CCB
Coastal Financial Corporation
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Jcsd Capital, Llc | $5.2M | 129.6K | 8.10% | -10.7% |
Graham Capital Wealth Management, Llc | $4.4M | 109.8K | 3.42% | +117.0% |
D.A. Davidson & Co. | $4.3M | 108.0K | 0.02% | -3.6% |
Y-Intercept (Hong Kong) Ltd | $1.8M | 45.7K | 0.04% | +196.2% |
Creative Planning | $962K | 24.1K | 0.00% | +203.9% |
Summerhaven Investment Management, Llc | $917K | 17.0K | 0.67% | +145.5% |
Truist Financial Corp | $598K | 15.0K | 0.00% | -1.1% |
First Bank & Trust | $571K | 14.3K | 0.08% | +18.9% |
Diversify Wealth Management, Llc | $396K | 9.2K | 0.01% | -1.1% |
Diversify Advisory Services, Llc | $396K | 9.2K | 0.01% | -1.1% |
Madrona Financial Services, Llc | $291K | 7.3K | 0.05% | +49.9% |
Wealth Enhancement Advisory Services, Llc | $269K | 6.3K | 0.00% | +30.7% |
State Of Alaska, Department Of Revenue | $215K | 5.4K | 0.00% | +88.8% |
Tradewinds Capital Management, Llc | $124K | 3.1K | 0.02% | Unchanged |
Parallel Advisors, Llc | $100K | 2.5K | 0.00% | +3.9% |
Farther Finance Advisors, Llc | $72K | 1.8K | 0.00% | -16.3% |
First Pacific Financial | $45K | 1.1K | 0.00% | Unchanged |
Versant Capital Management, Inc | $26K | 655 | 0.00% | +292.2% |
First Horizon Corp | $19K | 470 | 0.00% | -27.0% |
Sterling Capital Management Llc | $17K | 434 | 0.00% | +823.4% |
Financial Consulate, Inc | $8K | 202 | 0.00% | New Position |
Harbor Capital Advisors, Inc. | $8K | 197 | 0.00% | +181.4% |
Sjs Investment Consulting Inc. | $8K | 189 | 0.00% | New Position |
Gk Wealth Management Llc | $5K | 130 | 0.00% | New Position |
Massmutual Private Wealth & Trust, Fsb | $5K | 126 | 0.00% | Unchanged |
Nisa Investment Advisors, Llc | $4K | 102 | 0.00% | Unchanged |
Signaturefd, Llc | $2K | 52 | 0.00% | New Position |
Provenance Wealth Advisors, Llc | $1K | 34 | 0.00% | New Position |
Atwood & Palmer Inc | $1K | 33 | 0.00% | Unchanged |
Gamma Investing Llc | $1K | 33 | 0.00% | New Position |
Root Financial Partners, Llc | $879 | 22 | 0.00% | New Position |
Assetmark, Inc | $799 | 20 | 0.00% | -57.5% |
Physician Wealth Advisors, Inc. | $600 | 15 | 0.00% | +66.7% |
Parkside Financial Bank & Trust | $400 | 10 | 0.00% | +100.0% |
Essential Partners Llc | $160 | 4 | 0.00% | New Position |
Covestor Ltd | $0 | 7 | 0.00% | -22.2% |