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Tri-Continental Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Courtney Haddad Concurrent Investment Advisors, LLC | 51,920 | $1.66M | $1.79M | $126,505.03 | 7.6% |
 Angela Kelley HTLF Bank | 217,703 | $6.28M | $7.57M | $1.29M | 20.57% |
 Amir Har-El Savvy Advisors, Inc. | 12,664 | $415,482.73 | $439,694.08 | $24,211.35 | 5.83% |
 Emily Priebe Priebe Wealth Holdings LLC | 7,577 | $218,671.27 | $262,467.28 | $43,796.01 | 20.03% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 55,935 | $1.78M | $1.93M | $143,726.91 | 8.05% |
 Kevyn Hill Hilltop National Bank | 370 | $11,396 | $12,777.95 | $1,381.95 | 12.13% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 40,036 | $1.32M | $1.38M | $58,599.45 | 4.43% |
 Bradley Wilson Crews Bank & Trust | 4,434 | $140,513.35 | $153,327.72 | $12,814.37 | 9.12% |
 MSH Capital Advisors LLC MSH Capital Advisors LLC | 12,719 | $423,763.33 | $442,875.58 | $19,112.25 | 4.51% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,445 | $49,750 | $50,148.72 | $398.72 | 0.8% |
 Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 5,993 | $206,279 | $208,696.64 | $2,417.64 | 1.17% |
 Matthew Jenkins GatePass Capital LLC | 14,756 | $462,562.68 | $514,246.6 | $51,683.92 | 11.17% |
 United Financial Planning Group LLC United Financial Planning Group LLC | 1,043 | $35,909 | $36,317.26 | $408.26 | 1.14% |
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