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

Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
151
Northwest Wealth Management
Iowa
$217K
PSC
152
Prentiss Smith & Co
Vermont
$213K -$7.66K -6 -4%
NCM
153
Nelson Capital Management
California
$207K
RVPG
154
Relative Value Partners Group
$200K +$198K +155 New
BBHC
155
Brown Brothers Harriman & Co
New York
$194K
IA
156
IFP Advisors
Florida
$194K +$128K +100 +200%
GT
157
Glenmede Trust
Pennsylvania
$193K +$70.2K +55 +58%
LA
158
Legacy Advisors
Pennsylvania
$192K
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$187K
IAS
160
IMA Advisory Services
Colorado
$161K
AF
161
Advisornet Financial
Minnesota
$159K -$6.38K -5 -4%
CAM
162
Columbia Asset Management
Michigan
$159K +$157K +123 New
PFPT
163
Pinnacle Financial Partners (Tennessee)
Tennessee
$141K +$63.8K +50 +85%
HWM
164
Holloway Wealth Management
Florida
$129K
SFSG
165
Stearns Financial Services Group
North Carolina
$129K +$128K +100 New
ClearBridge Investments
166
ClearBridge Investments
New York
$77K
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71K
AAIM
168
Asset Advisors Investment Management
Georgia
$65K +$63.8K +50 New
RFC
169
Regions Financial Corp
Alabama
$63K -$12.8K -10 -17%
CCM
170
Covington Capital Management
California
$62K
SPIA
171
Steward Partners Investment Advisory
New York
$62K
BAMG
172
Brand Asset Management Group
Missouri
$52K
SMFS
173
Squar Milner Financial Services
California
$39K
WTB
174
Washington Trust Bank
Washington
$32K
CWSR
175
Chessman Wealth Strategies RIA
Texas
$32K +$31.9K +25 New