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Columbia Banking Systems
COLB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
426
Bogart Wealth LLC
Virginia
$5.38K +$76 +3 +1%
BFS
427
Bare Financial Services
Pennsylvania
$4.32K +$4.27K +168 New
BIA
428
Bell Investment Advisors
California
$4.27K +$1.32K +52 +46%
CMA
429
Cedar Mountain Advisors
Oregon
$4.23K +$51 +2 +1%
RDFA
430
Ritter Daniher Financial Advisory
Ohio
$3.99K +$3.94K +155 New
KG
431
Kilter Group
New York
$3.76K +$3.71K +146 New
RIL
432
Rothschild Investment LLC
Illinois
$3.58K +$3.28K +129 +1,290%
DF
433
DecisionPoint Financial
Arizona
$3.27K – – –
JWA
434
JFS Wealth Advisors
Pennsylvania
$3.17K -$102 -4 -3%
AW
435
Avion Wealth
Texas
$3K – – –
CTC
436
Central Trust Company
Missouri
$2.47K -$4.72K -186 -66%
S
437
Sachetta
Massachusetts
$2.42K +$635 +25 +36%
WPA
438
Wealth Preservation Advisors
Tennessee
$2.11K – – –
SWM
439
Spire Wealth Management
Virginia
$2.08K +$127 +5 +7%
TCOV
440
Trust Company of Vermont
Vermont
$1.93K +$1.91K +75 New
RWS
441
Retirement Wealth Solutions
Wisconsin
$1.93K -$3.58K -141 -65%
CWM
442
Copia Wealth Management
Oregon
$1.85K – – –
BGAI
443
Bruce G. Allen Investments
Colorado
$1.62K -$25 -1 -2%
WT
444
Whittier Trust
California
$1.52K -$2.56K -101 -64%
MA
445
Montag & Associates
Georgia
$1.31K +$1.29K +51 New
RWM
446
Rialto Wealth Management
New York
$1.21K +$356 +14 +42%
PMAM
447
Picton Mahoney Asset Management
Ontario, Canada
$1K -$396K -15,600 -100%
CCM
448
Cloud Capital Management
Washington
$1K +$1.55K +61 New
PWMG
449
Private Wealth Management Group
New Jersey
$876 +$864 +34 New
DPW
450
DiNuzzo Private Wealth
Pennsylvania
$857 – – –
16 17
18
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