| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | Vice President and Head of North America Institutional of Issuer's Investment Adviser | Jan 15, 2024 | |||
| TY, TY-P | TRI-CONTINENTAL CORP | Vice President and Head of North America Institutional of Issuer's Investment Adviser | Jan 15, 2024 |