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TRI-Continental Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$210K +$106K +3,136 +95%
CEFA
102
Closed-End Fund Advisors
Virginia
$207K +$214K +6,338 New
MSFS
103
Main Street Financial Solutions
Pennsylvania
$205K -$10K -297 -5%
AWS
104
Alliance Wealth Strategies
Virginia
$205K +$212K +6,272 New
MA
105
Mezzasalma Advisors
New Jersey
$204K -$1.46K -43 -0.7%
RIS
106
Retirement Income Solutions
Michigan
$203K +$210K +6,213 New
WAM
107
Wolverine Asset Management
Illinois
$195K -$339K -10,011 -63%
AA
108
Ancora Advisors
Ohio
$193K
QC
109
Quent Capital
New York
$177K +$183K +5,405 New
CTC
110
Central Trust Company
Missouri
$164K +$169K +5,008 New
MCM
111
MAI Capital Management
Ohio
$163K
US Bancorp
112
US Bancorp
Minnesota
$163K -$22.4K -661 -12%
FCAS
113
First Command Advisory Services
Texas
$153K -$93.2K -2,755 -37%
CBT
114
Crews Bank & Trust
Florida
$145K -$138K -4,075 -48%
BLC
115
Brown, Lisle/Cummings
Rhode Island
$137K
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$127K
Citigroup
117
Citigroup
New York
$106K +$6.46K +191 +6%
PA
118
Parallel Advisors
California
$106K
BBHC
119
Brown Brothers Harriman & Co
New York
$99.8K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$99.6K +$5.95K +176 +6%
Bessemer Group
121
Bessemer Group
New Jersey
$91K
GIA
122
GHP Investment Advisors
Colorado
$90.4K
AP
123
Atwood & Palmer
Missouri
$89K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$86.2K +$9.57K +283 +12%
CA
125
Clearstead Advisors
Ohio
$81.7K