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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
151
D.L. Carlson Investment Group
New Hampshire
$255K
EAM
152
Evanson Asset Management
California
$255K
HCA
153
Harbour Capital Advisors
Virginia
$255K
RMDI
154
R.M. Davis Inc
Maine
$255K
AIC
155
Ameritas Investment Company
Nebraska
$242K
FNBT
156
FineMark National Bank & Trust
Florida
$238K
CFN
157
Cordasco Financial Network
Florida
$236K
GT
158
Glenmede Trust
Pennsylvania
$231K
MAFM
159
Mid Atlantic Financial Management
Pennsylvania
$223K
FAIM
160
Financial Advocates Investment Management
Washington
$217K
WCM
161
WealthBridge Capital Management
Ohio
$215K +$244K +169 New
AC
162
AlphaCore Capital
California
$214K +$242K +168 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$211K
PSC
164
Prentiss Smith & Co
Vermont
$210K
SPC
165
Sigma Planning Corp
Michigan
$206K +$234K +162 New
NCM
166
Nelson Capital Management
California
$204K
BBHC
167
Brown Brothers Harriman & Co
New York
$191K
IA
168
IFP Advisors
Florida
$190K
SPIA
169
Steward Partners Investment Advisory
New York
$188K -$21.6K -15 -9%
IAS
170
IMA Advisory Services
Colorado
$159K
PFPT
171
Pinnacle Financial Partners (Tennessee)
Tennessee
$131K -$173K -120 -54%
HWM
172
Holloway Wealth Management
Florida
$127K
SFS
173
Sowell Financial Services
Arkansas
$124K
GSWM
174
Golden State Wealth Management
California
$116K +$131K +91 New
BAM
175
Belpointe Asset Management
Nevada
$102K