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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
101
Lazard Asset Management
New York
$73K
AB
102
Amalgamated Bank
New York
$53K -$8.7K -202 -12%
ACM
103
Aquatic Capital Management
Illinois
$50K +$60.3K +1,400 New
TFA
104
Toth Financial Advisory
Virginia
$48.4K -$777K -18,050 -93%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$38.2K +$45.7K +1,062 New
DWA
106
Dorsey Wright & Associates
California
$30.2K -$4K -93 -10%
AIP
107
Ameritas Investment Partners
Nebraska
$26.6K
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$23.1K
AF
109
Allworth Financial
California
$18.2K +$21.8K +506 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$15.1K +$10.6K +247 +144%
Citigroup
111
Citigroup
New York
$11.3K -$3.27K -76 -20%
Victory Capital Management
112
Victory Capital Management
Texas
$9.72K -$2.27M -52,747 -99%
MCM
113
Manchester Capital Management
Vermont
$8.86K
IAS
114
IMA Advisory Services
Colorado
$7.46K
BWM
115
Baystate Wealth Management
Massachusetts
$7.27K +$8.7K +202 New
TWA
116
TCI Wealth Advisors
Arizona
$4.11K +$4.91K +114 New
S
117
SignatureFD
Georgia
$2.2K -$2.15K -50 -45%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$1.3K +$1.55K +36 New
Allspring Global Investments
119
Allspring Global Investments
North Carolina
$216 -$24.5K -569 -99%
ASN
120
Advisory Services Network
Georgia
$180
RJA
121
Raymond James & Associates
Florida
-$2.66M -56,063 Closed
GPGA
122
Grandeur Peak Global Advisors
Utah
-$2.17M -45,628 Closed
BFC
123
Banc Funds Company
Illinois
-$1.76M -37,022 Closed
EGI
124
EAM Global Investors
California
-$1.64M -34,541 Closed
EI
125
EAM Investors
California
-$1.11M -23,447 Closed