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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$845K -$578K -6,391 -37%
VA
102
Vident Advisory
Georgia
$836K +$993K +10,987 New
US Bancorp
103
US Bancorp
Minnesota
$832K -$361 -4 -0%
IB
104
Intrust Bank
Kansas
$810K -$23.4K -259 -2%
BCM
105
Bridgeway Capital Management
Texas
$796K -$1.3M -14,371 -58%
Legal & General Group
106
Legal & General Group
United Kingdom
$750K -$245K -2,711 -22%
DWM
107
Diversify Wealth Management
Utah
$699K +$197K +2,178 +31%
Vanguard Asset Management
108
Vanguard Asset Management
$684K +$812K +8,984 New
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$571K +$366K +4,046 +117%
Creative Planning
110
Creative Planning
Kansas
$554K -$435K -4,818 -40%
MIM
111
MetLife Investment Management
New Jersey
$551K -$5.96K -66 -0.9%
SIM
112
SummerHaven Investment Management
Connecticut
$526K -$126K -1,393 -17%
AQR Capital Management
113
AQR Capital Management
Connecticut
$502K -$43.6K -482 -7%
EC
114
EntryPoint Capital
New York
$499K +$593K +6,560 New
Janus Henderson Group
115
Janus Henderson Group
$470K
Mirae Asset Global ETFs Holdings
116
Mirae Asset Global ETFs Holdings
Hong Kong
$460K +$2.53K +28 +0.5%
JP Morgan Chase
117
JP Morgan Chase
New York
$434K +$7.14K +79 +1%
Raymond James Financial
118
Raymond James Financial
Florida
$416K -$166K -1,840 -25%
Vanguard Global Advisers
119
Vanguard Global Advisers
Pennsylvania
$398K +$472K +5,225 New
LPL Financial
120
LPL Financial
California
$391K +$8.68K +96 +2%
Squarepoint
121
Squarepoint
New York
$377K +$448K +4,958 New
MFS
122
Madrona Financial Services
Washington
$370K
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$364K -$1.9K -21 -0.4%
Wells Fargo
124
Wells Fargo
California
$357K -$854K -9,448 -67%
CAWM
125
Capital Advisors Wealth Management
Washington
$344K