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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
HR
251
Howe & Rusling
New York
$11.6K
RF
252
Rossby Financial
Florida
$9.26K
AWM
253
Activest Wealth Management
Florida
$8.09K
FM
254
Family Management
New York
$6.93K
GIA
255
GHP Investment Advisors
Colorado
$6.93K
CAIM
256
Catherine Avery Investment Management
Florida
$5.78K
CFFP
257
Center for Financial Planning
Michigan
$5.78K
EWA
258
EverSource Wealth Advisors
Alabama
$5.78K
ACA
259
American Capital Advisory
Idaho
$3.46K
JHCP
260
Jackson Hole Capital Partners
Oklahoma
$3.46K
MWM
261
Mascoma Wealth Management
New Hampshire
$3.46K
LA
262
LM Advisors
California
$3.46K -$269K -221 -5%
NSIM
263
North Star Investment Management
Illinois
$2.31K
RIL
264
Rothschild Investment LLC
Illinois
$2.31K
SWM
265
Spire Wealth Management
Virginia
$2.31K
Lazard Asset Management
266
Lazard Asset Management
New York
$3
New York State Common Retirement Fund
267
New York State Common Retirement Fund
New York
-$7.66M -6,320 Closed
HSBC Holdings
268
HSBC Holdings
United Kingdom
-$4.46M -3,682 Closed
IA
269
Icon Advisers
Colorado
-$2.31M -1,907 Closed
SG
270
StoneX Group
New York
-$1.15M -951 Closed
SA
271
SJBenen ADVISORY
North Carolina
-$264K -468 Closed
TSS
272
Two Sigma Securities
New York
-$476K -393 Closed
B
273
Bailard
California
-$285K -235 Closed
IA
274
IFG Advisory
Georgia
-$264K -218 Closed
OAM
275
Oppenheimer Asset Management
New York
-$211K -174 Closed