We are live on ! Find out more
COLB icon

Columbia Banking Systems

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
501
Millstone Evans Group
Colorado
$631 – – –
VWM
502
Vermillion Wealth Management
Minnesota
$631 +$665 +23 New
CFD
503
Creative Financial Designs
Indiana
$603 – – –
PWA
504
Principia Wealth Advisory
Texas
$603 +$376 +13 +144%
BIM
505
Breakwater Investment Management
Washington
$549 – – –
HIA
506
HFM Investment Advisors
New Jersey
$549 – – –
NA
507
NewEdge Advisors
Louisiana
$549 +$578 +20 New
FC
508
Financial Consulate
Maryland
$494 – – –
AF
509
Advisornet Financial
Minnesota
$466 +$289 +10 +143%
MCM
510
MV Capital Management
Maryland
$439 +$347 +12 +300%
TCM
511
Tradewinds Capital Management
Washington
$412 – – –
AW
512
Ankerstar Wealth
Texas
$411 – – –
SS
513
Sunbelt Securities
Texas
$384 – – –
ME
514
McIlrath & Eck
Washington
$357 +$376 +13 New
WA
515
Whipplewood Advisors
Colorado
$329 +$347 +12 New
CIAM
516
Caitong International Asset Management
Hong Kong
$274 +$145 +5 +100%
IWS
517
Intentional Wealth Strategies
Colorado
$274 +$289 +10 New
PWMG
518
Prestige Wealth Management Group
New Jersey
$247 +$260 +9 New
CW
519
Curio Wealth
Maryland
$219 +$231 +8 New
PCFFS
520
Pacific Center for Financial Services
California
$165 – – –
DF
521
Dunhill Financial
United Kingdom
$156 -$29 -1 -17%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$145 +$145 +5 New
SC
523
SouthState Corp
Florida
$138 – – –
ACA
524
American Capital Advisory
Idaho
$138 +$145 +5 New
CFS
525
CGC Financial Services
Oregon
$55 – – –