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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
$325K +$38.8K +1,376 +12%
SFS
27
Shaker Financial Services
Virginia
$308K -$829K -29,408 -71%
CMS
28
Capital Market Strategies
Florida
$303K -$28.2K -1,000 -8%
Creative Planning
29
Creative Planning
Kansas
$303K +$141 +5 +0%
BRWM
30
B. Riley Wealth Management
Tennessee
$276K +$310K +11,015 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$266K -$21.6K -766 -7%
SWM
32
Spire Wealth Management
Virginia
$263K
SB
33
Strategic Blueprint
Georgia
$244K +$5.64K +200 +2%
LFAS
34
Level Four Advisory Services
Texas
$209K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$205K -$96.6K -3,427 -29%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$202K +$141 +5 +0.1%
PA
37
Parallel Advisors
California
$181K +$20.5K +729 +11%
COCM
38
Charter Oak Capital Management
New Hampshire
$99K
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$97K -$36.6K -1,300 -25%
WAM
40
Wolverine Asset Management
Illinois
$73K +$82.1K +2,913 New
CA
41
CoreCap Advisors
Michigan
$55K +$61.7K +2,190 New
SWM
42
Sugarloaf Wealth Management
Georgia
$39K +$761 +27 +2%
SPIA
43
Steward Partners Investment Advisory
New York
$32K
AF
44
Allworth Financial
California
$11K +$197 +7 +2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$10K
SCA
46
Stonebridge Capital Advisors
Minnesota
$10K +$11.6K +410 New
BCMLT
47
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K
RCM
48
Raleigh Capital Management
North Carolina
$6K
HH
49
Hilltop Holdings
Texas
-$381K -11,875 Closed
MWM
50
Meridian Wealth Management
Kentucky
-$273K -8,515 Closed