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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$19.6K
VCM
152
Versant Capital Management
Arizona
$17.2K
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$15.7K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$15K -$2.93K -34 -18%
AF
155
Allworth Financial
California
$14.4K +$776 +9 +6%
EWA
156
EverSource Wealth Advisors
Alabama
$13.6K +$10.1K +117 +509%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$13.5K +$11.2K +130 +1,444%
BNP Paribas Asset Management
158
BNP Paribas Asset Management
France
$13K +$11.4K +132 New
UB
159
UMB Bank
Missouri
$11.9K
FFA
160
Farther Finance Advisors
California
$11.8K +$10.5K +122 New
IA
161
IFP Advisors
Florida
$7.65K
AssetMark Inc
162
AssetMark Inc
California
$6.01K -$1.29K -15 -19%
RF
163
Rossby Financial
Florida
$5.52K
Comerica Bank
164
Comerica Bank
Texas
$3.66K +$2.5K +29 +322%
RIL
165
Rothschild Investment LLC
Illinois
$3.39K
GI
166
GAMMA Investing
California
$3.29K -$431 -5 -13%
SCM
167
Sterling Capital Management
North Carolina
$3K +$517 +6 +24%
HCA
168
Harbor Capital Advisors
Illinois
$3K
C
169
Covestor
United Kingdom
$2K -$259 -3 -11%
S
170
SignatureFD
Georgia
$1.74K -$1.9K -22 -55%
MCM
171
MAI Capital Management
Ohio
$969 +$862 +10 New
CIAM
172
Caitong International Asset Management
Hong Kong
$581 +$517 +6 New
PFBT
173
Parkside Financial Bank & Trust
Missouri
$485 -$431 -5 -50%
TWD
174
True Wealth Design
Ohio
$291 +$259 +3 New
PS
175
Principal Securities
Iowa
$194 +$172 +2 New