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Columbia Banking Systems
COLB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
501
Clearstead Trust
Maine
$2.95K -$11.1K -373 -80%
CCMI
502
Creative Capital Management Investments
California
$2.76K +$2.55K +86 New
BGAI
503
Bruce G. Allen Investments
Colorado
$2.72K -$238 -8 -9%
SWM
504
Spire Wealth Management
Virginia
$2.6K – – –
BWA
505
Basecamp Wealth Advisors
Washington
$2.5K +$1.25K +42 +117%
EP
506
Essential Partners
California
$2.4K -$170K -5,729 -99%
CWM
507
Copia Wealth Management
Oregon
$2.31K – – –
KG
508
Kilter Group
New York
$2.18K -$832 -28 -29%
WIM
509
Westside Investment Management
California
$2.02K – – –
AW
510
Avion Wealth
Texas
$2K -$1.96K -66 -45%
BTI
511
Blue Trust Inc
Georgia
$1.92K -$921 -31 -34%
WT
512
Whittier Trust
California
$1.84K – – –
MNA
513
Manning & Napier Advisors
New York
$1.79K +$1.66K +56 New
SGFG
514
Silver Grove Financial Group
New York
$1.64K +$1.51K +51 New
SWM
515
SHP Wealth Management
Massachusetts
$1.6K +$1.49K +50 New
IPS
516
Investors Portfolio Services
Washington
$1.51K – – –
TFA
517
Transamerica Financial Advisors
Florida
$1.51K +$30 +1 +2%
RWS
518
Retirement Wealth Solutions
Wisconsin
$1.5K +$89 +3 +7%
BHWM
519
Bay Harbor Wealth Management
Maryland
$1.47K +$327 +11 +31%
DPW
520
DiNuzzo Private Wealth
Pennsylvania
$1.44K – – –
HIA
521
HFM Investment Advisors
New Jersey
$1.31K +$624 +21 +105%
ZBNA
522
Zions Bancorporation, National Association
Utah
$1.19K -$148 -5 -12%
RWM
523
Raffa Wealth Management
District of Columbia
$1.03K +$89 +3 +10%
AIS
524
Advocate Investing Services
Maryland
$994 – – –
PWA
525
Principia Wealth Advisory
Texas
$929 +$208 +7 +32%
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