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Columbia Banking Systems
COLB

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
501
Vermillion Wealth Management
Minnesota
$631 +$665 +23 New
CFD
502
Creative Financial Designs
Indiana
$603 – – –
BIM
503
Breakwater Investment Management
Washington
$549 – – –
HIA
504
HFM Investment Advisors
New Jersey
$549 – – –
NA
505
NewEdge Advisors
Louisiana
$549 +$578 +20 New
FC
506
Financial Consulate
Maryland
$494 – – –
AF
507
Advisornet Financial
Minnesota
$466 +$289 +10 +143%
MCM
508
MV Capital Management
Maryland
$439 +$347 +12 +300%
TCM
509
Tradewinds Capital Management
Washington
$412 – – –
AW
510
Ankerstar Wealth
Texas
$411 – – –
SS
511
Sunbelt Securities
Texas
$384 – – –
ME
512
McIlrath & Eck
Washington
$357 +$376 +13 New
WA
513
Whipplewood Advisors
Colorado
$329 +$347 +12 New
CIAM
514
Caitong International Asset Management
Hong Kong
$274 +$145 +5 +100%
IWS
515
Intentional Wealth Strategies
Colorado
$274 +$289 +10 New
PWMG
516
Prestige Wealth Management Group
New Jersey
$247 +$260 +9 New
CW
517
Curio Wealth
Maryland
$219 +$231 +8 New
PCFFS
518
Pacific Center for Financial Services
California
$165 – – –
DF
519
Dunhill Financial
United Kingdom
$156 -$29 -1 -17%
BCWM
520
Bartlett & Co Wealth Management
Ohio
$145 +$145 +5 New
SC
521
SouthState Corp
Florida
$138 – – –
ACA
522
American Capital Advisory
Idaho
$138 +$145 +5 New
CFS
523
CGC Financial Services
Oregon
$55 – – –
GFA
524
Godfrey Financial Associates
New York
$55 – – –
QWM
525
Quaker Wealth Management
New Jersey
$28 -$29 -1 -50%
19 20
21
22 23