Filing Research | CLBK - COLUMBIA FINL INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	25.8KSH	$547.6K
2	SeaCrest Wealth Management, LLC	Shares	24.1KSH	$511.4K
3	Crown Wealth Group, LLC	Shares	15.5KSH	$328.9K
4	Roxbury Financial LLC	Shares	15.0KSH	$318.3K
5	Police & Firemen's Retirement System of New Jersey	Shares	8.4KSH	$179.1K
6	SIGNATUREFD, LLC	Shares	1.1KSH	$23.4K
7	Versant Capital Management, Inc	Shares	682SH	$14.5K
8	IFP Advisors, Inc	Shares	551SH	$11.7K
9	Curated Wealth Partners LLC	Shares	10.0KSH	$11.2K
10	Farther Finance Advisors, LLC	Shares	374SH	$7.9K
11	EverSource Wealth Advisors, LLC	Shares	290SH	$6.2K
12	GAMMA Investing LLC	Shares	191SH	$4.1K
13	SJS Investment Consulting Inc.	Shares	71SH	$1.5K
14	Torren Management, LLC	Shares	66SH	$1.4K
15	Marquette Asset Management, LLC	Shares	52SH	$1.1K
16	Physician Wealth Advisors, Inc.	Shares	35SH	$743
17	True Wealth Design, LLC	Shares	25SH	$531
18	DiNuzzo Private Wealth, Inc.	Shares	5SH	$107
19	State of Alaska, Department of Revenue	Shares	4.4KSH	$94
20	FNY Investment Advisers, LLC	Shares	93SH	$1

Manager changes2026-06-30 vs 2026-03-31

21 / 21 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+9.4K	+$261.0K	$547.6K
2	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$89.4K	$511.4K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	+$68.7K	$179.1K
4	Crown Wealth Group, LLC unchanged	Shares	0	+$57.5K	$328.9K
5	Roxbury Financial LLC trimmed	Shares	-900	+$39.9K	$318.3K
6	Curated Wealth Partners LLC new	Shares	+10.0K	+$11.2K	$11.2K
7	SIGNATUREFD, LLC unchanged	Shares	0	+$4.1K	$23.4K
8	Farther Finance Advisors, LLC added	Shares	+136	+$3.8K	$7.9K
9	Versant Capital Management, Inc unchanged	Shares	0	+$2.5K	$14.5K
10	IFP Advisors, Inc trimmed	Shares	-6	+$1.9K	$11.7K
11	SJS Investment Consulting Inc. added	Shares	+62	+$1.3K	$1.5K
12	GAMMA Investing LLC unchanged	Shares	0	+$709	$4.1K
13	Torren Management, LLC unchanged	Shares	0	+$245	$1.4K
14	Marquette Asset Management, LLC unchanged	Shares	0	+$193	$1.1K
15	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$130	$743
16	True Wealth Design, LLC trimmed	Shares	-2	+$58	$531
17	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$19	$107
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$17	$94
19	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$1
20	EverSource Wealth Advisors, LLC trimmed	Shares	-547	-$8.5K	$6.2K
21	Hudson Capital Management LLC exited	Shares	-14.6K	-$256.2K	$0