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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Oppenheimer Asset Management
New York
$215K +$9.64K +8 +5%
FAIM
202
Financial Advocates Investment Management
Washington
$213K +$2.41K +2 +1%
WAM
203
Wolverine Asset Management
Illinois
$209K -$121K -100 -37%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$207K +$19.3K +16 +10%
RTC
205
Riverview Trust Company
Washington
$201K
EM
206
ELCO Management
New York
$201K +$201K +167 New
SPIA
207
Steward Partners Investment Advisory
New York
$199K +$19.3K +16 +11%
BBHC
208
Brown Brothers Harriman & Co
New York
$180K
GTAM
209
Global Trust Asset Management
Florida
$168K +$169K +140 New
CSC
210
Cove Street Capital
California
$137K
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K
PIA
212
Powell Investment Advisors
Florida
$120K
GSWM
213
Golden State Wealth Management
California
$109K
NA
214
NewEdge Advisors
Louisiana
$108K -$96.5K -80 -47%
IAS
215
IMA Advisory Services
Colorado
$102K +$102K +85 New
PWAM
216
Private Wealth Asset Management
Iowa
$85.3K +$85.6K +71 New
VEA
217
Virtus ETF Advisers
New York
$79.3K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$79K
PSFG
219
Park Square Financial Group
Georgia
$78.1K -$2.41K -2 -3%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$72K -$25.3K -21 -26%
MCM
221
MAI Capital Management
Ohio
$72K -$1.21K -1 -2%
BTI
222
Blue Trust Inc
Georgia
$69.6K -$24.1K -20 -26%
IA
223
IFP Advisors
Florida
$66K
PFPT
224
Pinnacle Financial Partners (Tennessee)
Tennessee
$63.3K -$37.4K -31 -37%
Franklin Resources
225
Franklin Resources
California
$57.6K