We are live on ! Find out more
WFC.PRL icon

Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
201
Obermeyer Wealth Partners
Colorado
$201K +$198K +165 New
BBHC
202
Brown Brothers Harriman & Co
New York
$183K
IA
203
IFP Advisors
Florida
$140K -$35.9K -30 -21%
CSC
204
Cove Street Capital
California
$139K
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K
PFPT
206
Pinnacle Financial Partners (Tennessee)
Tennessee
$126K
PIA
207
Powell Investment Advisors
Florida
$121K
SPIA
208
Steward Partners Investment Advisory
New York
$121K -$2.39K -2 -2%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$112K +$32.3K +27 +42%
HBT
210
Hills Bank & Trust
Iowa
$110K
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$98.8K
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$97.5K +$5.99K +5 +7%
CIAS
213
Capital Investment Advisory Services
North Carolina
$85.4K
BFPW
214
BOK Financial Private Wealth
Colorado
$61K
Franklin Resources
215
Franklin Resources
California
$58.5K
PS
216
Principal Securities
Iowa
$54.9K
GBT
217
Grove Bank & Trust
Florida
$54.9K +$53.9K +45 New
LCM
218
Logan Capital Management
Pennsylvania
$53.2K
VIA
219
Virtus Investment Advisers
Connecticut
$50K
GWSG
220
GPS Wealth Strategies Group
Colorado
$46.3K
FFA
221
Farther Finance Advisors
California
$43.6K
GJWM
222
Gilliland Jeter Wealth Management
Arkansas
$42.3K +$41.9K +35 New
AF
223
Allworth Financial
California
$40.2K -$12K -10 -23%
CTA
224
Colonial Trust Advisors
South Carolina
$40.2K +$39.5K +33 New
LWANC
225
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K