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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$332K
RFN
177
RDA Financial Network
Iowa
$331K +$81.5K +67 +30%
GCIA
178
Gabelli & Co Investment Advisers
New York
$318K
SC
179
Scotia Capital
Ontario, Canada
$312K
WOSD
180
WFA of San Diego
California
$308K -$9.73K -8 -3%
SCM
181
SCS Capital Management
Massachusetts
$306K -$29.2K -24 -8%
SMC
182
Smith, Moore & Co
Missouri
$306K -$12.2K -10 -4%
MG
183
Marex Group
$303K +$319K +262 New
BAM
184
Belpointe Asset Management
Nevada
$297K +$29.2K +24 +10%
BOM
185
Bank of Marin
California
$293K +$30.4K +25 +11%
EAM
186
Evanson Asset Management
California
$289K
PI
187
PFG Investments
New York
$289K
VFA
188
Valeo Financial Advisors
Indiana
$283K +$12.2K +10 +4%
SWA
189
Sax Wealth Advisors
New Jersey
$275K
CCM
190
Crew Capital Management
Ohio
$271K
WIA
191
World Investment Advisors
California
$262K -$7.3K -6 -3%
FCB
192
First County Bank
Connecticut
$260K
OAM
193
Oberweis Asset Management
Illinois
$260K
ZA
194
Zazove Associates
Nevada
$254K
PTC
195
Private Trust Company
Ohio
$252K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$252K
SPIA
197
Steward Partners Investment Advisory
New York
$245K +$6.08K +5 +2%
HWM
198
HB Wealth Management
Georgia
$238K
DG
199
Diesslin Group
Texas
$232K +$3.65K +3 +2%
GSC
200
Ground Swell Capital
South Carolina
$223K +$235K +193 New