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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Chilton Capital Management
Texas
$1.16M -$38.1K -31 -3%
LA
102
LexAurum Advisors
Kansas
$1.12M +$27K +22 +2%
CPIG
103
Chicago Partners Investment Group
Illinois
$1.1M +$50.4K +41 +5%
PCM
104
Pennsylvania Capital Management
Pennsylvania
$1.1M +$1.11M +902 New
SG
105
StoneX Group
New York
$1.06M -$39.3K -32 -4%
UCFA
106
United Capital Financial Advisors
Texas
$976K -$7.37K -6 -0.7%
Creative Planning
107
Creative Planning
Kansas
$975K -$161K -131 -14%
GWM
108
Greenwich Wealth Management
Connecticut
$924K -$913K -743 -49%
CCG
109
Coastwise Capital Group
California
$907K +$1.89M +1,538 +7%
LFAS
110
Level Four Advisory Services
Texas
$861K -$7.37K -6 -0.8%
ISL
111
Ingalls & Snyder LLC
New York
$845K
VFA
112
Valeo Financial Advisors
Indiana
$841K +$76.2K +62 +0.1%
SC
113
Searle & Co
Connecticut
$820K +$215K +175 +35%
SC
114
Scotia Capital
Ontario, Canada
$799K +$230K +187 +40%
CF
115
Centaurus Financial
California
$786K -$81.1K -66 -9%
WTC
116
WhitTier Trust Company
Nevada
$780K +$45.5K +37 +6%
BC
117
Bowman & Company
Wisconsin
$764K +$3.69K +3 +0.5%
WOSD
118
WFA of San Diego
California
$733K -$41.8K -34 -5%
WS
119
Wedbush Securities
California
$689K +$697K +567 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$639K +$3.69K +3 +0.6%
IWN
121
Independent Wealth Network
Iowa
$631K +$3.69K +3 +0.6%
UBS AM
122
UBS AM
Illinois
$608K
FIM
123
Fernwood Investment Management
Massachusetts
$598K -$123K -100 -17%
AA
124
Ancora Advisors
Ohio
$587K +$59K +48 +11%
AMIM
125
Aull & Monroe Investment Management
Alabama
$548K