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Columbia Banking Systems

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
501
Basecamp Wealth Advisors
Washington
$2.5K +$1.25K +42 +117%
EP
502
Essential Partners
California
$2.4K -$170K -5,729 -99%
CWM
503
Copia Wealth Management
Oregon
$2.31K
KG
504
Kilter Group
New York
$2.18K -$832 -28 -29%
WIM
505
Westside Investment Management
California
$2.02K
AW
506
Avion Wealth
Texas
$2K -$1.96K -66 -45%
BTI
507
Blue Trust Inc
Georgia
$1.92K -$921 -31 -34%
WT
508
Whittier Trust
California
$1.84K
MNA
509
Manning & Napier Advisors
New York
$1.79K +$1.66K +56 New
SGFG
510
Silver Grove Financial Group
New York
$1.64K +$1.51K +51 New
SWM
511
SHP Wealth Management
Massachusetts
$1.6K +$1.49K +50 New
IPS
512
Investors Portfolio Services
Washington
$1.51K
TFA
513
Transamerica Financial Advisors
Florida
$1.51K +$30 +1 +2%
RWS
514
Retirement Wealth Solutions
Wisconsin
$1.5K +$89 +3 +7%
BHWM
515
Bay Harbor Wealth Management
Maryland
$1.47K +$327 +11 +31%
DPW
516
DiNuzzo Private Wealth
Pennsylvania
$1.44K
HIA
517
HFM Investment Advisors
New Jersey
$1.31K +$624 +21 +105%
ZBNA
518
Zions Bancorporation, National Association
Utah
$1.19K -$148 -5 -12%
RWM
519
Raffa Wealth Management
District of Columbia
$1.03K +$89 +3 +10%
AIS
520
Advocate Investing Services
Maryland
$994
AWM
521
Activest Wealth Management
Florida
$769 -$178 -6 -20%
HFS
522
Hughes Financial Services
Virginia
$769
AF
523
Advisornet Financial
Minnesota
$769 +$208 +7 +41%
Kayne Anderson Rudnick Investment Management
524
Kayne Anderson Rudnick Investment Management
California
$737
MEG
525
Millstone Evans Group
Colorado
$737