Filing Research | TRI CONTL CORP Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	Uncommon Cents Investing LLC	Shares	159.0KSH	$5.5M
2	Hennion & Walsh Asset Management, Inc.	Shares	156.6KSH	$5.4M
3	1620 INVESTMENT ADVISORS, INC.	Shares	90.4KSH	$3.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	80.7KSH	$2.9M
5	Platform Technology Partners	Shares	68.0KSH	$2.3M
6	D.A. DAVIDSON & CO.	Shares	66.7KSH	$2.3M
7	Whitener Capital Management, Inc.	Shares	31.4KSH	$1.1M
8	ALBION FINANCIAL GROUP /UT	Shares	29.9KSH	$1.0M
9	Altus Wealth Group LLC	Shares	29.3KSH	$1.0M
10	KIRR MARBACH & CO LLC /IN/	Shares	19.9KSH	$684.3K
11	JOHNSON INVESTMENT COUNSEL INC	Shares	16.6KSH	$571.1K
12	Successful Portfolios LLC	Shares	15.4KSH	$546.3K
13	CORA CAPITAL ADVISORS LLC	Shares	12.2KSH	$418.7K
14	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	11.0KSH	$378.9K
15	UHLMANN PRICE SECURITIES, LLC	Shares	10.4KSH	$358.8K
16	American Institute for Advanced Investment Management, LLP	Shares	10.3KSH	$355.4K
17	MERIDIAN INVESTMENT COUNSEL INC.	Shares	9.8KSH	$335.8K
18	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	9.3KSH	$318.9K
19	R2 Capital Strategies, LLC	Shares	9.1KSH	$312.1K
20	Unify Financial Advisors	Shares	8.0KSH	$276.9K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	7.4KSH	$258.9K
22	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	Shares	6.3KSH	$215.9K
23	Crews Bank & Trust	Shares	4.4KSH	$152.6K
24	GHP Investment Advisors, Inc.	Shares	2.8KSH	$95.2K
25	ATWOOD & PALMER INC	Shares	2.7KSH	$93.8K
26	SALEM INVESTMENT COUNSELORS INC	Shares	1.3KSH	$45.2K
27	HM PAYSON & CO	Shares	1.2KSH	$40.9K
28	ARMSTRONG ADVISORY GROUP, INC	Shares	1.2KSH	$40.4K
29	Hilltop National Bank	Shares	370SH	$12.7K
30	SJS Investment Consulting Inc.	Shares	231SH	$8.0K
31	First Pacific Financial	Shares	218SH	$7.5K
32	IFP Advisors, Inc	Shares	180SH	$6.2K
33	Strategic Investment Solutions, Inc. /IL	Shares	134SH	$4.6K
34	Stolper Co	Shares	65.3KSH	$2.2K
35	Center for Financial Planning, Inc.	Shares	25SH	$861
36	First PREMIER Bank	Shares	16.6KSH	$570
37	CX Institutional	Shares	616SH	$21

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+11.8K	+$815.1K	$5.4M
2	Uncommon Cents Investing LLC trimmed	Shares	-645	+$429.7K	$5.5M
3	Platform Technology Partners added	Shares	+1.0K	+$225.3K	$2.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.9K	+$224.2K	$2.9M
5	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies new	Shares	+6.3K	+$215.9K	$215.9K
6	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-2.3K	+$183.4K	$3.1M
7	UHLMANN PRICE SECURITIES, LLC added	Shares	+5.0K	+$98.3K	$358.8K
8	Successful Portfolios LLC added	Shares	+184	+$73.7K	$546.3K
9	Altus Wealth Group LLC trimmed	Shares	-300	+$73.5K	$1.0M
10	ALBION FINANCIAL GROUP /UT trimmed	Shares	-550	+$67.4K	$1.0M
11	KIRR MARBACH & CO LLC /IN/ unchanged	Shares	0	+$56.3K	$684.3K
12	CORA CAPITAL ADVISORS LLC added	Shares	+184	+$40.2K	$418.7K
13	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-333	+$36.4K	$571.1K
14	American Institute for Advanced Investment Management, LLP added	Shares	+156	+$34.1K	$355.4K
15	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$31.1K	$378.9K
16	MERIDIAN INVESTMENT COUNSEL INC. unchanged	Shares	0	+$27.6K	$335.8K
17	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$26.2K	$318.9K
18	Unify Financial Advisors trimmed	Shares	-85	+$20.1K	$276.9K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-92	+$18.1K	$258.9K
20	Crews Bank & Trust unchanged	Shares	0	+$12.5K	$152.6K
21	Whitener Capital Management, Inc. trimmed	Shares	-2.4K	+$11.9K	$1.1M
22	GHP Investment Advisors, Inc. unchanged	Shares	0	+$7.8K	$95.2K
23	ATWOOD & PALMER INC unchanged	Shares	0	+$7.7K	$93.8K
24	ARMSTRONG ADVISORY GROUP, INC added	Shares	+14	+$3.8K	$40.4K
25	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$3.7K	$45.2K
26	Stolper Co added	Shares	+46.9K	+$1.4K	$2.2K
27	Hilltop National Bank unchanged	Shares	0	+$1.0K	$12.7K
28	SJS Investment Consulting Inc. unchanged	Shares	0	+$654	$8.0K
29	HM PAYSON & CO added	Shares	+18	+$624	$40.9K
30	IFP Advisors, Inc unchanged	Shares	0	+$510	$6.2K
31	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$379	$4.6K
32	First Pacific Financial trimmed	Shares	-12	+$238	$7.5K
33	Center for Financial Planning, Inc. unchanged	Shares	0	+$71	$861
34	First PREMIER Bank unchanged	Shares	0	+$46	$570
35	CX Institutional added	Shares	+14	+$2	$21
36	DELTA CAPITAL MANAGEMENT LLC exited	Shares	-13.3K	-$421	$0
37	Sound Income Strategies, LLC exited	Shares	-145	-$4.6K	$0
38	Blue Trust, Inc. exited	Shares	-368	-$11.6K	$0
39	D.A. DAVIDSON & CO. trimmed	Shares	-6.4K	-$14.7K	$2.3M
40	Shaker Financial Services, LLC exited	Shares	-93.7K	-$3.0M	$0