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Columbia Financial

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$5.28K -$309 -35 -6%
Caitong International Asset Management
102
Caitong International Asset Management
Hong Kong
$4.22K +$3.87K +438 New
GAMMA Investing
103
GAMMA Investing
California
$4.05K – – –
Global Retirement Partners
104
Global Retirement Partners
California
$4.03K +$3.69K +418 New
Optiver Holding
105
Optiver Holding
Netherlands
$2.93K -$459 -52 -15%
Smartleaf Asset Management
106
Smartleaf Asset Management
Massachusetts
$2.59K – – –
Rothschild Investment LLC
107
Rothschild Investment LLC
Illinois
$2.5K +$680 +77 +42%
AW
108
Avion Wealth
Texas
$2K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$1.61K – – –
SJS Investment Consulting
110
SJS Investment Consulting
Ohio
$1.51K +$1.2K +136 +680%
TM
111
Torren Management
California
$1.4K – – –
Marquette Asset Management
112
Marquette Asset Management
Minnesota
$1.1K – – –
FIA
113
FNY Investment Advisers
New York
$1K – – –
EP
114
Essential Partners
California
$955 -$2.27K -257 -72%
Physician Wealth Advisors
115
Physician Wealth Advisors
Utah
$743 – – –
TWD
116
True Wealth Design
Ohio
$531 -$35 -4 -7%
SGFG
117
Silver Grove Financial Group
New York
$382 +$353 +40 New
APFP
118
Action Point Financial Planning
Michigan
$276 +$256 +29 New
DiNuzzo Private Wealth
119
DiNuzzo Private Wealth
Pennsylvania
$107 – – –
BHWM
120
Bay Harbor Wealth Management
Maryland
$21 – – –
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$21 +$18 +2 New
GCM
122
Gator Capital Management
Florida
– -$841K -105,633 Closed
Engineers Gate Manager
123
Engineers Gate Manager
New York
– -$313K -39,303 Closed
HCM
124
Hudson Capital Management
New Jersey
– -$256K -32,190 Closed
Roundview Capital
125
Roundview Capital
New Jersey
– -$252K -31,647 Closed