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CCB Insider Trading

Insider Ownership Percentage: 14.10%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $14,901,117.08

Coastal Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Coastal Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Coastal Financial Share Price & Price History

Current Price: $84.97
Price Change: ▼ Price Decrease of -3.83 (-4.31%)
As of 02/5/2026 05:00 PM ET

This chart shows the closing price history over time for CCB up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Coastal Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
1/26/2026Joel G. EdwardsCFOSell1,300$111.34$144,742.0011,462View SEC Filing Icon  
1/22/2026Eric M. SprinkCEOSell4,000$116.01$464,040.00159,126View SEC Filing Icon  
1/21/2026Eric M. SprinkCEOSell8,402$114.27$960,096.54163,126View SEC Filing Icon  
1/16/2026Eric M. SprinkCEOSell3,000$114.15$342,450.00171,528View SEC Filing Icon  
1/15/2026Eric M. SprinkCEOSell4,356$114.51$498,805.56174,528View SEC Filing Icon  
1/9/2026Eric M. SprinkCEOSell4,000$118.88$475,520.00178,884View SEC Filing Icon  
1/7/2026Eric M. SprinkCEOSell3,000$117.60$352,800.00182,884View SEC Filing Icon  
1/6/2026Eric M. SprinkCEOSell8,000$116.35$930,800.00185,884View SEC Filing Icon  
1/5/2026Eric M. SprinkCEOSell8,778$114.95$1,009,031.10193,884View SEC Filing Icon  
1/2/2026Eric M. SprinkCEOSell8,349$113.73$949,531.77202,662View SEC Filing Icon  
12/10/2025Steven D. HovdeDirectorSell3,000$117.25$351,750.0011,500View SEC Filing Icon  
12/9/2025Steven D. HovdeDirectorSell1,500$115.50$173,250.0014,500View SEC Filing Icon  
12/8/2025Steven D. HovdeDirectorSell3,000$114.00$342,000.0016,000View SEC Filing Icon  
12/5/2025Steven D. HovdeDirectorSell2,611$112.19$292,928.0919,000View SEC Filing Icon  
9/18/2025Eric M. SprinkCEOSell10,683$114.65$1,224,805.95211,011View SEC Filing Icon  
9/18/2025Joel G. EdwardsCFOSell9,425$114.67$1,080,764.7512,762View SEC Filing Icon  
9/17/2025Eric M. SprinkCEOSell5,000$110.21$551,050.00221,694View SEC Filing Icon  
9/17/2025Joel G. EdwardsCFOSell5,000$110.05$550,250.0022,187View SEC Filing Icon  
9/16/2025Eric M. SprinkCEOSell4,000$107.90$431,600.00226,694View SEC Filing Icon  
9/16/2025Joel G. EdwardsCFOSell4,000$107.90$431,600.0027,187View SEC Filing Icon  
9/15/2025Eric M. SprinkCEOSell10,500$108.82$1,142,610.00230,694View SEC Filing Icon  
9/15/2025Joel G. EdwardsCFOSell5,000$108.91$544,550.0031,187View SEC Filing Icon  
9/15/2025Stephan KleeDirectorSell4,350$109.14$474,759.001,661View SEC Filing Icon  
9/12/2025Joel G. EdwardsCFOSell2,000$110.59$221,180.0036,187View SEC Filing Icon  
9/11/2025Joel G. EdwardsCFOSell3,000$111.71$335,130.0038,187View SEC Filing Icon  
9/10/2025Joel G. EdwardsCFOSell2,000$110.96$221,920.0041,187View SEC Filing Icon  
5/16/2025Joel G. EdwardsCFOSell3,128$88.44$276,640.3241,387View SEC Filing Icon  
4/14/2025Gregory A. TisdelDirectorSell1,600$79.07$126,512.0014,006View SEC Filing Icon  
11/11/2024Jonathan E SandEVPSell1,000$74.15$74,150.0019,611View SEC Filing Icon  
11/8/2024Eric M. SprinkCEOSell2,000$70.95$141,900.00240,388View SEC Filing Icon  
11/6/2024Eric M. SprinkCEOSell3,482$71.14$247,709.48244,906View SEC Filing Icon  
11/4/2024Eric M. SprinkCEOSell1,000$63.11$63,110.00250,388View SEC Filing Icon  
10/30/2024Eric M. SprinkCEOSell7,000$65.93$461,510.00251,388View SEC Filing Icon  
10/28/2024Eric M. SprinkCEOSell4,000$63.20$252,800.00271,078View SEC Filing Icon  
10/25/2024Eric M. SprinkCEOSell159$60.25$9,579.75275,078View SEC Filing Icon  
10/23/2024Eric M. SprinkCEOSell3,705$60.01$222,337.05275,683View SEC Filing Icon  
10/16/2024Eric M. SprinkCEOSell1,000$59.19$59,190.00282,388View SEC Filing Icon  
10/14/2024Eric M. SprinkCEOSell3,000$57.67$173,010.00286,285View SEC Filing Icon  
10/11/2024Eric M. SprinkCEOSell5,000$56.29$281,450.00289,285View SEC Filing Icon  
10/9/2024Eric M. SprinkCEOSell3,000$55.00$165,000.00294,285View SEC Filing Icon  
10/7/2024Eric M. SprinkCEOSell6,000$53.09$318,540.00297,285View SEC Filing Icon  
10/3/2024Eric M. SprinkCEOSell5,000$52.01$260,050.00305,285View SEC Filing Icon  
9/30/2024Eric M. SprinkCEOSell4,000$54.25$217,000.00309,689View SEC Filing Icon  
9/26/2024Eric M. SprinkCEOSell3,000$52.56$157,680.00310,689View SEC Filing Icon  
9/24/2024Eric M. SprinkCEOSell1,000$51.56$51,560.00312,689View SEC Filing Icon  
9/19/2024Steven D. HovdeDirectorSell2,050$53.51$109,695.5021,950View SEC Filing Icon  
9/18/2024Eric M. SprinkCEOSell7,000$52.02$364,140.00302,689View SEC Filing Icon  
9/16/2024Eric M. SprinkCEOSell3,223$50.44$162,568.12313,689View SEC Filing Icon  
9/13/2024Eric M. SprinkCEOSell7,302$50.13$366,049.26316,912View SEC Filing Icon  
8/30/2024Steven D. HovdeDirectorSell1,556$53.50$83,246.0024,000View SEC Filing Icon  
8/28/2024Steven D. HovdeDirectorSell1,497$53.00$79,341.0026,500View SEC Filing Icon  
8/26/2024Steven D. HovdeDirectorSell2,003$53.26$106,679.7827,997View SEC Filing Icon  
5/23/2024Joel G. EdwardsCFOSell1,034$44.45$45,961.3056,369View SEC Filing Icon  
5/6/2024Andrew G StinesEVPSell179$41.47$7,423.1311,203View SEC Filing Icon  
8/15/2023Eric M. SprinkCEOSell20,000$45.20$904,000.00300,313View SEC Filing Icon  
3/13/2023Andrew P SkotdalDirectorBuy1,000$32.00$32,000.002,710View SEC Filing Icon  
2/27/2023Eric M. SprinkCEOSell5,000$45.24$226,200.00280,519View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Coastal Financial (NASDAQ:CCB)

