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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
126
Pennsylvania Capital Management
Pennsylvania
$796K
ICM
127
Islay Capital Management
Texas
$784K
VAS
128
Vestmark Advisory Solutions
Massachusetts
$773K -$27.9K -23 -4%
CCM
129
Chilton Capital Management
Texas
$766K -$25.5K -21 -3%
UIA
130
Ulland Investment Advisors
Minnesota
$746K -$8.02M -6,608 -92%
P
131
&Partners
Tennessee
$741K -$21.8K -18 -3%
IC
132
IEQ Capital
California
$712K
BC
133
Bowman & Company
Wisconsin
$710K -$41.3K -34 -6%
SC
134
Searle & Co
Connecticut
$707K -$77.7K -64 -10%
WS
135
Wedbush Securities
California
$701K +$12.1K +10 +2%
SWA
136
Stratos Wealth Advisors
Ohio
$700K +$221K +182 +47%
WTC
137
WhitTier Trust Company
Nevada
$679K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$674K -$2.43K -2 -0.4%
IWN
139
Independent Wealth Network
Iowa
$650K +$9.71K +8 +2%
PFA
140
Pathway Financial Advisers
Indiana
$630K -$4.85K -4 -0.8%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$601K -$201K -166 -25%
BPC
142
Bearing Point Capital
Minnesota
$574K
ISL
143
Ingalls & Snyder LLC
New York
$567K -$20.6K -17 -4%
SC
144
Scotia Capital
Ontario, Canada
$559K -$187K -154 -25%
MTIM
145
Marathon Trading Investment Management
Pennsylvania
$548K
HF
146
HRT Financial
New York
$543K +$125K +103 +31%
PHS
147
Pekin Hardy Strauss
Illinois
$517K -$24.3K -20 -5%
Creative Planning
148
Creative Planning
Kansas
$510K +$30.3K +25 +6%
OIA
149
OneDigital Investment Advisors
Kansas
$509K
FMI
150
F/M Investments
District of Columbia
$496K -$19.4K -16 -4%