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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
176
WealthBridge Capital Management
Ohio
$231K
OWP
177
Obermeyer Wealth Partners
Colorado
$230K +$239K +191 New
PTC
178
Private Trust Company
Ohio
$226K +$12.5K +10 +6%
AWA
179
Arete Wealth Advisors
Illinois
$226K +$235K +188 New
FNBT
180
FineMark National Bank & Trust
Florida
$225K
JAG
181
Journey Advisory Group
Kentucky
$211K -$25K -20 -10%
CBC
182
Coombe, Bender & Co
New York
$208K
WAM
183
Wolverine Asset Management
Illinois
$206K -$110K -88 -34%
FAIM
184
Financial Advocates Investment Management
Washington
$205K +$1.25K +1 +0.6%
BBHC
185
Brown Brothers Harriman & Co
New York
$181K
PFPT
186
Pinnacle Financial Partners (Tennessee)
Tennessee
$157K
SPIA
187
Steward Partners Investment Advisory
New York
$137K -$163K -130 -53%
PIA
188
Powell Investment Advisors
Florida
$119K -$30K -24 -19%
HBT
189
Hills Bank & Trust
Iowa
$108K
IAS
190
IMA Advisory Services
Colorado
$102K
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$95K
CCM
192
Covington Capital Management
California
$92K
CIAS
193
Capital Investment Advisory Services
North Carolina
$84K
HNB
194
Huntington National Bank
Ohio
$79K
Franklin Resources
195
Franklin Resources
California
$76K
SWM
196
Selective Wealth Management
Virginia
$60K
TFS
197
TrustCore Financial Services
Tennessee
$54K
LCM
198
Logan Capital Management
Pennsylvania
$53K
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$48K -$105K -84 -68%
LWP
200
Laurel Wealth Planning
Minnesota
$48K