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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.65M -$547K -12,602 -17%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.59M +$968K +22,309 +59%
JAM
28
Jacobs Asset Management
New York
$2.57M +$330K +7,596 +14%
SCA
29
Stieven Capital Advisors
Missouri
$2.37M +$2.4M +55,313 New
PAIM
30
Punch & Associates Investment Management
Minnesota
$2.23M +$2.26M +52,000 New
PFO
31
PMC FIG Opportunities
Israel
$2.19M +$912K +21,000 +70%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.06M
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.98M +$23.9K +550 +1%
NIP
34
Nicholas Investment Partners
California
$1.7M
TC
35
TownSquare Capital
Utah
$1.64M -$806K -18,578 -33%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$1.52M
Nuveen
37
Nuveen
North Carolina
$1.48M -$514K -11,831 -26%
First Trust Advisors
38
First Trust Advisors
Illinois
$1.44M -$46.1K -1,063 -3%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$1.38M -$334K -7,700 -19%
Charles Schwab
40
Charles Schwab
California
$1.31M -$955 -22 -0.1%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$1.28M -$879K -20,239 -40%
EMFAT
42
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.13M
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.07M +$73.8K +1,700 +7%
Two Sigma Investments
44
Two Sigma Investments
New York
$1.06M -$232K -5,334 -18%
Federated Hermes
45
Federated Hermes
Pennsylvania
$925K -$7.99K -184 -0.8%
FBT
46
First Bank & Trust
South Dakota
$914K -$45.3K -1,044 -5%
Goldman Sachs
47
Goldman Sachs
New York
$896K -$177K -4,088 -16%
QC
48
Quent Capital
New York
$853K
CCM
49
Cox Capital Management
Massachusetts
$846K +$116K +2,661 +16%
DI
50
DFPG Investments
Utah
$796K -$178K -4,106 -16%