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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$212K +$171K +5,839 +371%
TA
52
Tiedemann Advisors
New York
$208K -$60K -2,050 -22%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$182K -$6.59K -225 -3%
AIG
54
American International Group
New York
$151K +$117 +4 +0.1%
TCM
55
Tradewinds Capital Management
Washington
$117K
Morgan Stanley
56
Morgan Stanley
New York
$104K -$486K -16,608 -82%
Bank of America
57
Bank of America
North Carolina
$55K -$272K -9,301 -83%
DWA
58
Dorsey Wright & Associates
California
$42K +$42.8K +1,460 New
Barclays
59
Barclays
United Kingdom
$35K -$187K -6,372 -84%
APA
60
American Portfolios Advisors
New York
$33.4K +$849 +29 +3%
TRCT
61
Tower Research Capital (TRC)
New York
$29K +$9.75K +333 +50%
Legal & General Group
62
Legal & General Group
United Kingdom
$25K +$1.41K +48 +6%
Nisa Investment Advisors
63
Nisa Investment Advisors
Missouri
$17K
Lazard Asset Management
64
Lazard Asset Management
New York
$16K
AIP
65
Ameritas Investment Partners
Nebraska
$15K
Citigroup
66
Citigroup
New York
$13K -$4.48K -153 -25%
CAM
67
ClariVest Asset Management
California
$10K
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$8.68K -$99.6K -3,402 -92%
IAS
69
IMA Advisory Services
Colorado
$6K
Wells Fargo
70
Wells Fargo
California
-$411K -15,625 Closed
IAIM
71
International Assets Investment Management
Florida
-$51K -2,408 Closed
UBS Group
72
UBS Group
Switzerland
-$58K -2,206 Closed
MFIM
73
Mesirow Financial Investment Management
Illinois
-$18K -704 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$7K -264 Closed
MAM
75
Meeder Asset Management
Ohio
-$3K -120 Closed