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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
GF
176
Gries Financial
Ohio
$222K
AC
177
AlphaCore Capital
California
$214K -$20.8K -18 -9%
OWP
178
Obermeyer Wealth Partners
Colorado
$213K +$221K +191 New
HWM
179
HB Wealth Management
Georgia
$212K
FNBT
180
FineMark National Bank & Trust
Florida
$211K +$2.31K +2 +1%
NFC
181
Northeast Financial Consultants
Connecticut
$206K
MBT
182
Montecito Bank & Trust
California
$206K
PTC
183
Private Trust Company
Ohio
$205K -$9.24K -8 -4%
WCM
184
WealthBridge Capital Management
Ohio
$204K +$6.93K +6 +3%
RTC
185
Riverview Trust Company
Washington
$186K +$193K +167 New
BBHC
186
Brown Brothers Harriman & Co
New York
$167K
IA
187
IFP Advisors
Florida
$167K
PFPT
188
Pinnacle Financial Partners (Tennessee)
Tennessee
$145K
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K
SPIA
190
Steward Partners Investment Advisory
New York
$115K
PIA
191
Powell Investment Advisors
Florida
$112K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$103K -$1.16K -1 -1%
HBT
193
Hills Bank & Trust
Iowa
$100K
IAS
194
IMA Advisory Services
Colorado
$94.8K
IAIM
195
International Assets Investment Management
Florida
$93.1K +$59M +51,040 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$90.3K
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$90.3K +$43.9K +38 +88%
NA
198
NewEdge Advisors
Louisiana
$89.2K -$207K -179 -69%
CIAS
199
Capital Investment Advisory Services
North Carolina
$78K
HNB
200
Huntington National Bank
Ohio
$76.1K