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Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Oxbow Advisors
176
Oxbow Advisors
Texas
US$ 315 mil -US$ 100 mil -85 -24%
VFIA
177
Virtus Fixed Income Advisers
Connecticut
US$ 315 mil – – –
SCS Capital Management
178
SCS Capital Management
Massachusetts
US$ 307 mil – – –
Smith, Moore & Co
179
Smith, Moore & Co
Missouri
US$ 307 mil – – –
Belpointe Asset Management
180
Belpointe Asset Management
Nevada
US$ 304 mil +US$ 5,9 mil +5 +2%
NewEdge Wealth
181
NewEdge Wealth
Pennsylvania
US$ 300 mil -US$ 99,1 mil -84 -24%
PFG Investments
182
PFG Investments
New York
US$ 289 mil – – –
Evanson Financial
183
Evanson Financial
Virginia
US$ 289 mil +US$ 295 mil +250 Nova
WOSD
184
WFA of San Diego
California
US$ 272 mil -US$ 41,3 mil -35 -13%
CCM
185
Crew Capital Management
Ohio
US$ 272 mil – – –
Vestmark Advisory Solutions
186
Vestmark Advisory Solutions
Massachusetts
US$ 271 mil -US$ 99,1 mil -84 -26%
BOM
187
Bank of Marin
California
US$ 270 mil -US$ 24,8 mil -21 -8%
Oberweis Asset Management
188
Oberweis Asset Management
Illinois
US$ 260 mil – – –
FCB
189
First County Bank
Connecticut
US$ 260 mil – – –
Steward Partners Investment Advisory
190
Steward Partners Investment Advisory
New York
US$ 258 mil +US$ 13 mil +11 +5%
IC
191
Inkwell Capital
Florida
US$ 253 mil +US$ 37,8 mil +32 +17%
Private Trust Company
192
Private Trust Company
Ohio
US$ 253 mil – – –
IFG Advisory
193
IFG Advisory
Georgia
US$ 252 mil +US$ 257 mil +218 Nova
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
US$ 248 mil -US$ 4,72 mil -4 -2%
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
US$ 242 mil +US$ 31,9 mil +27 +15%
HB Wealth Management
196
HB Wealth Management
Georgia
US$ 242 mil +US$ 3,54 mil +3 +1%
Sax Wealth Advisors
197
Sax Wealth Advisors
New Jersey
US$ 225 mil -US$ 37,8 mil -32 -14%
Choreo LLC
198
Choreo LLC
Illinois
US$ 225 mil +US$ 1,18 mil +1 +0,5%
GTAM
199
Global Trust Asset Management
Florida
US$ 220 mil – – –
AlphaCore Capital
200
AlphaCore Capital
California
US$ 184 mil +US$ 14,2 mil +12 +8%
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