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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
SS
176
Simplicity Solutions
Minnesota
$230K
GF
177
Gries Financial
Ohio
$229K
PTC
178
Private Trust Company
Ohio
$221K -$1.15K -1 -0.5%
HWM
179
HB Wealth Management
Georgia
$219K +$219K +190 New
FNBT
180
FineMark National Bank & Trust
Florida
$215K
MBT
181
Montecito Bank & Trust
California
$213K
NFC
182
Northeast Financial Consultants
Connecticut
$213K
WCM
183
WealthBridge Capital Management
Ohio
$204K -$16.2K -14 -7%
JAG
184
Journey Advisory Group
Kentucky
$202K
BBHC
185
Brown Brothers Harriman & Co
New York
$173K
IA
186
IFP Advisors
Florida
$173K
CBC
187
Coombe, Bender & Co
New York
$168K -$15K -13 -8%
PFPT
188
Pinnacle Financial Partners (Tennessee)
Tennessee
$150K
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K
SPIA
190
Steward Partners Investment Advisory
New York
$119K
PIA
191
Powell Investment Advisors
Florida
$116K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$107K +$1.15K +1 +1%
HBT
193
Hills Bank & Trust
Iowa
$104K
WP
194
WealthPLAN Partners
Nebraska
$100K
IAS
195
IMA Advisory Services
Colorado
$97.9K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$93.3K -$57.7K -50 -38%
CIAS
197
Capital Investment Advisory Services
North Carolina
$80.6K
HNB
198
Huntington National Bank
Ohio
$78.3K
Franklin Resources
199
Franklin Resources
California
$72.6K
PA
200
Parallel Advisors
California
$64.5K +$47.3K +41 +273%