We are live on ! Find out more
WFC.PRL icon

Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIM
126
Marathon Trading Investment Management
Pennsylvania
$662K +$662K +444 New
SA
127
Strategic Advisors
New York
$658K +$658K +441 New
BOM
128
Bank of Marin
California
$626K +$626K +420 New
EM
129
ELCO Management
New York
$619K +$619K +415 New
GL
130
Graypoint LLC
New York
$613K +$613K +411 New
PWP
131
Principle Wealth Partners
Connecticut
$605K +$606K +406 New
OIA
132
OneDigital Investment Advisors
Kansas
$583K +$583K +391 New
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$581K +$582K +390 New
WT
134
Whittier Trust
California
$543K +$543K +364 New
FCBT
135
First Citizens Bank & Trust
North Carolina
$537K +$537K +360 New
GMA
136
Glassy Mountain Advisors
Maryland
$537K +$537K +360 New
M&T Bank
137
M&T Bank
New York
$536K +$536K +359 New
HA
138
Hamel Associates
New Jersey
$532K +$533K +357 New
NFC
139
Northeast Financial Consultants
Connecticut
$519K +$519K +348 New
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$513K +$513K +344 New
HighTower Advisors
141
HighTower Advisors
Illinois
$507K +$507K +340 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$504K +$504K +338 New
QIM
143
Quest Investment Management
Oregon
$478K – – –
CAN
144
Cetera Advisor Networks
California
$476K +$476K +319 New
MFW
145
Meristem Family Wealth
Minnesota
$475K +$476K +319 New
NCM
146
Novare Capital Management
North Carolina
$470K +$470K +315 New
William Blair & Company
147
William Blair & Company
Illinois
$464K +$464K +311 New
Creative Planning
148
Creative Planning
Kansas
$460K +$459K +308 New
NSIM
149
North Star Investment Management
Illinois
$450K +$450K +302 New
WFMPM
150
Woodley Farra Manion Portfolio Management
Indiana
$402K +$403K +270 New
4 5
6
7 8