59.24% of Coastal Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at CCB by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Coastal Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/5/2026JCSD Capital LLC129,040$14.79M17.5%-10.4%0.853%Search for SEC Filing on Google Icon
2/4/2026Pacific Ridge Capital Partners LLC15,706$1.80M0.4%-6.1%0.104%Search for SEC Filing on Google Icon
2/3/2026Diversify Wealth Management LLC7,054$0.78M0.0%-4.0%0.047%Search for SEC Filing on Google Icon
2/2/2026Truist Financial Corp15,855$1.82M0.0%+13.1%0.105%Search for SEC Filing on Google Icon
1/29/2026Pictet Asset Management Holding SA2,456$0.28M0.0%+24.7%0.016%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG121,760$13.95M0.0%-26.7%0.805%Search for SEC Filing on Google Icon
1/29/2026Sanctuary Advisors LLC1,852$0.21M0.0%N/A0.012%Search for SEC Filing on Google Icon
1/29/2026Quent Capital LLC19,889$2.28M0.2%N/A0.132%Search for SEC Filing on Google Icon
1/29/2026Advisors Capital Management LLC124,703$14.29M0.2%-0.1%0.825%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.784,230$89.87M0.0%+2.4%5.187%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System3,775$0.43M0.0%-5.3%0.025%Search for SEC Filing on Google Icon
1/28/2026Turtle Creek Wealth Advisors LLC3,517$0.40M0.0%N/A0.023%Search for SEC Filing on Google Icon
1/28/2026Peregrine Capital Management LLC145,706$16.70M0.5%-1.3%0.964%Search for SEC Filing on Google Icon
1/26/2026Phocas Financial Corp.34,453$3.95M0.5%N/A0.228%Search for SEC Filing on Google Icon
1/23/2026Farther Finance Advisors LLC2,889$0.33M0.0%+222.4%0.019%Search for SEC Filing on Google Icon
1/23/2026State of Alaska Department of Revenue2,868$0.33M0.0%+384.5%0.019%Search for SEC Filing on Google Icon
1/22/2026Madrona Financial Services LLC4,865$0.56M0.1%-73.7%0.032%Search for SEC Filing on Google Icon
1/21/2026Portside Wealth Group LLC2,427$0.28M0.0%-26.9%0.016%Search for SEC Filing on Google Icon
1/21/2026Phocas Financial Corp.34,453$3.95M0.5%N/A0.228%Search for SEC Filing on Google Icon
1/14/2026Cox Capital Mgt LLC47,775$5.27M3.3%+1.4%0.316%Search for SEC Filing on Google Icon
1/12/2026First Bank & Trust11,570$1.33M0.2%-6.2%0.077%Search for SEC Filing on Google Icon
1/9/2026SG Americas Securities LLC8,015$0.92M0.0%-34.3%0.053%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.5,817$0.63M0.0%-12.4%0.038%Search for SEC Filing on Google Icon
12/9/2025Painted Porch Advisors LLC2,900$0.31M0.1%-17.1%0.019%Search for SEC Filing on Google Icon
11/19/2025Coldstream Capital Management Inc.2,365$0.26M0.0%N/A0.016%Search for SEC Filing on Google Icon
11/17/2025Harvest Investment Services LLC14,143$1.53M0.3%N/A0.094%Search for SEC Filing on Google Icon
11/17/2025Jacobs Levy Equity Management Inc.15,276$1.65M0.0%-5.1%0.101%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC7,144$0.77M0.0%+170.4%0.047%Search for SEC Filing on Google Icon
11/17/2025PMC FIG Opportunities LLC28,283$3.06M4.6%-40.6%0.187%Search for SEC Filing on Google Icon
11/17/2025Public Employees Retirement System of Ohio11,961$1.29M0.0%-13.0%0.079%Search for SEC Filing on Google Icon
11/17/2025Nomura Holdings Inc.12,297$1.33M0.0%+54.7%0.081%Search for SEC Filing on Google Icon
11/17/2025Militia Capital Partners LP10,000$1.08M0.5%-69.6%0.066%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,993$0.65M0.0%-15.2%0.040%Search for SEC Filing on Google Icon
11/17/2025Focus Partners Wealth24,193$2.76M0.0%N/A0.160%Search for SEC Filing on Google Icon
11/17/2025Azora Capital LP591,020$63.93M3.0%-21.3%3.909%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE65,679$7.10M0.0%+42.3%0.434%Search for SEC Filing on Google Icon
