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TRI-Continental Corp

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
101
GPS Wealth Strategies Group
Colorado
$18K +$17.6K +568 New
CFO
102
CVA Family Office
Colorado
$15K +$14.3K +464 New
SWM
103
Sugarloaf Wealth Management
Georgia
$14K
SFS
104
Sowell Financial Services
Arkansas
$14K +$10.8K +349 +727%
Deutsche Bank
105
Deutsche Bank
Germany
$13K +$12.4K +400 New
VFA
106
Valeo Financial Advisors
Indiana
$12K
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$10K -$6.18K -200 -40%
EP
108
Eudaimonia Partners
Tennessee
$10K +$9.27K +300 New
SWM
109
Selective Wealth Management
Virginia
$9K
TFM
110
TFC Financial Management
Massachusetts
$6K
PSB
111
Piscataqua Savings Bank
New Hampshire
$4K +$3.99K +129 New
BBHC
112
Brown Brothers Harriman & Co
New York
$3K
EVM
113
Eaton Vance Management
Massachusetts
$3K +$2.81K +91 New
SIS
114
Sound Income Strategies
Florida
$2.77K
NIC
115
Northwest Investment Counselors
Oregon
$2K +$2.38K +77 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1K
CFFP
117
Center for Financial Planning
Michigan
$1K
Brown Advisory
118
Brown Advisory
Maryland
-$2.54M -86,114 Closed
LCM
119
Landscape Capital Management
New Jersey
-$390K -13,228 Closed
EPA
120
Element Pointe Advisors
Florida
-$228K -7,729 Closed
PWPS
121
Pinnacle Wealth Planning Services
Ohio
-$76K -2,581 Closed
JP Morgan Chase
122
JP Morgan Chase
New York
-$50K -1,695 Closed
BWM
123
Birchcreek Wealth Management
Ohio
-$39K -1,336 Closed
RE
124
RBC Europe
United Kingdom
-$36.8K -1,250 Closed
PFO
125
Pathstone Family Office
New Jersey
-$24K -827 Closed