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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$43K -$43.1K -35 -49%
CTA
227
Colonial Trust Advisors
South Carolina
$39.4K
USB
228
Union Savings Bank
Connecticut
$38.2K
SAM
229
Synergy Asset Management
Washington
$33.3K +$32K +26 New
AFG
230
Albion Financial Group
Utah
$29.9K
GFPC
231
Global Financial Private Client
Florida
$29.9K
GBT
232
Grove Bank & Trust
Florida
$29.9K
WWA
233
Wingate Wealth Advisors
Massachusetts
$29.9K +$30.8K +25 New
ME
234
McIlrath & Eck
Washington
$28.4K +$1.23K +1 +4%
GWM
235
Geneos Wealth Management
Colorado
$23.9K -$3.69K -3 -13%
CIAS
236
Capital Investment Advisory Services
North Carolina
$23.9K
FFO
237
Fortitude Family Office
Arizona
$23.9K
GA
238
GoalVest Advisory
New York
$17.9K
AWM
239
AE Wealth Management
Kansas
$17.9K +$18.5K +15 New
SWM
240
Spire Wealth Management
Virginia
$15.5K
CPG
241
Cornerstone Planning Group
New Jersey
$12.3K
HR
242
Howe & Rusling
New York
$11.9K
GT
243
Glenmede Trust
Pennsylvania
$11.9K
PA
244
Parallel Advisors
California
$11.9K
FWP
245
FAS Wealth Partners
Kansas
$10.7K
AWM
246
Activest Wealth Management
Florida
$8.36K
GIA
247
GHP Investment Advisors
Colorado
$7.17K
VWA
248
Valued Wealth Advisors
Utah
$7.17K +$7.38K +6 New
EWA
249
EverSource Wealth Advisors
Alabama
$5.97K -$2.46K -2 -29%
CFFP
250
Center for Financial Planning
Michigan
$5.97K