We are live on ! Find out more
COLB icon

Columbia Banking Systems
COLB

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