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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$196K
FHC
52
First Horizon Corporation
Tennessee
$181K +$10.2K +412 +6%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$172K +$8.11K +328 +5%
AIG
54
American International Group
New York
$139K +$346 +14 +0.3%
TCM
55
Tradewinds Capital Management
Washington
$108K
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$97.2K +$41.1K +1,662 +81%
UBS Group
57
UBS Group
Switzerland
$58K -$8.08K -327 -13%
IAIM
58
International Assets Investment Management
Florida
$51K
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$41K +$38.9K +1,572 New
APA
60
American Portfolios Advisors
New York
$29.9K +$18.6K +752 +194%
Legal & General Group
61
Legal & General Group
United Kingdom
$22K
TRCT
62
Tower Research Capital (TRC)
New York
$18K -$58.1K -2,351 -78%
MFIM
63
Mesirow Financial Investment Management
Illinois
$18K +$7.44K +301 +75%
Citigroup
64
Citigroup
New York
$16K -$27.6K -1,118 -65%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$16K +$14.8K +600 New
AIP
66
Ameritas Investment Partners
Nebraska
$14K
Lazard Asset Management
67
Lazard Asset Management
New York
$14K +$13.9K +561 New
CAM
68
ClariVest Asset Management
California
$9K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$7K -$28.4K -1,150 -81%
IAS
70
IMA Advisory Services
Colorado
$5K
MAM
71
Meeder Asset Management
Ohio
$3K +$2.97K +120 New
BCI
72
Brinker Capital Investments
Pennsylvania
-$11.2M -532,060 Closed
HSBC Holdings
73
HSBC Holdings
United Kingdom
-$290K -13,915 Closed