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Columbia Banking Systems

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
476
True Wealth Design
Ohio
$9.07K -$8.23K -277 -49%
KFAS
477
Keating Financial Advisory Services
Kansas
$8.37K -$89 -3 -1%
W
478
WealthCollab
Washington
$8.11K – – –
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$8.01K -$148 -5 -2%
OCWP
480
Owl Creek Wealth Partners
Colorado
$7.85K -$1.04K -35 -13%
PWA
481
Physician Wealth Advisors
Utah
$7.79K +$891 +30 +14%
BBHC
482
Brown Brothers Harriman & Co
New York
$7.12K – – –
CAL
483
Capital Analysts LLC
Pennsylvania
$7K – – –
JWA
484
JFS Wealth Advisors
Pennsylvania
$6.96K +$267 +9 +4%
FWA
485
Flagship Wealth Advisors
Massachusetts
$6.41K +$5.94K +200 New
MG
486
Mather Group
Illinois
$6.38K – – –
S
487
Sachetta
Massachusetts
$6.38K +$445 +15 +8%
BFS
488
Bare Financial Services
Pennsylvania
$5.38K -$535 -18 -10%
PWPS
489
Pinnacle Wealth Planning Services
Ohio
$5.22K +$742 +25 +18%
Optiver Holding
490
Optiver Holding
Netherlands
$5.16K +$4.78K +161 New
CA
491
Clearstead Advisors
Ohio
$5.13K -$6.68K -225 -58%
VWA
492
Valued Wealth Advisors
Utah
$4.84K +$4.48K +151 New
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$4.58K -$1.1K -37 -21%
DF
494
DecisionPoint Financial
Arizona
$4.36K +$238 +8 +6%
RWM
495
Rialto Wealth Management
New York
$4.26K +$2.61K +88 +196%
BIA
496
Bell Investment Advisors
California
$4.1K +$475 +16 +14%
TM
497
Torren Management
California
$3.72K – – –
SIC
498
SJS Investment Consulting
Ohio
$3.56K +$1.78K +60 +118%
HNW
499
High Note Wealth
Minnesota
$3.24K – – –
CH
500
Cromwell Holdings
Wyoming
$3.14K +$1.16K +39 +66%