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Columbia Banking Systems

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$356K +$128K +5,752 +76%
HWAM
252
Hennion & Walsh Asset Management
New Jersey
$354K -$10.7K -482 -4%
PA
253
Profund Advisors
Maryland
$338K +$10.6K +476 +4%
KJWM
254
Kiley Juergens Wealth Management
Washington
$335K
MWM
255
Merriman Wealth Management
Washington
$327K
URS
256
Utah Retirement Systems
Utah
$306K +$4.45K +200 +2%
NGA
257
Naples Global Advisors
Florida
$302K -$21.6K -974 -8%
PFS
258
Prospera Financial Services
Texas
$302K -$425K -19,111 -63%
KAS
259
Kestra Advisory Services
Texas
$295K -$1.76K -79 -0.7%
ProShare Advisors
260
ProShare Advisors
Maryland
$293K -$6.51K -293 -3%
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$285K +$237K +10,672 New
BFM
262
Boothbay Fund Management
New York
$283K +$235K +10,589 New
MCM
263
Mengis Capital Management
Oregon
$268K -$2.85K -128 -1%
Wealthfront Advisers
264
Wealthfront Advisers
California
$259K +$216K +9,721 New
IPW
265
Impact Partnership Wealth
Georgia
$254K +$53.3K +2,400 +34%
PAA
266
Peregrine Asset Advisers
Oregon
$251K -$22.2K -1,000 -10%
AWM
267
AE Wealth Management
Kansas
$250K +$272K +12,230 New
CCM
268
Coldstream Capital Management
Washington
$248K -$14.7K -663 -7%
SCM
269
Shelton Capital Management
Colorado
$244K -$24.2K -1,089 -11%
Point72 Asset Management
270
Point72 Asset Management
Connecticut
$243K +$202K +9,100 New
PMEF
271
Point72 Middle East FZE
United Arab Emirates
$240K +$200K +9,012 New
QCM
272
QRG Capital Management
Illinois
$237K +$198K +8,896 New
FFP
273
FourThought Financial Partners
Florida
$233K +$194K +8,748 New
EWM
274
Evercore Wealth Management
New York
$231K +$192K +8,647 New
LAM
275
LECAP Asset Management
United Kingdom
$230K +$192K +8,619 New