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Columbia Banking Systems
COLB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
376
Concurrent Investment Advisors
Florida
$254K +$6.53K +220 +3%
CPSC
377
Carl P. Sherr & Co
Massachusetts
$253K +$235K +7,900 New
IFG
378
Independent Financial Group
California
$249K -$4.81K -162 -2%
AA
379
Auxano Advisors
Washington
$248K – – –
CBU
380
CIBC Bancorp USA
Illinois
$247K +$241K +8,129 New
CSC
381
Caldwell Sutter Capital
California
$245K – – –
ECM
382
Everence Capital Management
Indiana
$245K – – –
ACA
383
Aspire Capital Advisors
Washington
$243K – – –
BP
384
Ballentine Partners
Massachusetts
$242K +$224K +7,548 New
MFWP
385
Mosaic Family Wealth Partners
Missouri
$241K +$5.08K +171 +2%
BAAM
386
Baker Avenue Asset Management
California
$240K +$222K +7,475 New
KMWM
387
Keudell/Morrison Wealth Management
Oregon
$239K – – –
GWM
388
GDS Wealth Management
Texas
$235K – – –
PWP
389
Principle Wealth Partners
Connecticut
$235K – – –
PCMC
390
Paragon Capital Management (Colorado)
Colorado
$232K -$32.9K -1,107 -13%
KIM
391
Kestra Investment Management
Texas
$231K -$163K -5,488 -43%
FTWA
392
Fifth Third Wealth Advisors
Ohio
$229K +$212K +7,131 New
LFG
393
Larson Financial Group
Missouri
$229K +$22.4K +754 +12%
AC
394
Apella Capital
Connecticut
$226K +$1.01K +34 +0.5%
IPW
395
Impact Partnership Wealth
Georgia
$226K +$209K +7,039 New
C
396
Certuity
Florida
$225K +$208K +7,015 New
FFP
397
FourThought Financial Partners
Florida
$224K +$207K +6,975 New
RWM
398
Ritholtz Wealth Management
New York
$220K +$204K +6,876 New
DW30
399
Drucker Wealth 3.0
New Jersey
$217K +$201K +6,767 New
MYAM
400
Meiji Yasuda Asset Management
Japan
$216K +$200K +6,740 New
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