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Columbia Banking Systems
COLB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
451
Pinnacle Wealth Planning Services
Ohio
$3.86K +$3.74K +138 New
DF
452
DecisionPoint Financial
Arizona
$3.52K – – –
WPA
453
Wealth Preservation Advisors
Tennessee
$3.35K +$1.03K +38 +46%
BIA
454
Bell Investment Advisors
California
$3.13K -$1.46K -54 -33%
BGAI
455
Bruce G. Allen Investments
Colorado
$3.08K +$1.27K +47 +75%
KFAS
456
Keating Financial Advisory Services
Kansas
$2.88K +$2.79K +103 New
HNW
457
High Note Wealth
Minnesota
$2.82K +$2.73K +101 New
JC
458
JCSD Capital
California
$2.79K +$2.71K +100 New
CTC
459
Central Trust Company
Missouri
$2.68K – – –
KG
460
Kilter Group
New York
$2.66K -$1.38K -51 -35%
S
461
Sachetta
Massachusetts
$2.63K – – –
SWM
462
Spire Wealth Management
Virginia
$2.26K – – –
TCOV
463
Trust Company of Vermont
Vermont
$2.1K – – –
CWM
464
Copia Wealth Management
Oregon
$2.01K – – –
ZBNA
465
Zions Bancorporation, National Association
Utah
$1.98K +$1.92K +71 New
BWA
466
Basecamp Wealth Advisors
Washington
$1.76K +$1.71K +63 New
WIM
467
Westside Investment Management
California
$1.76K +$1.71K +63 New
WT
468
Whittier Trust
California
$1.65K -$27 -1 -2%
IAS
469
IMA Advisory Services
Colorado
$1.65K +$1.6K +59 New
RWS
470
Retirement Wealth Solutions
Wisconsin
$1.54K -$541 -20 -27%
PMAM
471
Picton Mahoney Asset Management
Ontario, Canada
$1.34K – – –
DPW
472
DiNuzzo Private Wealth
Pennsylvania
$1.26K +$352 +13 +41%
RWM
473
Rialto Wealth Management
New York
$1.2K -$108 -4 -9%
TFA
474
Transamerica Financial Advisors
Florida
$1.09K +$1.06K +39 New
CH
475
Cromwell Holdings
Wyoming
$1.01K +$406 +15 +71%
17 18
19
20 21