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Columbia Seligman Premium Technology Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$378K +$7.44K +220 +2%
Creative Planning
27
Creative Planning
Kansas
$375K – – –
IWM
28
IHT Wealth Management
Illinois
$361K -$11.6K -342 -3%
SWM
29
Spire Wealth Management
Virginia
$358K – – –
SB
30
Strategic Blueprint
Georgia
$293K +$32.1K +950 +12%
MWM
31
Meridian Wealth Management
Kentucky
$292K -$22.3K -659 -7%
HH
32
Hilltop Holdings
Texas
$290K – – –
GC
33
Guggenheim Capital
Illinois
$276K +$283K +8,361 New
Wells Fargo
34
Wells Fargo
California
$270K +$21.2K +628 +8%
LFF
35
Level Four Financial
Texas
$266K – – –
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$264K +$32.1K +950 +13%
FAM
37
Formidable Asset Management
Ohio
$245K – – –
P
38
&Partners
Tennessee
$209K – – –
PA
39
Parallel Advisors
California
$207K – – –
COCM
40
Charter Oak Capital Management
New Hampshire
$99K – – –
SWM
41
Sugarloaf Wealth Management
Georgia
$47K -$10.9K -323 -18%
SPIA
42
Steward Partners Investment Advisory
New York
$42K – – –
GKWIM
43
Gerber Kawasaki Wealth & Investment Management
California
$36K +$36.9K +1,092 New
TWM
44
Tradition Wealth Management
Minnesota
$29K – – –
Citigroup
45
Citigroup
New York
$21K +$7.78K +230 +58%
CTB
46
Country Trust Bank
Illinois
$16K +$16.9K +500 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
AF
48
Allworth Financial
California
$13K +$203 +6 +1%
CFGS
49
Concourse Financial Group Securities
Alabama
$12K +$8.46K +250 +250%
SMG
50
Spectrum Management Group
Indiana
$10K +$10.4K +308 New