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Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1
Oxbow Advisors
Texas
$8.93M +$286K +200 +3%
RCYC
2
Richard C. Young & Co
Rhode Island
$6.92M -$35.7K -25 -0.5%
KAM
3
Knightsbridge Asset Management
California
$5.21M +$130K +91 +3%
DDPIC
4
Deroy & Devereaux Private Investment Counsel
Michigan
$4.55M – – –
WIM
5
Wittenberg Investment Management
Massachusetts
$3.89M -$321K -225 -8%
LTI
6
Laffer Tengler Investments
Tennessee
$3.3M -$30K -21 -0.9%
FCMC
7
Founders Capital Management (Connecticut)
Connecticut
$2.41M +$71.4K +50 +3%
RA
8
Rational Advisors
New York
$2.06M -$250K -175 -11%
KLWA
9
Kelly Lawrence W & Associates
California
$1.67M +$1.68M +1,175 New
FMI
10
F/M Investments
District of Columbia
$1.36M +$1.37M +957 New
SAM
11
Seelaus Asset Management
New Jersey
$1.33M +$1.35M +942 New
WOSD
12
WFA of San Diego
California
$930K -$64.3K -45 -6%
LA
13
LexAurum Advisors
Kansas
$917K -$25.7K -18 -3%
GWM
14
Greenwich Wealth Management
Connecticut
$770K +$776K +543 New
AA
15
Ancora Advisors
Ohio
$733K – – –
BOM
16
Bank of Marin
California
$652K – – –
QIM
17
Quest Investment Management
Oregon
$455K – – –
CSC
18
Cove Street Capital
California
$361K – – –
IA
19
IFP Advisors
Florida
$353K – – –
DLCIG
20
D.L. Carlson Investment Group
New Hampshire
$283K – – –
RMDI
21
R.M. Davis Inc
Maine
$283K – – –
FNBT
22
FineMark National Bank & Trust
Florida
$265K – – –
ADBIC
23
A.D. Beadell Investment Counsel
Wisconsin
$211K +$213K +149 New
HWM
24
Holloway Wealth Management
Florida
$142K – – –
HNB
25
Huntington National Bank
Ohio
$115K – – –
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