11/17/2025Boothbay Fund Management LLC62,626$6.77M0.1%-43.5%0.414%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.122,456$13.25M0.0%-4.8%0.810%Search for SEC Filing on Google Icon
11/14/2025Creative Planning13,655$1.48M0.0%+19.1%0.090%Search for SEC Filing on Google Icon
11/14/2025Mendon Capital Advisors Corp29,700$3.15M1.2%N/A0.196%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.7,114$0.77M0.0%-3.5%0.047%Search for SEC Filing on Google Icon
11/14/2025Virtu Financial LLC4,931$0.53M0.0%N/A0.033%Search for SEC Filing on Google Icon
11/14/2025Cooper Creek Partners Management LLC162,099$17.53M0.5%+108.7%1.072%Search for SEC Filing on Google Icon
11/14/2025California State Teachers Retirement System12,579$1.36M0.0%+18.0%0.083%Search for SEC Filing on Google Icon
11/14/2025Brooklyn Investment Group2,063$0.22M0.0%+28.0%0.014%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC168,764$18.26M0.0%+364.1%1.116%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP19,690$2.13M0.0%-27.9%0.130%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC27,932$3.02M0.1%-54.8%0.185%Search for SEC Filing on Google Icon
11/14/2025Mangrove Partners IM LLC7,737$0.84M0.1%N/A0.051%Search for SEC Filing on Google Icon
11/14/2025Wellington Management Group LLP486,197$52.59M0.0%+9.0%3.216%Search for SEC Filing on Google Icon
11/14/2025Stieven Capital Advisors L.P.65,971$7.14M1.3%-25.5%0.436%Search for SEC Filing on Google Icon
11/14/2025Elizabeth Park Capital Advisors Ltd.28,911$3.13M2.5%-26.5%0.191%Search for SEC Filing on Google Icon
11/13/2025Kennedy Capital Management LLC141,911$15.35M0.3%-18.0%0.939%Search for SEC Filing on Google Icon
11/13/2025Invesco Ltd.76,977$8.33M0.0%+18.5%0.509%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.25,494$2.76M0.0%+21.3%0.169%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG166,185$17.98M0.0%+158.7%1.099%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets9,687$1.05M0.0%+35.7%0.064%Search for SEC Filing on Google Icon
11/13/2025Franklin Resources Inc.36,785$3.98M0.0%-10.0%0.243%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc14,574$1.58M0.0%+3.0%0.096%Search for SEC Filing on Google Icon
11/13/2025Swiss National Bank26,165$2.83M0.0%+0.8%0.173%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.46,477$5.03M0.0%+5,520.0%0.307%Search for SEC Filing on Google Icon
11/13/2025Parallel Advisors LLC4,633$0.50M0.0%-22.5%0.031%Search for SEC Filing on Google Icon
11/13/2025Ameriflex Group Inc.3,858$0.42M0.2%+100.0%0.026%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP59,228$6.41M0.0%-13.8%0.392%Search for SEC Filing on Google Icon
11/12/2025Barclays PLC19,861$2.15M0.0%-37.9%0.131%Search for SEC Filing on Google Icon
11/12/2025Orion Porfolio Solutions LLC47,681$5.16M0.0%-24.5%0.315%Search for SEC Filing on Google Icon
11/12/2025GW&K Investment Management LLC185,403$20.06M0.2%-32.8%1.226%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP348,353$37.69M0.0%-3.0%2.304%Search for SEC Filing on Google Icon
11/12/2025Legato Capital Management LLC8,100$0.88M0.1%N/A0.054%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.29,382$3.18M0.0%N/A0.194%Search for SEC Filing on Google Icon
11/12/2025Royce & Associates LP117,909$12.75M0.1%-20.7%0.780%Search for SEC Filing on Google Icon
11/12/2025EJF Capital LLC13,996$1.51M0.9%+3.3%0.093%Search for SEC Filing on Google Icon
11/12/2025Rafferty Asset Management LLC21,743$2.35M0.0%+27.1%0.144%Search for SEC Filing on Google Icon
11/12/2025American Century Companies Inc.510,549$55.23M0.0%+5.9%3.377%Search for SEC Filing on Google Icon
11/12/2025Quantbot Technologies LP16,050$1.74M0.0%+68.3%0.106%Search for SEC Filing on Google Icon
11/12/2025Diversify Wealth Management LLC7,350$0.79M0.0%-11.9%0.049%Search for SEC Filing on Google Icon
