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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
$14M +$4.16M +2,850 +45%
RCYC
2
Richard C. Young & Co
Rhode Island
$7.35M -$102K -70 -1%
KAM
3
Knightsbridge Asset Management
California
$6.31M +$670K +459 +12%
DDPIC
4
Deroy & Devereaux Private Investment Counsel
Michigan
$4.9M – – –
WIM
5
Wittenberg Investment Management
Massachusetts
$4.34M +$146K +100 +4%
LTI
6
Laffer Tengler Investments
Tennessee
$3.46M -$58.4K -40 -2%
CA
7
CSM Advisors
Pennsylvania
$2.67M +$2.55M +1,750 New
FCMC
8
Founders Capital Management (Connecticut)
Connecticut
$2.47M -$112K -77 -5%
WPP
9
Whalerock Point Partners
Rhode Island
$2.19M +$2.1M +1,436 New
VHAM
10
Van Hulzen Asset Management
California
$1.95M +$1.86M +1,275 New
KLWA
11
Kelly Lawrence W & Associates
California
$1.79M – – –
LA
12
LexAurum Advisors
Kansas
$1.32M +$317K +217 +34%
GWM
13
Greenwich Wealth Management
Connecticut
$774K -$52.5K -36 -7%
AA
14
Ancora Advisors
Ohio
$670K -$114K -78 -15%
QIM
15
Quest Investment Management
Oregon
$490K – – –
CSC
16
Cove Street Capital
California
$387K – – –
IA
17
IFP Advisors
Florida
$382K – – –
SPIA
18
Steward Partners Investment Advisory
New York
$311K +$298K +204 New
DLCIG
19
D.L. Carlson Investment Group
New Hampshire
$305K – – –
FNBT
20
FineMark National Bank & Trust
Florida
$285K – – –
ADBIC
21
A.D. Beadell Investment Counsel
Wisconsin
$227K – – –
HNB
22
Huntington National Bank
Ohio
$124K – – –
SAM
23
S.A. Mason
Michigan
$114K – – –
BFG
24
Baron Financial Group
New Jersey
$45.8K – – –
EWM
25
Edge Wealth Management
New York
$36K – – –
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