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STK

Columbia Seligman Premium Technology Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$404K -$35K -1,037 -8%
IWM
27
IHT Wealth Management
Illinois
$401K -$36.5K -1,079 -9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$399K +$40.9K +1,211 +12%
SWM
29
Spire Wealth Management
Virginia
$385K +$355K +10,500 +3,000%
MWM
30
Meridian Wealth Management
Kentucky
$338K +$608 +18 +0.2%
HH
31
Hilltop Holdings
Texas
$312K +$297K +8,800 New
LFF
32
Level Four Financial
Texas
$286K
SB
33
Strategic Blueprint
Georgia
$282K +$16.9K +500 +7%
Wells Fargo
34
Wells Fargo
California
$267K +$4.46K +132 +2%
Jane Street
35
Jane Street
New York
$252K +$240K +7,104 New
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$251K
FAM
37
Formidable Asset Management
Ohio
$246K -$34.4K -1,018 -12%
P
38
&Partners
Tennessee
$225K +$214K +6,327 New
PA
39
Parallel Advisors
California
$223K
COCM
40
Charter Oak Capital Management
New Hampshire
$99K
SWM
41
Sugarloaf Wealth Management
Georgia
$63K -$57.9K -1,713 -49%
SPIA
42
Steward Partners Investment Advisory
New York
$45K -$65.8K -1,947 -61%
AWA
43
Arkadios Wealth Advisors
Georgia
$35K +$29.6K +876 +742%
TWM
44
Tradition Wealth Management
Minnesota
$32K +$30.1K +890 New
AWM
45
Avior Wealth Management
Nebraska
$28K
NFSG
46
Newbridge Financial Services Group
Florida
$27K
AF
47
Allworth Financial
California
$14K
Citigroup
48
Citigroup
New York
$14K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$14K
BBHC
50
Brown Brothers Harriman & Co
New York
$4K