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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
151
WFA of San Diego
California
$436K +$431K +367 New
William Blair & Company
152
William Blair & Company
Illinois
$419K +$11.8K +10 +3%
VFA
153
Valeo Financial Advisors
Indiana
$405K -$146K -124 -0.2%
HF
154
HRT Financial
New York
$400K +$396K +337 New
MW
155
Marcum Wealth
Ohio
$388K +$383K +326 New
IAA
156
Independent Advisor Alliance
North Carolina
$381K
Brown Advisory
157
Brown Advisory
Maryland
$375K +$35.3K +30 +11%
QIM
158
Quest Investment Management
Oregon
$369K
AMIM
159
Aull & Monroe Investment Management
Alabama
$360K -$35.3K -30 -9%
BSG
160
Black Swift Group
Colorado
$357K +$353K +300 New
SMC
161
Smith, Moore & Co
Missouri
$351K -$17.6K -15 -5%
WW
162
Westshore Wealth
California
$346K
NDSI
163
Newman Dignan & Sheerar Inc
Rhode Island
$337K +$2.35K +2 +0.7%
LFAS
164
Level Four Advisory Services
Texas
$332K -$351K -299 -52%
SWA
165
Stratos Wealth Advisors
Ohio
$328K +$323K +275 New
PI
166
PFG Investments
New York
$327K
CL
167
Choreo LLC
Illinois
$326K +$324K +276 New
WT
168
Whittier Trust
California
$326K -$2.35K -2 -0.7%
Cerity Partners
169
Cerity Partners
New York
$324K -$30.6K -26 -9%
CAM
170
Cresset Asset Management
Illinois
$321K
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$320K -$12.9K -11 -4%
EM
172
ELCO Management
New York
$313K -$76.4K -65 -20%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$310K -$210K -179 -41%
BOM
174
Bank of Marin
California
$309K -$4.7K -4 -2%
AC
175
AlphaCore Capital
California
$301K -$38.8K -33 -12%