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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Activest Wealth Management
Florida
$8.48K
FM
252
Family Management
New York
$7.27K -$4.93K -4 -40%
GIA
253
GHP Investment Advisors
Colorado
$7.27K
CAIM
254
Catherine Avery Investment Management
Florida
$6.06K
CFFP
255
Center for Financial Planning
Michigan
$6.06K
EWA
256
EverSource Wealth Advisors
Alabama
$6.06K
FFL
257
Financial Freedom LLC
Ohio
$6.06K
ACA
258
American Capital Advisory
Idaho
$3.64K
ADL
259
Asset Dedication LLC
California
$3.64K
JHCP
260
Jackson Hole Capital Partners
Oklahoma
$3.64K
MWM
261
Mascoma Wealth Management
New Hampshire
$3.64K
LA
262
LM Advisors
California
$3.48K +$933K +757 +22%
NSIM
263
North Star Investment Management
Illinois
$2.42K
RIL
264
Rothschild Investment LLC
Illinois
$2.42K
SWM
265
Spire Wealth Management
Virginia
$2.42K
CA
266
CoreCap Advisors
Michigan
$2.42K +$2.46K +2 New
GRP
267
Global Retirement Partners
California
$2.42K +$2.46K +2 New
Lazard Asset Management
268
Lazard Asset Management
New York
$2
Kovitz Investment Group Partners
269
Kovitz Investment Group Partners
Illinois
-$2.55M -2,070 Closed
SC
270
Searle & Co
Connecticut
-$707K -573 Closed
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
-$425K -344 Closed
EM
272
ELCO Management
New York
-$368K -298 Closed
SW
273
Simplicity Wealth
New Jersey
-$247K -200 Closed
BAG
274
Bridgewealth Advisory Group
California
-$228K -185 Closed
GSC
275
Ground Swell Capital
South Carolina
-$227K -184 Closed