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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$1.52K -$25.3K -280 -93%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$1.31K +$1.54K +17 New
QL
178
Quarry LP
New York
$1.29K +$1.54K +17 New
PFBT
179
Parkside Financial Bank & Trust
Missouri
$381
ASN
180
Advisory Services Network
Georgia
$381 +$452 +5 New
HFS
181
Hughes Financial Services
Virginia
$228 +$271 +3 New
KFAS
182
Keating Financial Advisory Services
Kansas
$76 +$90 +1 New
DCM
183
Driehaus Capital Management
Illinois
-$39.5M -344,364 Closed
NCGI
184
Next Century Growth Investors
Minnesota
-$20.4M -178,224 Closed
KCM
185
Kingdon Capital Management
New York
-$4.58M -40,000 Closed
Principal Financial Group
186
Principal Financial Group
Iowa
-$4.09M -35,668 Closed
PFC
187
Phocas Financial Corp
California
-$3.95M -34,453 Closed
LCG
188
Lisanti Capital Growth
New York
-$3.74M -32,609 Closed
EI
189
EAM Investors
California
-$3.37M -29,427 Closed
Focus Partners Wealth
190
Focus Partners Wealth
Massachusetts
-$2.73M -23,842 Closed
TIM
191
Thornburg Investment Management
New Mexico
-$2.21M -19,252 Closed
EPCA
192
Elizabeth Park Capital Advisors
Ohio
-$2.18M -19,011 Closed
Nomura Holdings
193
Nomura Holdings
Japan
-$1.85M -16,125 Closed
HIS
194
Harvest Investment Services
Illinois
-$1.67M -14,607 Closed
LCM
195
Legato Capital Management
California
-$1.38M -12,070 Closed
JG
196
Jain Global
New York
-$826K -7,204 Closed
TI
197
Tidal Investments
Wisconsin
-$775K -6,765 Closed
BIG
198
Brooklyn Investment Group
New York
-$690K -5,885 Closed
TCWA
199
Turtle Creek Wealth Advisors
Texas
-$403K -3,517 Closed
MML Investors Services
200
MML Investors Services
Massachusetts
-$372K -3,247 Closed