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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$252K -$87.1K -1,791 -25%
Deutsche Bank
77
Deutsche Bank
Germany
$247K -$21.3K -437 -7%
MIM
78
MetLife Investment Management
New Jersey
$247K +$95.3K +1,959 +57%
ECM
79
Evergreen Capital Management
Washington
$242K
ATPW
80
Ashton Thomas Private Wealth
Arizona
$242K
TA
81
Tiedemann Advisors
New York
$241K
AIG
82
American International Group
New York
$231K +$730 +15 +0.3%
LNWTC
83
Laird Norton Wetherby Trust Company
Washington
$228K
Russell Investments Group
84
Russell Investments Group
United Kingdom
$218K +$184K +3,774 +368%
FW
85
FirstPurpose Wealth
Utah
$210K +$224K +4,598 New
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$200K -$36.2K -745 -15%
TRCT
87
Tower Research Capital (TRC)
New York
$194K +$189K +3,876 +1,025%
TCM
88
Tradewinds Capital Management
Washington
$190K
US Bancorp
89
US Bancorp
Minnesota
$180K +$173K +3,549 +944%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$176K -$52.8K -1,085 -22%
UBS Group
91
UBS Group
Switzerland
$120K -$15K -308 -11%
Wells Fargo
92
Wells Fargo
California
$104K -$153K -3,145 -58%
Barclays
93
Barclays
United Kingdom
$76K -$478K -9,834 -86%
PFS
94
Prospera Financial Services
Texas
$76K +$80.7K +1,660 New
DWA
95
Dorsey Wright & Associates
California
$74K -$10.6K -217 -12%
AB
96
Amalgamated Bank
New York
$65K +$68.8K +1,414 New
AF
97
Amalgamated Financial
New York
$65K +$68.8K +1,414 New
Lazard Asset Management
98
Lazard Asset Management
New York
$46K
Legal & General Group
99
Legal & General Group
United Kingdom
$46K +$5.59K +115 +13%
AIP
100
Ameritas Investment Partners
Nebraska
$34K