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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
101
Ameriprise
Minnesota
$829K -$79K -1,052 -9%
IB
102
Intrust Bank
Kansas
$751K -$71.4K -950 -9%
ET
103
Entropy Technologies
New York
$712K +$491K +6,535 +247%
Vanguard Asset Management
104
Vanguard Asset Management
$696K
DWM
105
Diversify Wealth Management
Utah
$675K +$6.84K +91 +1%
DAS
106
Diversify Advisory Services
Utah
$675K +$700K +9,323 New
Creative Planning
107
Creative Planning
Kansas
$614K +$48.6K +647 +9%
MIM
108
MetLife Investment Management
New Jersey
$592K +$29.9K +398 +5%
First Trust Advisors
109
First Trust Advisors
Illinois
$553K -$3.12M -41,582 -85%
SIM
110
SummerHaven Investment Management
Connecticut
$536K
OAM
111
OP Asset Management
$498K +$482K +6,421 New
JT
112
Jupiter Topco
New York
$478K +$463K +6,160 New
Mirae Asset Global ETFs Holdings
113
Mirae Asset Global ETFs Holdings
Hong Kong
$473K +$4.43K +59 +1%
JP Morgan Chase
114
JP Morgan Chase
New York
$468K +$17.9K +238 +4%
Corient Private Wealth
115
Corient Private Wealth
Florida
$463K -$726K -9,662 -62%
Raymond James Financial
116
Raymond James Financial
Florida
$452K +$27.1K +361 +7%
Marshall Wace
117
Marshall Wace
United Kingdom
$444K +$430K +5,724 New
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$439K +$105K +1,400 +33%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$434K +$288K +3,829 +217%
LPL Financial
120
LPL Financial
California
$422K +$22.8K +304 +6%
Vanguard Global Advisers
121
Vanguard Global Advisers
Pennsylvania
$405K
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$378K +$10.5K +140 +3%
MFS
123
Madrona Financial Services
Washington
$377K
EGM
124
Engineers Gate Manager
New York
$352K +$341K +4,543 New
CAWM
125
Capital Advisors Wealth Management
Washington
$350K