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TRI-Continental Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$91.4K – – –
CA
127
Clearstead Advisors
Ohio
$86K – – –
B
128
Bayban
Minnesota
$79.5K – – –
HI
129
Harbour Investments
Wisconsin
$76.6K – – –
PA
130
Parallel Advisors
California
$70.2K -$41.1K -1,200 -37%
AIS
131
Advocate Investing Services
Maryland
$57.6K +$823 +24 +1%
BlackRock
132
BlackRock
New York
$53.8K +$53.5K +1,562 New
NB
133
NBT Bank
New York
$51K – – –
AIM
134
Anchor Investment Management
South Carolina
$50.4K – – –
FDW
135
Fourth Dimension Wealth
Ohio
$49.8K +$49.5K +1,445 New
CAM
136
Costello Asset Management
Pennsylvania
$47.3K – – –
SIC
137
Salem Investment Counselors
North Carolina
$45.2K – – –
HPC
138
HM Payson & Co
Maine
$40.9K +$617 +18 +2%
AAG
139
Armstrong Advisory Group
Massachusetts
$40.4K +$480 +14 +1%
UFPG
140
United Financial Planning Group
New York
$35.9K +$35.8K +1,043 New
WSFS
141
Wilmington Savings Fund Society
Delaware
$34.1K – – –
ADL
142
Asset Dedication LLC
California
$32.4K +$9.49K +277 +42%
HDIM
143
Hanson & Doremus Investment Management
Vermont
$32K – – –
CRI
144
Commonwealth Retirement Investments
Virginia
$31K +$30.8K +900 New
CI
145
CX Institutional
Indiana
$21K +$480 +14 +2%
CFO
146
CVA Family Office
Colorado
$16K – – –
HNB
147
Hilltop National Bank
Wyoming
$12.7K – – –
SWM
148
SHP Wealth Management
Massachusetts
$11.4K +$3.77K +110 +50%
BWS
149
Buck Wealth Strategies
Colorado
$10.2K +$10.2K +297 New
AssetMark Inc
150
AssetMark Inc
California
$7.99K -$48.2K -1,407 -86%