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Columbia Banking Systems

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Clearstead Advisors
Ohio
$17.1K – – –
WTC
352
WhitTier Trust Company
Nevada
$16.2K – – –
PH
353
Pinnacle Holdings
Oklahoma
$16K – – –
Mitsubishi UFJ Asset Management
354
Mitsubishi UFJ Asset Management
Japan
$14.7K – – –
BLC
355
Brown, Lisle/Cummings
Rhode Island
$13.7K – – –
T
356
Transce3nd
Texas
$12.1K +$12.8K +448 New
GWM
357
Geneos Wealth Management
Colorado
$11K – – –
CAS
358
Coppell Advisory Solutions
Texas
$10.8K – – –
SPF
359
South Plains Financial
Texas
$8.99K +$9.55K +333 New
CTC
360
Central Trust Company
Missouri
$7.62K +$8.09K +282 New
DRP
361
Decker Retirement Planning
Utah
$7.05K +$7.49K +261 New
W
362
WealthCollab
Washington
$6.83K – – –
BIG
363
Brooklyn Investment Group
New York
$6.81K – – –
CPG
364
Cornerstone Planning Group
New Jersey
$5.54K +$57 +2 +1%
SO
365
Sierra Ocean
California
$5.43K +$5.76K +201 New
WA
366
WPG Advisers
Maryland
$4.65K +$4.93K +172 New
WT
367
Whittier Trust
California
$4.29K – – –
RWS
368
Retirement Wealth Solutions
Wisconsin
$4.28K +$4.67K +163 New
CMA
369
Cedar Mountain Advisors
Oregon
$4.25K +$57 +2 +1%
IA
370
IFP Advisors
Florida
$3.48K -$258 -9 -8%
DF
371
DecisionPoint Financial
Arizona
$3.4K – – –
HWM
372
Hemington Wealth Management
Virginia
$3K +$1.43K +50 +74%
S
373
Sachetta
Massachusetts
$2.59K – – –
JWA
374
JFS Wealth Advisors
Pennsylvania
$2.57K +$373 +13 +16%
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$2.3K – – –