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TRI-Continental Corp

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$230K
AWM
77
Altus Wealth Management
Kentucky
$223K +$1.22K +36 +0.6%
JHP
78
James Hambro & Partners
United Kingdom
$217K +$1.83K +54 +0.9%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$212K +$131K +3,859 +165%
SBH
80
Segall Bryant & Hamill
Illinois
$211K
NFG
81
Nations Financial Group
Iowa
$209K +$208K +6,140 New
BAM
82
Barrett Asset Management
New York
$207K
RWA
83
Ropes Wealth Advisors
Massachusetts
$205K
BHIC
84
Bassett Hargrove Investment Counsel
Delaware
$205K +$203K +6,000 New
PA
85
Pinnacle Associates
New York
$205K +$203K +6,000 New
BFS
86
Bradley Foster & Sargent
Connecticut
$203K +$202K +5,963 New
EWM
87
Evermay Wealth Management
Virginia
$191K +$189K +5,591 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$188K +$107K +3,150 +132%
TJHA
89
Thomas J. Herzfeld Advisors
Florida
$139K +$1.42K +42 +1%
SWM
90
Spire Wealth Management
Virginia
$119K -$47K -1,388 -29%
ME
91
McIlrath & Eck
Washington
$116K +$58.2K +1,717 +102%
NFG
92
Next Financial Group
Texas
$98K +$97.8K +2,886 New
US Bancorp
93
US Bancorp
Minnesota
$92K +$779 +23 +0.9%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$75K +$3.05K +90 +4%
SIC
95
Salem Investment Counselors
North Carolina
$50K
GWM
96
Geneos Wealth Management
Colorado
$42K +$339 +10 +0.8%
NL
97
NVWM LLC
Pennsylvania
$38K +$305 +9 +0.8%
WQ
98
Wealth Quarterback
New Jersey
$38K +$37.6K +1,109 New
TLCM
99
Twin Lakes Capital Management
California
$33K
MAM
100
McCarthy Asset Management
California
$30K +$474 +14 +2%