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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
126
WFA of San Diego
California
$714K -$12.5K -10 -2%
Citadel Advisors
127
Citadel Advisors
Florida
$695K +$344K +275 +87%
IWN
128
Independent Wealth Network
Iowa
$625K
FHB
129
First Hawaiian Bank
Hawaii
$619K +$285K +228 +80%
UBS AM
130
UBS AM
Illinois
$602K
FIM
131
Fernwood Investment Management
Massachusetts
$592K
AA
132
Ancora Advisors
Ohio
$582K
AMIM
133
Aull & Monroe Investment Management
Alabama
$543K
MTIM
134
Marathon Trading Investment Management
Pennsylvania
$535K
HIP
135
HUB Investment Partners
Texas
$530K +$1.25K +1 +0.2%
CCM
136
Crew Capital Management
Ohio
$526K -$6.26K -5 -1%
GL
137
Graypoint LLC
New York
$510K +$37.5K +30 +8%
William Blair & Company
138
William Blair & Company
Illinois
$507K +$150K +120 +40%
OIA
139
OneDigital Investment Advisors
Kansas
$497K
BOM
140
Bank of Marin
California
$494K -$12.5K -10 -2%
NW
141
NewEdge Wealth
Pennsylvania
$482K +$95.1K +76 +23%
VAS
142
Vestmark Advisory Solutions
Massachusetts
$482K +$191K +153 +62%
DADC
143
D.A. Davidson & Co
Montana
$465K -$70.1K -56 -13%
Nuveen
144
Nuveen
North Carolina
$456K
CAM
145
Cresset Asset Management
Illinois
$436K +$12.5K +10 +3%
ECG
146
Edge Capital Group
Georgia
$435K -$10.5M -8,426 -96%
Brown Advisory
147
Brown Advisory
Maryland
$433K
WT
148
Whittier Trust
California
$427K
EM
149
ELCO Management
New York
$421K -$12.5K -10 -3%
NFC
150
Northeast Financial Consultants
Connecticut
$419K