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Columbia Banking Systems

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Activest Wealth Management
Florida
$769 -$178 -6 -20%
HFS
527
Hughes Financial Services
Virginia
$769 – – –
AF
528
Advisornet Financial
Minnesota
$769 +$208 +7 +41%
Kayne Anderson Rudnick Investment Management
529
Kayne Anderson Rudnick Investment Management
California
$737 – – –
MEG
530
Millstone Evans Group
Colorado
$737 – – –
CFD
531
Creative Financial Designs
Indiana
$705 – – –
BIM
532
Breakwater Investment Management
Washington
$641 – – –
PS
533
Planning Strategies
Pennsylvania
$641 +$594 +20 New
FC
534
Financial Consulate
Maryland
$577 – – –
LI
535
LRI Investments
Florida
$545 +$505 +17 New
MCM
536
MV Capital Management
Maryland
$513 – – –
SIM
537
Synergy Investment Management
Florida
$492 +$475 +16 New
AW
538
Ankerstar Wealth
Texas
$481 – – –
TCM
539
Tradewinds Capital Management
Washington
$481 – – –
PWMG
540
Prestige Wealth Management Group
New Jersey
$449 +$148 +5 +56%
SEP
541
Signature Equity Partners
Ohio
$288 -$683 -23 -72%
WETS
542
Wealth Enhancement Trust Services
South Dakota
$288 +$267 +9 New
BWS
543
Buck Wealth Strategies
Colorado
$224 +$208 +7 New
PCFFS
544
Pacific Center for Financial Services
California
$193 – – –
DF
545
Dunhill Financial
United Kingdom
$182 – – –
ACA
546
American Capital Advisory
Idaho
$161 – – –
SC
547
SouthState Corp
Florida
$161 – – –
BCWM
548
Bartlett & Co Wealth Management
Ohio
$160 – – –
MCA
549
Maryland Capital Advisors
Maryland
$97 +$89 +3 New
IWM
550
IMG Wealth Management
Florida
$96 +$89 +3 New