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STK

Columbia Seligman Premium Technology Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CMS
26
Capital Market Strategies
Florida
$481K +$469K +12,984 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$428K -$106K -2,943 -20%
Creative Planning
28
Creative Planning
Kansas
$421K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$411K -$12.2K -338 -3%
IWM
30
IHT Wealth Management
Illinois
$391K -$13.9K -384 -4%
SWM
31
Spire Wealth Management
Virginia
$389K -$12.6K -350 -3%
HH
32
Hilltop Holdings
Texas
$369K +$42.4K +1,175 +13%
SB
33
Strategic Blueprint
Georgia
$329K
LFAS
34
Level Four Advisory Services
Texas
$309K +$302K +8,353 New
MWM
35
Meridian Wealth Management
Kentucky
$301K -$26.1K -722 -8%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$297K +$361 +10 +0.1%
P
37
&Partners
Tennessee
$234K
PA
38
Parallel Advisors
California
$233K
CFGS
39
Concourse Financial Group Securities
Alabama
$110K +$93.5K +2,587 +739%
COCM
40
Charter Oak Capital Management
New Hampshire
$99K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$88K +$85.6K +2,370 New
CA
42
CoreCap Advisors
Michigan
$78K +$76.6K +2,119 New
SWM
43
Sugarloaf Wealth Management
Georgia
$54K +$614 +17 +1%
SPIA
44
Steward Partners Investment Advisory
New York
$47K
TWM
45
Tradition Wealth Management
Minnesota
$33K
CTB
46
Country Trust Bank
Illinois
$19K
AF
47
Allworth Financial
California
$15K +$181 +5 +1%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$14K
SMG
49
Spectrum Management Group
Indiana
$12K +$145 +4 +1%
BBHC
50
Brown Brothers Harriman & Co
New York
$4K