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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
Marathon Capital Management
Maryland
$1.25M -$16K -13 -1%
SCM
102
Schnieders Capital Management
California
$1.25M
William Blair & Company
103
William Blair & Company
Illinois
$1.19M +$246K +200 +25%
PCMN
104
Paradigm Capital Management (Nevada)
Nevada
$1.16M
BIMC
105
Benson Investment Management Company
Virginia
$1.16M
SG
106
StoneX Group
New York
$1.15M +$4.93K +4 +0.4%
US Bancorp
107
US Bancorp
Minnesota
$1.1M -$6.16K -5 -0.5%
SWM
108
Shrier Wealth Management
California
$1.09M +$1.1M +896 New
RWM
109
Ritholtz Wealth Management
New York
$1.08M
KLWA
110
Kelly Lawrence W & Associates
California
$1.08M
CPW
111
Cove Private Wealth
New York
$1.07M
EPW
112
Evolve Private Wealth
California
$1.07M +$1.08M +879 New
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$1.02M
MWP
114
Momentum Wealth Planning
Florida
$1.02M +$24.6K +20 +2%
IRM
115
Income Research & Management
Massachusetts
$974K +$548K +445 +124%
MIA
116
MeadowBrook Investment Advisors
Michigan
$953K -$23.4K -19 -2%
FFA
117
First Foundation Advisors
California
$937K -$206K -167 -18%
HPWM
118
High Point Wealth Management
New Jersey
$933K +$949K +770 New
JP Morgan Chase
119
JP Morgan Chase
New York
$904K -$48.1K -39 -5%
FCMC
120
Founders Capital Management (Connecticut)
Connecticut
$898K -$57.9K -47 -6%
SAM
121
Seelaus Asset Management
New Jersey
$886K -$12.3K -10 -1%
IAIM
122
International Assets Investment Management
Florida
$877K +$892K +724 New
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$877K +$72.7K +59 +9%
CFS
124
Coordinated Financial Services
Colorado
$860K +$67.8K +55 +8%
AF
125
Apollon Financial
South Carolina
$820K -$238K -193 -22%