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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$61.1K
AB
152
Amalgamated Bank
New York
$47K
SAM
153
Shell Asset Management
Netherlands
$45K -$83K -783 -65%
QCG
154
Quadrant Capital Group
Ohio
$27.6K +$27K +255 New
UOTTAIMCU
155
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.9K
IAS
156
IMA Advisory Services
Colorado
$22.4K
NA
157
NewEdge Advisors
Louisiana
$21.9K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$21K +$20.6K +194 New
VCM
159
Versant Capital Management
Arizona
$19.3K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$17K +$318 +3 +2%
AF
161
Allworth Financial
California
$16.9K +$742 +7 +5%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$15K
RF
163
Rossby Financial
Florida
$15K +$8.37K +79 +139%
AAP
164
Arax Advisory Partners
Colorado
$14.3K +$14K +132 New
EWA
165
EverSource Wealth Advisors
Alabama
$14.2K -$954 -9 -6%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$13.6K -$3.82K -36 -22%
UB
167
UMB Bank
Missouri
$13.3K
MA
168
MCF Advisors
Kentucky
$10.7K +$10.5K +99 New
Optiver Holding
169
Optiver Holding
Netherlands
$10.4K +$10.2K +96 New
SA
170
Strategic Advocates
Utah
$8.65K +$8.48K +80 New
HCA
171
Harbor Capital Advisors
Illinois
$7K +$3.6K +34 +126%
AssetMark Inc
172
AssetMark Inc
California
$5.95K -$742 -7 -11%
PE
173
Point72 Europe
United Kingdom
$5.73K +$5.62K +53 New
PAS
174
Point72 Asia (Singapore)
Singapore
$5.08K +$4.98K +47 New
Comerica Bank
175
Comerica Bank
Texas
$4.2K +$106 +1 +3%