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
CCM
151
Crew Capital Management
Ohio
$505K -$5.57K -5 -1%
VFA
152
Valeo Financial Advisors
Indiana
$499K -$129K -116 -0.1%
OIA
153
OneDigital Investment Advisors
Kansas
$491K +$2.23K +2 +0.5%
Ameriprise
154
Ameriprise
Minnesota
$479K -$992K -890 -69%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$471K +$439K +394 New
Creative Planning
156
Creative Planning
Kansas
$469K -$64.6K -58 -13%
AMIM
157
Aull & Monroe Investment Management
Alabama
$422K -$55.7K -50 -12%
EM
158
ELCO Management
New York
$422K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$412K +$89.1K +80 +30%
William Blair & Company
160
William Blair & Company
Illinois
$409K -$12.3K -11 -3%
AC
161
AlphaCore Capital
California
$391K +$150K +135 +70%
HWM
162
Heirloom Wealth Management
Colorado
$378K
CA
163
Cetera Advisors
Colorado
$374K +$32.3K +29 +10%
SMC
164
Smith, Moore & Co
Missouri
$371K -$16.7K -15 -5%
QIM
165
Quest Investment Management
Oregon
$371K
IC
166
IEQ Capital
California
$359K +$334K +300 New
WW
167
Westshore Wealth
California
$348K -$4.46K -4 -1%
EH
168
Equitable Holdings
New York
$340K -$17.8K -16 -5%
NDSI
169
Newman Dignan & Sheerar Inc
Rhode Island
$333K +$2.23K +2 +0.7%
WT
170
Whittier Trust
California
$330K -$45.7K -41 -13%
CAM
171
Cresset Asset Management
Illinois
$323K
Cerity Partners
172
Cerity Partners
New York
$320K +$299K +268 New
BOM
173
Bank of Marin
California
$316K -$89.1K -80 -23%
EAM
174
Evanson Asset Management
California
$299K
FHA
175
First Horizon Advisors
Tennessee
$299K