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Columbia Banking Systems

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$705
BIM
527
Breakwater Investment Management
Washington
$641
PS
528
Planning Strategies
Pennsylvania
$641 +$594 +20 New
FC
529
Financial Consulate
Maryland
$577
LI
530
LRI Investments
Florida
$545 +$505 +17 New
MCM
531
MV Capital Management
Maryland
$513
SIM
532
Synergy Investment Management
Florida
$492 +$475 +16 New
AW
533
Ankerstar Wealth
Texas
$481
TCM
534
Tradewinds Capital Management
Washington
$481
PWMG
535
Prestige Wealth Management Group
New Jersey
$449 +$148 +5 +56%
SEP
536
Signature Equity Partners
Ohio
$288 -$683 -23 -72%
WETS
537
Wealth Enhancement Trust Services
South Dakota
$288 +$267 +9 New
BWS
538
Buck Wealth Strategies
Colorado
$224 +$208 +7 New
PCFFS
539
Pacific Center for Financial Services
California
$193
DF
540
Dunhill Financial
United Kingdom
$182
ACA
541
American Capital Advisory
Idaho
$161
SC
542
SouthState Corp
Florida
$161
BCWM
543
Bartlett & Co Wealth Management
Ohio
$160
MCA
544
Maryland Capital Advisors
Maryland
$97 +$89 +3 New
IWM
545
IMG Wealth Management
Florida
$96 +$89 +3 New
CFS
546
CGC Financial Services
Oregon
$64
GFA
547
Godfrey Financial Associates
New York
$64
MWA
548
Medallion Wealth Advisors
Connecticut
$64 +$59 +2 New
Citadel Advisors
549
Citadel Advisors
Florida
-$94.3M -3,173,756 Closed
Capital World Investors
550
Capital World Investors
California
-$29.2M -1,063,800 Closed