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Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
CL
201
Choreo LLC
Illinois
$232K +$2.46K +2 +1%
GTAM
202
Global Trust Asset Management
Florida
$230K
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$228K +$1.23K +1 +0.5%
AC
204
AlphaCore Capital
California
$219K +$4.93K +4 +2%
OAM
205
Oppenheimer Asset Management
New York
$211K -$11.1K -9 -5%
RTC
206
Riverview Trust Company
Washington
$202K
WCAMG
207
Woodard & Company Asset Management Group
North Carolina
$200K -$6.16K -5 -3%
BBHC
208
Brown Brothers Harriman & Co
New York
$182K
HPIA
209
Hamilton Point Investment Advisors
North Carolina
$164K +$166K +135 New
MCM
210
MAI Capital Management
Ohio
$148K +$94.9K +77 +171%
UIA
211
Ulland Investment Advisors
Minnesota
$124K -$619K -502 -83%
PIA
212
Powell Investment Advisors
Florida
$121K
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K -$6.16K -5 -5%
GSWM
214
Golden State Wealth Management
California
$110K
NA
215
NewEdge Advisors
Louisiana
$109K -$3.7K -3 -3%
IAS
216
IMA Advisory Services
Colorado
$103K
CAM
217
Chesapeake Asset Management
New York
$103K +$105K +85 New
IA
218
IFP Advisors
Florida
$94.5K +$28.3K +23 +42%
VEA
219
Virtus ETF Advisers
New York
$80.1K
AWM
220
Angeles Wealth Management
California
$72.8K +$73.9K +60 New
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$72.7K -$4.93K -4 -6%
HNB
222
Huntington National Bank
Ohio
$70.5K +$61.6K +50 +625%
BTI
223
Blue Trust Inc
Georgia
$70.3K
CT
224
Caldwell Trust
Florida
$54.5K
BFS
225
Beacon Financial Strategies
North Carolina
$48.5K +$49.3K +40 New