TRI-CONTINENTAL Corp - TY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | History | No change | 689,725 | 23,740 | 0.61% | 0.61% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 671,046 | 23,097 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 543,357 | 18,702 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 445,614 | 15,338 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 429,902 | 14,797 | 1.84% | 1.84% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 249,337 | 8,582 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 226,335 | 7,790 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 187,432 | 6,451 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 163,808 | 5,638 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uncommon Cents Investing LLC | History | No change | 159,026 | 5,473 | 1.19% | 1.19% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 156,550 | 5,388 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Advisory, LLC | History | No change | 155,211 | 5,342 | 0.44% | 0.44% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 147,471 | 5,075 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 127,904 | 4,402 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 111,679 | 3,844 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 103,544 | 3,564 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 91,759 | 3,158 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 90,360 | 3,110 | 1.93% | 1.93% | 18 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Altium Capital Management LLC | History | No change | 86,458 | 2,975 | 6.27% | 6.27% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 83,694 | 2,880 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 80,682 | 2,864 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 75,513 | 2,599 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 75,065 | 2,583 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Platform Technology Partners | History | No change | 68,034 | 2,341 | 0.38% | 0.38% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 66,669 | 2,294 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stolper Co | History | No change | 65,324 | 2,248 | 0.58% | 0.58% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RB Capital Management, LLC | History | No change | 61,076 | 2,102 | 0.41% | 0.41% | 27 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 57,423 | 1,976 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 55,935 | 1,925 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 51,920 | 1,787 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 50,968 | 1,755 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 47,553 | 1,636 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 43,989 | 1,514 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 41,186 | 1,417 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beckerman Institutional, LLC | History | No change | 40,036 | 1,378 | 0.66% | 0.66% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 38,960 | 1,341 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 32,677 | 1,124 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 31,386 | 1,080 | 0.23% | 0.23% | 38 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 29,946 | 1,030 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 29,889 | 1,029 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 29,663 | 1,020 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 29,426 | 1,012 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Altus Wealth Group LLC | History | No change | 29,314 | 1,008 | 0.36% | 0.36% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | No change | 26,383 | 908 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 25,598 | 881 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 24,609 | 847 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 24,416 | 840 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlas Wealth LLC | History | No change | 22,782 | 784 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 20,465 | 704 | 0.29% | 0.29% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | No change | 19,882 | 684 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | No change | 18,857 | 649 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,105 | 623 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 18,125 | 623 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | History | No change | 17,846 | 614 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 17,810 | 613 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 17,696 | 609 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 16,592 | 571 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First PREMIER Bank | History | No change | 16,574 | 570 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,910 | 556 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 15,973 | 549 | 0.27% | 0.27% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Successful Portfolios LLC | History | No change | 15,389 | 546 | 0.25% | 0.25% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,551 | 535 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GatePass Capital, LLC | History | No change | 14,756 | 507 | 0.19% | 0.19% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Waverly Advisors, LLC | History | No change | 14,153 | 487 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 13,688 | 471 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | History | No change | 13,091 | 450 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,748 | 438 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MSH Capital Advisors LLC | History | No change | 12,719 | 437 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 12,664 | 435 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 12,611 | 434 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 12,466 | 429 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 12,165 | 418 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 11,309 | 389 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 11,272 | 387 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 11,138 | 383 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,068 | 380 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 11,006 | 378 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,847 | 373 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 10,447 | 359 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 10,425 | 358 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 10,326 | 355 | 0.21% | 0.21% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,278 | 353 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 10,199 | 351 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 10,144 | 349 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,051 | 345 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Engineers Gate Manager LP | History | No change | 9,876 | 339 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 9,755 | 335 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,648 | 332 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 9,266 | 318 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| R2 Capital Strategies, LLC | History | No change | 9,067 | 312 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 9,319 | 311 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,673 | 298 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 8,616 | 296 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 8,392 | 288 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 8,300 | 285 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Unify Financial Advisors | History | No change | 8,044 | 276 | 0.25% | 0.25% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,969 | 274 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 7,767 | 267 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 7,440 | 258 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Independent Family Office, LLC | History | No change | 6,987 | 240 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Worth Asset Management, LLC | History | New | 6,703 | 230 | 0.07% | — | 101 | +6,703 | New | Q3 2026 | Oct 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,630 | 228 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 6,444 | 221 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 6,400 | 220 | 0.12% | 0.12% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,400 | 220 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,345 | 218 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,286 | 216 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 6,272 | 215 | 0.17% | 0.17% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Choate Investment Advisors | History | No change | 6,018 | 207 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 6,000 | 206 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 5,993 | 206 | 0.13% | 0.13% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 5,963 | 205 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 5,838 | 200 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 5,488 | 188 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 5,150 | 177 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BESSEMER GROUP INC | History | No change | 5,073 | 175 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Command Advisory Services, Inc. | History | No change | 4,766 | 164 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,538 | 156 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crews Bank & Trust | History | No change | 4,434 | 152 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ancora Advisors LLC | History | No change | 3,900 | 134 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 3,295 | 113 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTRAL TRUST Co | History | No change | 3,098 | 106 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,094 | 106 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,057 | 105 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,767 | 95 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,726 | 93 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,639 | 91 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,500 | 86 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BAYBAN | History | No change | 2,310 | 79 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,225 | 76 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 2,040 | 70 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advocate Investing Services LLC | History | No change | 1,673 | 57 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 1,562 | 53 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NBT BANK, N.A. | History | No change | 1,481 | 50 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,465 | 50 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,445 | 49 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Costello Asset Management, INC | History | No change | 1,375 | 47 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,314 | 45 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HM PAYSON & CO | History | No change | 1,202 | 40 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,173 | 40 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| United Financial Planning Group LLC | History | No change | 1,043 | 35 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 992 | 34 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hanson & Doremus Investment Management | History | No change | 929 | 32 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Dedication, LLC | History | No change | 941 | 32 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 900 | 30 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CX Institutional | History | Added to | 796 | 27 | 0.0% | 0.0% | 146 | +180 | 29.22% | Q3 2026 | Oct 02, 2026 |
| CVA Family Office, LLC | History | No change | 464 | 15 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilltop National Bank | History | No change | 370 | 12 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| SHP Wealth Management | History | No change | 331 | 11 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 297 | 10 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 232 | 7 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Pacific Financial | History | No change | 218 | 7 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 231 | 7 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 200 | 6 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 180 | 6 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stone House Investment Management, LLC | History | No change | 151 | 5 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 139 | 4 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 134 | 4 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Center for Financial Planning, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |