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STK

Columbia Seligman Premium Technology Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LI
26
LVZ Inc
Michigan
$482K -$64.5K -1,931 -11%
IWM
27
IHT Wealth Management
Illinois
$468K +$84.5K +2,529 +21%
NA
28
NewEdge Advisors
Louisiana
$397K -$101K -3,031 -20%
Creative Planning
29
Creative Planning
Kansas
$389K +$22K +657 +6%
DJYG
30
David J. Yvars Group
Florida
$382K +$7.18K +215 +2%
CMS
31
Capital Market Strategies
Florida
$368K +$11.9K +356 +3%
WH
32
Whitcomb & Hess
Ohio
$355K -$49.4K -1,478 -12%
LCM
33
Landscape Capital Management
New Jersey
$341K -$46.3K -1,386 -12%
SB
34
Strategic Blueprint
Georgia
$331K -$10K -300 -3%
CPA
35
Compass Planning Associates
Massachusetts
$326K +$340K +10,190 New
LMKC
36
L.M. Kohn & Company
Ohio
$308K -$14.7K -441 -4%
KAS
37
Kestra Advisory Services
Texas
$304K +$318K +9,518 New
CIA
38
Concurrent Investment Advisors
Florida
$288K +$16.1K +483 +6%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$258K +$100 +3 +0%
KPWS
40
Kestra Private Wealth Services
Texas
$235K
AWS
41
Atria Wealth Solutions
New York
$228K -$2.17K -65 -1%
EWA
42
EP Wealth Advisors
California
$222K -$48.4K -1,450 -17%
PA
43
Parallel Advisors
California
$215K +$12.7K +379 +6%
SW
44
SteelPeak Wealth
California
$204K +$2.87K +86 +1%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$177K
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$128K +$19.1K +572 +17%
CA
47
CoreCap Advisors
Michigan
$93.6K -$200 -6 -0.2%
SPIA
48
Steward Partners Investment Advisory
New York
$62.9K
WSFS
49
Wilmington Savings Fund Society
Delaware
$58.3K
PTC
50
Private Trust Company
Ohio
$36.1K