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Columbia Banking Systems

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
401
Golden State Wealth Management
California
$215K -$9.65K -325 -5%
GT
402
Greenleaf Trust
Michigan
$214K +$198K +6,680 New
EWA
403
Encompass Wealth Advisors
Oregon
$212K +$197K +6,625 New
Baird Financial Group
404
Baird Financial Group
Wisconsin
$211K +$195K +6,576 New
DC
405
DeDora Capital
California
$209K +$194K +6,528 New
PWP
406
Ponta Wealth Partners
Florida
$208K +$193K +6,488 New
HWM
407
HB Wealth Management
Georgia
$207K -$108K -3,645 -36%
GRP
408
Global Retirement Partners
California
$207K +$192K +6,451 New
LWAM
409
Legacy Wealth Asset Management
Minnesota
$204K -$40K -1,348 -17%
PAS
410
Park Avenue Securities
New York
$204K +$189K +6,371 New
FC
411
Fiduciary Counselling
Minnesota
$202K +$187K +6,312 New
SO
412
STRS Ohio
Ohio
$195K -$27.2K -917 -13%
HPC
413
HM Payson & Co
Maine
$192K
QT
414
Quantbot Technologies
New York
$190K +$176K +5,930 New
VCM
415
Versant Capital Management
Arizona
$189K +$17.1K +575 +11%
PA
416
Parallel Advisors
California
$180K +$14.7K +494 +10%
SPIA
417
Steward Partners Investment Advisory
New York
$145K +$55.1K +1,854 +69%
BC
418
Bayforest Capital
United Kingdom
$122K +$113K +3,801 New
IWC
419
Integrated Wealth Concepts
Massachusetts
$119K +$110K +3,717 New
UB
420
UMB Bank
Missouri
$107K -$802 -27 -0.8%
BL
421
BFSG LLC
California
$94.2K
Bessemer Group
422
Bessemer Group
New Jersey
$88K -$48.3K -1,625 -37%
TCM
423
Triumph Capital Management
Colorado
$85.9K +$2.08K +70 +3%
RFA
424
Reyes Financial Architecture
California
$85.5K -$22.5K -757 -22%
BAM
425
Bellevue Asset Management
Washington
$81.5K