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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$88.5K -$205K -4,718 -70%
FPF
102
First Pacific Financial
Washington
$88.2K
SAM
103
Shell Asset Management
Netherlands
$88K -$1.39K -32 -2%
AB
104
Amalgamated Bank
New York
$71K
AIP
105
Ameritas Investment Partners
Nebraska
$46.2K +$14.6K +336 +45%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$45.6K
WTG
107
West Tower Group
Virginia
$39K +$39.5K +909 New
POIA
108
Pin Oak Investment Advisors
Texas
$34K
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$33.1K +$10.5K +243 +46%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$32.1K -$256K -5,893 -89%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$27.5K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$27.3K +$608 +14 +2%
AF
113
Allworth Financial
California
$12.7K
IAS
114
IMA Advisory Services
Colorado
$8.88K
LAM
115
L2 Asset Management
Massachusetts
$1.12K +$538K +12,388 New
GWS
116
Glassman Wealth Services
Virginia
$901 +$912 +21 New
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$386
HIM
118
Harbour Investment Management
Washington
-$3.89M -103,221 Closed
Prudential Financial
119
Prudential Financial
New Jersey
-$647K -17,175 Closed
Citadel Advisors
120
Citadel Advisors
Florida
-$603K -16,025 Closed
CIC
121
Cornercap Investment Counsel
Georgia
-$435K -11,545 Closed
SGI
122
Summit Global Investments
Utah
-$410K -10,900 Closed
AA
123
ALPS Advisors
Colorado
-$308K -8,180 Closed
VF
124
Virtu Financial
New York
-$269K -7,156 Closed
GCP
125
GSA Capital Partners
United Kingdom
-$246K -6,524 Closed