11/12/2025Intech Investment Management LLC5,002$0.54M0.0%-29.1%0.033%Search for SEC Filing on Google Icon
11/12/2025US Bancorp DE10,931$1.18M0.0%-7.0%0.072%Search for SEC Filing on Google Icon
11/12/2025Pacific Ridge Capital Partners LLC16,724$1.81M0.4%-6.6%0.111%Search for SEC Filing on Google Icon
11/10/2025Ameritas Investment Partners Inc.1,078$0.12M0.0%-14.8%0.007%Search for SEC Filing on Google Icon
11/10/2025Intrust Bank NA10,976$1.19M0.1%-5.2%0.073%Search for SEC Filing on Google Icon
11/10/2025Persistent Asset Partners Ltd9,091$0.98M0.7%-44.7%0.060%Search for SEC Filing on Google Icon
11/7/2025Endeavour Capital Advisors Inc.171,424$18.54M5.6%-45.0%1.135%Search for SEC Filing on Google Icon
11/7/2025Advisors Capital Management LLC124,840$13.50M0.2%-11.9%0.826%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.766,037$82.86M0.0%+0.5%5.070%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.5,817$0.63M0.0%-12.4%0.038%Search for SEC Filing on Google Icon
11/7/2025Shell Asset Management Co.416$45K0.0%-65.3%0.003%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers18,847$2.04M0.0%-1.3%0.125%Search for SEC Filing on Google Icon
11/6/2025ProShare Advisors LLC2,205$0.24M0.0%-16.7%0.015%Search for SEC Filing on Google Icon
11/5/2025Ranger Investment Management L.P.156,185$16.90M1.2%N/A1.034%Search for SEC Filing on Google Icon
11/5/2025Portside Wealth Group LLC3,319$0.36M0.0%-26.3%0.022%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.35,472$3.84M0.0%-26.8%0.235%Search for SEC Filing on Google Icon
11/4/2025Ashton Thomas Private Wealth LLC2,992$0.32M0.0%-4.8%0.020%Search for SEC Filing on Google Icon
11/4/2025Principal Financial Group Inc.46,783$5.06M0.0%+11.1%0.310%Search for SEC Filing on Google Icon
11/4/2025Lisanti Capital Growth LLC32,659$3.53M0.9%N/A0.216%Search for SEC Filing on Google Icon
11/3/2025Great Lakes Advisors LLC23,365$2.53M0.0%-50.0%0.155%Search for SEC Filing on Google Icon
11/3/2025SummerHaven Investment Management LLC8,309$0.90M0.5%-52.0%0.055%Search for SEC Filing on Google Icon
11/3/2025Truist Financial Corp14,015$1.52M0.0%-23.8%0.093%Search for SEC Filing on Google Icon
10/31/2025Riverwater Partners LLC29,601$3.20M1.3%-0.6%0.196%Search for SEC Filing on Google Icon
10/30/2025Emerald Mutual Fund Advisers Trust78,182$8.46M0.4%-1.0%0.517%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Coastal Financial logo
Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small and medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. It accepts a range of deposit products, including demand and savings accounts, time deposits, and money market accounts. The company also offers commercial and industrial loans, such as term loans, commercial lines of credit, capital call lines working capital loans, equipment financing, borrowing base loans, small business administration loans, and other loan products; owner and non-owner-occupied real estate loans, and multi-family residential loans; construction, land, and land development loans; residential real estate loans; and consumer and other loans, including automobile, boat and recreational vehicle, and secured term loans, as well as personal lines of credit, including overdraft protection. In addition, it provides remote deposit capture, online and mobile banking, and direct and reciprocal deposit services; and debit cards. Further, the company offers business accounts and cash management services, including business checking and savings accounts, and treasury services, as well as Banking as a Service (BaaS), a platform that allows broker dealers and digital financial service providers to offer their customers banking services. Coastal Financial Corporation was founded in 1997 and is headquartered in Everett, Washington.
Read More on Coastal Financial

