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TRI-Continental Corp
TY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SC
26
Stolper & Co
Oklahoma
USD 2.25 M +USD 1.61 M +46,874 +254%
RCM
27
RB Capital Management
Nevada
USD 2.1 M +USD 3.5 k +102 +0.2%
Evolve Private Wealth
28
Evolve Private Wealth
California
USD 1.98 M -USD 144 k -4,211 -7%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
USD 1.93 M +USD 592 k +17,278 +45%
Concurrent Investment Advisors
30
Concurrent Investment Advisors
Florida
USD 1.79 M +USD 88.3 k +2,575 +5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
USD 1.76 M -USD 249 k -7,275 -12%
Bank of America
32
Bank of America
North Carolina
USD 1.64 M +USD 23 k +672 +1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
USD 1.51 M -USD 149 k -4,361 -9%
Allworth Financial
34
Allworth Financial
California
USD 1.42 M – – –
BI
35
Beckerman Institutional
New Jersey
USD 1.38 M +USD 1.44 k +42 +0.1%
Steward Partners Investment Advisory
36
Steward Partners Investment Advisory
New York
USD 1.34 M +USD 29.6 k +865 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
USD 1.12 M -USD 774 k -22,582 -41%
WCM
38
Whitener Capital Management
North Carolina
USD 1.08 M -USD 83.5 k -2,435 -7%
Albion Financial Group
39
Albion Financial Group
Utah
USD 1.03 M -USD 18.9 k -550 -2%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
USD 1.03 M +USD 136 k +3,982 +15%
HighTower Advisors
41
HighTower Advisors
Illinois
USD 1.02 M +USD 20.5 k +598 +2%
MGO One Seven
42
MGO One Seven
Ohio
USD 1.01 M +USD 483 k +14,096 +92%
AWG
43
Altus Wealth Group
Colorado
USD 1.01 M -USD 10.3 k -300 -1%
Creative Planning
44
Creative Planning
Kansas
USD 908 k +USD 14.9 k +435 +2%
&Partners
45
&Partners
Tennessee
USD 881 k +USD 32.7 k +954 +4%
Advisors Asset Management
46
Advisors Asset Management
Colorado
USD 847 k +USD 377 +11 +0%
Baltimore-Washington Financial Advisors
47
Baltimore-Washington Financial Advisors
Maryland
USD 840 k – – –
AW
48
Atlas Wealth
Ohio
USD 784 k +USD 781 k +22,782 Nuevas
WI
49
Westbourne Investments
Virginia
USD 704 k +USD 701 k +20,465 Nuevas
KMC
50
Kirr Marbach & Co
Indiana
USD 684 k – – –
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