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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
126
IMA Advisory Services
Colorado
$11.2K +$10.4K +207 New
LC
127
Lindbrook Capital
California
$11K
NA
128
NewEdge Advisors
Louisiana
$10.9K
FNWA
129
Financial Network Wealth Advisors
Utah
$9.45K
Russell Investments Group
130
Russell Investments Group
United Kingdom
$9.18K +$2.26K +45 +36%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$8.91K +$5.11K +102 +162%
Federated Hermes
132
Federated Hermes
Pennsylvania
$8.53K +$5.56K +111 +236%
QCG
133
Quadrant Capital Group
Ohio
$7.5K +$652 +13 +10%
AF
134
Allworth Financial
California
$7.02K
UB
135
UMB Bank
Missouri
$6.64K +$6.17K +123 New
Allspring Global Investments
136
Allspring Global Investments
North Carolina
$5.18K -$220K -4,396 -98%
AssetMark Inc
137
AssetMark Inc
California
$5.02K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.5K +30 +49%
AAP
139
Arax Advisory Partners
Colorado
$4.91K
HCA
140
Harbor Capital Advisors
Illinois
$4K +$4.16K +83 New
CPA
141
Capital Performance Advisors
California
$2.48K +$2.31K +46 New
CAM
142
Creekmur Asset Management
Illinois
$1.08K
RIL
143
Rothschild Investment LLC
Illinois
$1.08K +$501 +10 +100%
C
144
Covestor
United Kingdom
$1K +$50 +1 +5%
SCM
145
Sterling Capital Management
North Carolina
$648 +$602 +12 New
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$486
DAS
147
Diversify Advisory Services
Utah
-$281K -6,317 Closed
Group One Trading
148
Group One Trading
Illinois
-$111K -2,407 Closed
Simplex Trading
149
Simplex Trading
Illinois
-$27K -595 Closed
OWA
150
Opal Wealth Advisors
New York
-$23K -499 Closed