Today's Range

Now: $84.97
Low: $83.55
High: $89.33

50 Day Range

MA: $111.33
Low: $84.97
High: $118.97

52 Week Range

Now: $84.97
Low: $76.11
High: $120.05

Volume

284,482 shs

Average Volume

166,931 shs

Market Capitalization

$1.28 billion

P/E Ratio

27.95

Dividend Yield

N/A

Beta

0.87

Who are the company insiders with the largest holdings of Coastal Financial?

Coastal Financial's top insider shareholders include:
  1. Eric M Sprink (CEO)
  2. Joel G Edwards (CFO)
  3. Steven D Hovde (Director)
  4. Jonathan E Sand (EVP)
  5. Gregory A Tisdel (Director)
  6. Andrew G Stines (EVP)
  7. Stephan Klee (Director)
Learn More about top insider investors at Coastal Financial.

Who are the major institutional investors of Coastal Financial?

Coastal Financial's top institutional investors include:
  1. Vanguard Group Inc. — 5.19%
  2. Peregrine Capital Management LLC — 0.96%
  3. Advisors Capital Management LLC — 0.82%
  4. UBS Group AG — 0.81%
  5. Cox Capital Mgt LLC — 0.32%
  6. Phocas Financial Corp. — 0.23%
Learn More about top institutional investors of Coastal Financial stock.

Which major investors are selling Coastal Financial stock?

Within the last quarter, CCB stock was sold by these institutional investors:
  1. UBS Group AG
  2. Madrona Financial Services LLC
  3. SG Americas Securities LLC
  4. Peregrine Capital Management LLC
  5. Pacific Ridge Capital Partners LLC
  6. Portside Wealth Group LLC
  7. First Bank & Trust
  8. Diversify Wealth Management LLC
In the previous year, company insiders that have sold Coastal Financial company stock include:
  1. Eric M Sprink (CEO)
  2. Joel G Edwards (CFO)
  3. Steven D Hovde (Director)
  4. Jonathan E Sand (EVP)
  5. Gregory A Tisdel (Director)
Learn More investors selling Coastal Financial stock.

Which major investors are buying Coastal Financial stock?

During the last quarter, CCB stock was bought by institutional investors including:
  1. Phocas Financial Corp.
  2. Phocas Financial Corp.
  3. Quent Capital LLC
  4. Vanguard Group Inc.
  5. Turtle Creek Wealth Advisors LLC
  6. State of Alaska Department of Revenue
  7. Farther Finance Advisors LLC
  8. Sanctuary Advisors LLC