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STK

Columbia Seligman Premium Technology Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WH
26
Whitcomb & Hess
Ohio
$401K +$405K +12,591 New
Creative Planning
27
Creative Planning
Kansas
$366K -$165K -5,138 -31%
CMS
28
Capital Market Strategies
Florida
$354K
SB
29
Strategic Blueprint
Georgia
$351K +$40.2K +1,250 +13%
LMKC
30
L.M. Kohn & Company
Ohio
$328K +$7.08K +220 +2%
IWM
31
IHT Wealth Management
Illinois
$306K +$15.9K +493 +5%
EWA
32
EP Wealth Advisors
California
$267K +$270K +8,391 New
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$257K
LCM
34
Landscape Capital Management
New Jersey
$236K +$238K +7,415 New
OL
35
Owen LaRue
Kentucky
$232K -$116K -3,614 -33%
CIA
36
Concurrent Investment Advisors
Florida
$226K +$228K +7,094 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$221K +$1.93K +60 +0.9%
BRWA
38
B. Riley Wealth Advisors
Florida
$218K -$215K -6,678 -45%
AWS
39
Atria Wealth Solutions
New York
$210K -$157K -4,867 -42%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$198K +$71.8K +2,234 +56%
PA
41
Parallel Advisors
California
$128K +$2.67K +83 +2%
NS
42
NBC Securities
Alabama
$112K +$1.03K +32 +0.9%
CA
43
CoreCap Advisors
Michigan
$93.6K +$94.5K +2,937 New
RFA
44
Register Financial Advisors
Georgia
$90.3K +$91.1K +2,833 New
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$76.5K +$19.6K +609 +34%
GAA
46
Global Assets Advisory
Florida
$41.5K +$41.8K +1,300 New
SPIA
47
Steward Partners Investment Advisory
New York
$40.5K
PTC
48
Private Trust Company
Ohio
$36K +$322 +10 +0.9%
Comerica Bank
49
Comerica Bank
Texas
$34.8K +$289 +9 +0.8%
M
50
MOTCO
Texas
$31.9K