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Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
176
PFG Investments
New York
$335K +$329K +275 New
CAM
177
Cresset Asset Management
Illinois
$329K – – –
BOM
178
Bank of Marin
California
$322K – – –
EAM
179
Evanson Asset Management
California
$305K – – –
FHA
180
First Horizon Advisors
Tennessee
$305K – – –
GCIA
181
Gabelli & Co Investment Advisers
New York
$305K – – –
CIC
182
Chilton Investment Company
Connecticut
$292K – – –
CIC
183
Carnegie Investment Counsel
Ohio
$275K +$271K +226 New
BFG
184
Berger Financial Group
Minnesota
$269K – – –
RFN
185
RDA Financial Network
Iowa
$259K – – –
PTC
186
Private Trust Company
Ohio
$251K +$26.3K +22 +12%
SW
187
Simplicity Wealth
New Jersey
$244K +$239K +200 New
HWM
188
HB Wealth Management
Georgia
$232K – – –
AAS
189
Ameritas Advisory Services
Nebraska
$231K – – –
FNBT
190
FineMark National Bank & Trust
Florida
$228K – – –
MBT
191
Montecito Bank & Trust
California
$226K – – –
NFC
192
Northeast Financial Consultants
Connecticut
$226K – – –
WCM
193
WealthBridge Capital Management
Ohio
$224K – – –
NA
194
NewEdge Advisors
Louisiana
$213K +$114K +95 +119%
BAG
195
Bridgewealth Advisory Group
California
$210K – – –
FAIM
196
Financial Advocates Investment Management
Washington
$209K +$1.2K +1 +0.6%
RTC
197
Riverview Trust Company
Washington
$204K +$200K +167 New
BBI
198
Baxter Bros Inc
Connecticut
$202K +$198K +165 New
IRM
199
Income Research & Management
Massachusetts
$201K +$198K +165 New
JAG
200
Journey Advisory Group
Kentucky
$201K +$198K +165 New
6 7
8
9 10