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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
$841K -$36.9K -937 -4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$825K -$42.7K -1,083 -5%
LOWM
28
Laurel Oak Wealth Management
New Jersey
$821K -$89.2K -2,263 -9%
HIP
29
HUB Investment Partners
Texas
$721K
DJYG
30
David J. Yvars Group
Florida
$705K +$30.9K +783 +4%
AW
31
Alteri Wealth
California
$683K
MWM
32
Meridian Wealth Management
Kentucky
$673K +$512 +13 +0.1%
KAS
33
Kestra Advisory Services
Texas
$659K -$20.1K -509 -3%
BEI
34
Benjamin Edwards Inc
Missouri
$657K +$3.98K +101 +0.6%
SAM
35
Smith Asset Management
Florida
$610K
LI
36
LVZ Inc
Michigan
$527K
P
37
&Partners
Tennessee
$502K +$44.2K +1,121 +9%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$496K +$44.5K +1,130 +9%
PA
39
Parallel Advisors
California
$490K +$4.85K +123 +1%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$447K +$195K +4,947 +72%
OC
41
Oppenheimer & Co
New York
$415K +$158 +4 +0%
CPA
42
Compass Planning Associates
Massachusetts
$387K
NP
43
NorthRock Partners
Minnesota
$383K +$398K +10,095 New
KPWS
44
Kestra Private Wealth Services
Texas
$356K +$370K +9,396 New
AF
45
Allworth Financial
California
$331K +$315 +8 +0.1%
Jane Street
46
Jane Street
New York
$331K +$43.5K +1,104 +14%
CIA
47
Concurrent Investment Advisors
Florida
$320K -$67.7K -1,717 -17%
SW
48
SteelPeak Wealth
California
$313K +$4.69K +119 +1%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$297K -$79.5K -2,018 -21%
MFWP
50
Mosaic Family Wealth Partners
Missouri
$275K