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STK

Columbia Seligman Premium Technology Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$386K -$8.46K -286 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$313K -$108K -3,646 -27%
MWM
28
Meridian Wealth Management
Kentucky
$297K +$6.24K +211 +2%
FAM
29
Formidable Asset Management
Ohio
$268K
LFF
30
Level Four Financial
Texas
$252K
SB
31
Strategic Blueprint
Georgia
$233K +$220K +7,450 New
Wells Fargo
32
Wells Fargo
California
$232K +$11.8K +399 +6%
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$221K +$209K +7,062 New
KWM
34
Kingsview Wealth Management
Oregon
$210K +$195K +6,600 New
PA
35
Parallel Advisors
California
$196K -$5.33K -180 -3%
SWM
36
Sugarloaf Wealth Management
Georgia
$109K +$103K +3,476 New
SPIA
37
Steward Partners Investment Advisory
New York
$100K -$8.85K -299 -9%
COCM
38
Charter Oak Capital Management
New Hampshire
$99K
SQA
39
Simon Quick Advisors
New Jersey
$48K +$45.9K +1,550 New
MF
40
Manchester Financial
California
$26K -$2.6K -88 -10%
AWM
41
Avior Wealth Management
Nebraska
$24K
NFSG
42
Newbridge Financial Services Group
Florida
$24K
AF
43
Allworth Financial
California
$13K
Citigroup
44
Citigroup
New York
$12K -$577K -19,489 -98%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$12K
SWM
46
Spire Wealth Management
Virginia
$11K +$10.4K +350 New
EP
47
Eudaimonia Partners
Tennessee
$8K +$7.87K +266 New
CAC
48
Certified Advisory Corp
Florida
$7K +$6.95K +235 New
BBHC
49
Brown Brothers Harriman & Co
New York
$3K
CFGS
50
Concourse Financial Group Securities
Alabama
$3K