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Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$6K – – –
HC
227
Hoese & Co
Minnesota
$6K – – –
CWP
228
Concord Wealth Partners
Virginia
$6K +$6.14K +5 New
CCM
229
Cribstone Capital Management
Maine
$5K – – –
AWA
230
Artemis Wealth Advisors
New York
$3.13K +$5.53M +4,497 New
GEA
231
Glen Eagle Advisors
New Jersey
$2.43K – – –
BW
232
Bison Wealth
Georgia
$2K – – –
NSIM
233
North Star Investment Management
Illinois
$2K – – –
PSC
234
Piper Sandler & Co
Minnesota
$1K +$1.23K +1 New
OCM
235
Oaktree Capital Management
California
– -$7.36M -5,557 Closed
FMI
236
F/M Investments
District of Columbia
– -$2.27M -1,717 Closed
LWM
237
Laidlaw Wealth Management
New York
– -$410K -310 Closed
MCC
238
Money Concepts Capital
Florida
– -$391K -295 Closed
GF
239
Gries Financial
Ohio
– -$264K -199 Closed
QPW
240
Quantum Private Wealth
Florida
– -$246K -186 Closed
NCM
241
Nelson Capital Management
California
– -$212K -160 Closed
WPC
242
Wedmont Private Capital
Pennsylvania
– -$210K -158 Closed
RVPG
243
Relative Value Partners Group
– -$205K -155 Closed
TCM
244
Tradewinds Capital Management
Washington
– -$60K -45 Closed
AAP
245
Arax Advisory Partners
Colorado
– -$13K -10 Closed
MA
246
MUFG Americas
New York
– -$7K -5 Closed
SC
247
SouthState Corp
Florida
– -$5K -4 Closed
ADL
248
Asset Dedication LLC
California
– -$4K -3 Closed
6 7 8 9
10