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Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
226
Union Savings Bank
Connecticut
$39K – – –
NS
227
NBC Securities
Alabama
$39K -$23.9K -20 -38%
AFG
228
Albion Financial Group
Utah
$30.5K – – –
GFPC
229
Global Financial Private Client
Florida
$30.3K – – –
ME
230
McIlrath & Eck
Washington
$27.7K +$1.2K +1 +5%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$24K – – –
MCM
232
Manchester Capital Management
Vermont
$18.3K – – –
GA
233
GoalVest Advisory
New York
$18.3K – – –
EWA
234
EverSource Wealth Advisors
Alabama
$16K – – –
SWM
235
Spire Wealth Management
Virginia
$15.9K – – –
FSWA
236
Financial Synergies Wealth Advisors
Texas
$15.9K +$15.6K +13 New
PCMC
237
Planning Capital Management Corporation
Pennsylvania
$12.2K -$21.5K -18 -64%
HR
238
Howe & Rusling
New York
$12.2K – – –
PA
239
Parallel Advisors
California
$12.2K – – –
FFO
240
Fortitude Family Office
Arizona
$12.2K +$12K +10 New
GT
241
Glenmede Trust
Pennsylvania
$12.2K – – –
FWP
242
FAS Wealth Partners
Kansas
$11K – – –
AWM
243
Activest Wealth Management
Florida
$8.54K – – –
AWM
244
Avior Wealth Management
Nebraska
$8.54K +$8.38K +7 New
GIA
245
GHP Investment Advisors
Colorado
$7.32K – – –
CFFP
246
Center for Financial Planning
Michigan
$6.1K +$5.99K +5 New
MG
247
Mather Group
Illinois
$5.98K +$5.99K +5 New
HC
248
Hoese & Co
Minnesota
$5.9K – – –
ADL
249
Asset Dedication LLC
California
$4K – – –
JHCP
250
Jackson Hole Capital Partners
Oklahoma
$3.66K – – –
7 8 9
10
11