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
American Century Companies
176
American Century Companies
Missouri
$237K +$237K +159 New
RVPG
177
Relative Value Partners Group
$231K +$231K +155 New
PP
178
Palladium Partners
Virginia
$224K +$224K +150 New
SWM
179
Stockman Wealth Management
Montana
$218K +$218K +146 New
BCM
180
BTR Capital Management
California
$216K +$216K +145 New
RWP
181
RWA Wealth Partners
Massachusetts
$213K +$213K +143 New
PFPT
182
Pinnacle Financial Partners (Tennessee)
Tennessee
$194K +$194K +130 New
PIA
183
Powell Investment Advisors
Florida
$149K +$149K +100 New
IAS
184
IMA Advisory Services
Colorado
$127K +$127K +85 New
Franklin Resources
185
Franklin Resources
California
$119K +$119K +80 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$118K +$118K +79 New
SAM
187
S.A. Mason
Michigan
$112K
CIAS
188
Capital Investment Advisory Services
North Carolina
$104K +$104K +70 New
HNB
189
Huntington National Bank
Ohio
$98K -$22.4K -15 -19%
APA
190
American Portfolios Advisors
New York
$85K +$85K +57 New
SWM
191
Selective Wealth Management
Virginia
$75K +$74.6K +50 New
TCM
192
Tradewinds Capital Management
Washington
$67K +$67.1K +45 New
GWSG
193
GPS Wealth Strategies Group
Colorado
$57K +$56.7K +38 New
AF
194
Allworth Financial
California
$55K +$55.2K +37 New
FF
195
FourThought Financial
Florida
$55K +$55.2K +37 New
CCM
196
Covington Capital Management
California
$52K +$52.2K +35 New
BFG
197
Baron Financial Group
New Jersey
$44.7K
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$38K +$38.8K +26 New
GFPC
199
Global Financial Private Client
Florida
$37.3K +$37.3K +25 New
AFG
200
Albion Financial Group
Utah
$37K +$37.3K +25 New