgan Chase
29
JP Morgan Chase
New York
$735K +$28.7K +1,160 +4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$631K -$14.5K -586 -2%
Charles Schwab
31
Charles Schwab
California
$589K -$35.1K -1,419 -6%
Morgan Stanley
32
Morgan Stanley
New York
$531K -$377K -15,253 -43%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$498K -$44.5K -1,801 -9%
JC
34
JCSD Capital
California
$490K
Wells Fargo
35
Wells Fargo
California
$411K -$271K -10,980 -41%
Deutsche Bank
36
Deutsche Bank
Germany
$411K +$226K +9,145 +140%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$378K
FBT
38
First Bank & Trust
South Dakota
$377K -$108K -4,372 -23%
Nuveen
39
Nuveen
North Carolina
$377K
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$360K
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$337K -$24K -970 -7%
GPGA
42
Grandeur Peak Global Advisors
Utah
$325K
PA
43
Parallel Advisors
California
$311K
Bank of America
44
Bank of America
North Carolina
$294K +$164K +6,616 +144%
Victory Capital Management
45
Victory Capital Management
Texas
$258K -$1.11K -45 -0.5%
Osaic Holdings
46
Osaic Holdings
Arizona
$258K +$16.9K +685 +7%
TA
47
Tiedemann Advisors
New York
$244K +$230K +9,320 New
IB
48
Intrust Bank
Kansas
$233K +$220K +8,911 New
MML Investors Services
49
MML Investors Services
Massachusetts
$210K +$198K +8,001 New
Barclays
50
Barclays
United Kingdom
$199K -$34.3K -1,387 -15%