COLUMBIA SELIGM PREM TECH GR
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 79,314 | 151,597 | +72,283 | 0.08 | 0.18 | +0.09 | buy |
| Shaker Financial Services, LLC | 12,989 | 80,622 | +67,633 | 0.14 | 0.98 | +0.83 | buy |
| David J Yvars Group | 12,464 | 13,895 | +1,431 | 0.22 | 0.26 | +0.04 | buy |
| SteelPeak Wealth, LLC | 7,699 | 7,816 | +117 | 0.01 | 0.01 | +0.00 | buy |
| Aviance Capital Partners, LLC | 42,919 | 42,989 | +70 | 0.17 | 0.18 | +0.01 | buy |
| Thomas J. Herzfeld Advisors, Inc. | 3,448 | 3,345 | -103 | 0.04 | 0.04 | +0.00 | sell |
| Smith Asset Management Co., LLC | 16,000 | 15,850 | -150 | 0.42 | 0.48 | +0.06 | sell |
| Meridian Wealth Management, LLC | 17,419 | 17,124 | -295 | 0.02 | 0.02 | +0.00 | sell |
| Consolidated Portfolio Review Corp | 20,170 | 19,398 | -772 | 0.08 | 0.09 | +0.00 | sell |