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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Strategic Advisors
New York
$239K -$118K -99 -33%
DLCIG
177
D.L. Carlson Investment Group
New Hampshire
$237K
GF
178
Gries Financial
Ohio
$236K
WCM
179
WealthBridge Capital Management
Ohio
$226K +$1.19K +1 +0.5%
OWP
180
Obermeyer Wealth Partners
Colorado
$226K
PTC
181
Private Trust Company
Ohio
$223K
AWA
182
Arete Wealth Advisors
Illinois
$223K
FNBT
183
FineMark National Bank & Trust
Florida
$222K
NFC
184
Northeast Financial Consultants
Connecticut
$219K -$194K -163 -47%
American Century Companies
185
American Century Companies
Missouri
$218K -$58.2K -49 -21%
FAIM
186
Financial Advocates Investment Management
Washington
$217K +$14.2K +12 +7%
HF
187
HRT Financial
New York
$216K +$217K +183 New
NA
188
NewEdge Advisors
Louisiana
$212K -$61.7K -52 -16%
JAG
189
Journey Advisory Group
Kentucky
$207K
BAG
190
Bridgewealth Advisory Group
California
$204K +$204K +172 New
IA
191
IFP Advisors
Florida
$189K -$122K -103 -41%
UIA
192
Ulland Investment Advisors
Minnesota
$187K -$1.76M -1,485 -90%
BBHC
193
Brown Brothers Harriman & Co
New York
$178K
CBC
194
Coombe, Bender & Co
New York
$177K -$28.5K -24 -14%
PFPT
195
Pinnacle Financial Partners (Tennessee)
Tennessee
$154K
ASN
196
Advisory Services Network
Georgia
$154K +$154K +130 New
PIA
197
Powell Investment Advisors
Florida
$136K +$16.6K +14 +14%
SPIA
198
Steward Partners Investment Advisory
New York
$120K -$15.4K -13 -11%
HBT
199
Hills Bank & Trust
Iowa
$107K
IAS
200
IMA Advisory Services
Colorado
$101K