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Columbia Banking Systems
COLB

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
451
Private Trust Company
Ohio
$9.85K +$3.41K +118 +49%
GIA
452
GHP Investment Advisors
Colorado
$9.44K – – –
Q1WB
453
Quest 10 Wealth Builders
Virginia
$8.71K -$8.67K -300 -49%
WSFG
454
Wall Street Financial Group
Illinois
$7.98K +$8.41K +291 New
OCWP
455
Owl Creek Wealth Partners
Colorado
$7.68K +$8.1K +280 New
KFAS
456
Keating Financial Advisory Services
Kansas
$7.24K +$4.66K +161 +156%
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$7K +$723 +25 +11%
W
458
WealthCollab
Washington
$6.94K – – –
BWL
459
Bogart Wealth LLC
Virginia
$6.68K +$925 +32 +15%
BBHC
460
Brown Brothers Harriman & Co
New York
$6.09K +$2.23K +77 +53%
CAL
461
Capital Analysts LLC
Pennsylvania
$6K – – –
PWA
462
Physician Wealth Advisors
Utah
$5.84K – – –
JWA
463
JFS Wealth Advisors
Pennsylvania
$5.71K +$318 +11 +6%
MG
464
Mather Group
Illinois
$5.46K +$5.75K +199 New
SIS
465
Sound Income Strategies
Florida
$5.11K +$29 +1 +0.5%
BFS
466
Bare Financial Services
Pennsylvania
$5.1K +$520 +18 +11%
S
467
Sachetta
Massachusetts
$5.05K +$2.6K +90 +96%
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$4.94K -$4.94K -171 -49%
AW
469
Avion Wealth
Texas
$4K – – –
PWPS
470
Pinnacle Wealth Planning Services
Ohio
$3.79K – – –
DF
471
DecisionPoint Financial
Arizona
$3.46K – – –
TM
472
Torren Management
California
$3.18K -$47K -1,624 -93%
BIA
473
Bell Investment Advisors
California
$3.07K – – –
HNW
474
High Note Wealth
Minnesota
$2.77K – – –
KG
475
Kilter Group
New York
$2.63K +$29 +1 +1%
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19
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