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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
$422K -$33.4K -1,184 -8%
LMKC
27
L.M. Kohn & Company
Ohio
$403K +$37.3K +1,322 +11%
SFS
28
Shaker Financial Services
Virginia
$395K -$424K -15,004 -54%
DJYG
29
David J. Yvars Group
Florida
$379K -$30.7K -1,087 -8%
PA
30
Parallel Advisors
California
$334K +$99.5K +3,525 +47%
P
31
&Partners
Tennessee
$327K +$304K +10,768 New
CMS
32
Capital Market Strategies
Florida
$320K -$28.2K -1,000 -9%
CPA
33
Compass Planning Associates
Massachusetts
$310K
CIA
34
Concurrent Investment Advisors
Florida
$292K +$37.6K +1,331 +16%
AF
35
Allworth Financial
California
$264K +$228K +8,091 +1,333%
AWS
36
Atria Wealth Solutions
New York
$242K +$225K +7,954 New
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$240K -$60K -2,126 -22%
JWCA
38
J.W. Cole Advisors
Florida
$238K +$1.55K +55 +0.7%
SW
39
SteelPeak Wealth
California
$234K +$3.44K +122 +2%
Jane Street
40
Jane Street
New York
$208K +$194K +6,854 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$206K +$8.92K +316 +5%
WIA
42
World Investment Advisors
California
$206K +$191K +6,758 New
NS
43
NBC Securities
Alabama
$140K -$38.8K -1,373 -23%
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$105K -$113 -4 -0.1%
CA
45
CoreCap Advisors
Michigan
$95.9K -$42.7K -1,512 -32%
SPIA
46
Steward Partners Investment Advisory
New York
$80.3K +$1.5K +53 +2%
FFA
47
Farther Finance Advisors
California
$74.9K
NA
48
NewEdge Advisors
Louisiana
$74.8K -$112K -3,952 -62%
WSFS
49
Wilmington Savings Fund Society
Delaware
$55.5K
PTC
50
Private Trust Company
Ohio
$37.8K