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STK

Columbia Seligman Premium Technology Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$452K -$268K -8,208 -37%
CMS
27
Capital Market Strategies
Florida
$420K +$3.26K +100 +0.8%
Creative Planning
28
Creative Planning
Kansas
$387K +$22.6K +692 +6%
HH
29
Hilltop Holdings
Texas
$381K +$62K +1,900 +19%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$373K +$16.5K +506 +5%
IWM
31
IHT Wealth Management
Illinois
$371K +$32.8K +1,006 +10%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$365K -$6.72K -206 -2%
SWM
33
Spire Wealth Management
Virginia
$337K
SB
34
Strategic Blueprint
Georgia
$306K +$20.4K +625 +7%
MWM
35
Meridian Wealth Management
Kentucky
$273K +$12.2K +375 +5%
LFAS
36
Level Four Advisory Services
Texas
$268K
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$258K +$815 +25 +0.3%
FAM
38
Formidable Asset Management
Ohio
$246K +$250K +7,672 New
DWM
39
Doyle Wealth Management
Florida
$226K +$230K +7,053 New
AWS
40
Atria Wealth Solutions
New York
$224K +$228K +6,991 New
PA
41
Parallel Advisors
California
$212K +$7.14K +219 +3%
P
42
&Partners
Tennessee
$203K
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$165K +$168K +5,153 New
COCM
44
Charter Oak Capital Management
New Hampshire
$99K
SWM
45
Sugarloaf Wealth Management
Georgia
$49K +$2.38K +73 +5%
SPIA
46
Steward Partners Investment Advisory
New York
$41K
CTB
47
Country Trust Bank
Illinois
$16K
AF
48
Allworth Financial
California
$14K +$685 +21 +5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$13K +$457 +14 +4%
SMG
50
Spectrum Management Group
Indiana
$11K +$522 +16 +5%