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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$10.6K -$209 -3 -2%
UB
152
UMB Bank
Missouri
$10.4K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$9K +$1.12K +16 +18%
HCA
154
Harbor Capital Advisors
Illinois
$9K +$1.4K +20 +24%
Simplex Trading
155
Simplex Trading
Illinois
$8K +$6.98K +100 New
AAP
156
Arax Advisory Partners
Colorado
$7.73K
AssetMark Inc
157
AssetMark Inc
California
$7.47K -$349 -5 -5%
QT
158
Quantbot Technologies
New York
$7.05K -$148K -2,128 -96%
VCM
159
Versant Capital Management
Arizona
$6.71K +$5.51K +79 New
C
160
Covestor
United Kingdom
$5K +$2.16K +31 +141%
RS
161
R Squared
Hong Kong
$4.25K +$3.49K +50 New
SCM
162
Sterling Capital Management
North Carolina
$2.72K +$1.4K +20 +167%
RIL
163
Rothschild Investment LLC
Illinois
$2.12K +$349 +5 +25%
CAM
164
Creekmur Asset Management
Illinois
$1.7K
S
165
SignatureFD
Georgia
$934 +$768 +11 New
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$764
EWA
167
EverSource Wealth Advisors
Alabama
$679 +$558 +8 New
GI
168
GAMMA Investing
California
$594 +$488 +7 New
IA
169
IFP Advisors
Florida
$340
SS
170
SBI Securities
Japan
$85 +$70 +1 New
Millennium Management
171
Millennium Management
New York
-$1.66M -30,783 Closed
D.E. Shaw & Co
172
D.E. Shaw & Co
New York
-$1.43M -26,430 Closed
QC
173
Quent Capital
New York
-$1.07M -19,889 Closed
MAWA
174
Moss Adams Wealth Advisors
Washington
-$1.02M -18,888 Closed
Jane Street
175
Jane Street
New York
-$727K -13,472 Closed