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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
$15.2M +$1.68M +1,109 +12%
RCYC
2
Richard C. Young & Co
Rhode Island
$7.08M -$53K -35 -0.7%
DDPIC
3
Deroy & Devereaux Private Investment Counsel
Michigan
$4.76M – – –
WIM
4
Wittenberg Investment Management
Massachusetts
$4.21M – – –
LTI
5
Laffer Tengler Investments
Tennessee
$3.37M -$36.3K -24 -1%
CA
6
CSM Advisors
Pennsylvania
$2.59M – – –
FMI
7
F/M Investments
District of Columbia
$2.43M +$2.48M +1,638 New
KLWA
8
Kelly Lawrence W & Associates
California
$1.74M – – –
KAM
9
Knightsbridge Asset Management
California
$1.68M -$4.54M -2,999 -73%
LA
10
LexAurum Advisors
Kansas
$1.28M – – –
WOSD
11
WFA of San Diego
California
$948K +$968K +640 New
GWM
12
Greenwich Wealth Management
Connecticut
$751K – – –
AA
13
Ancora Advisors
Ohio
$665K +$15.1K +10 +2%
QIM
14
Quest Investment Management
Oregon
$476K – – –
CSC
15
Cove Street Capital
California
$376K – – –
IA
16
IFP Advisors
Florida
$371K – – –
DLCIG
17
D.L. Carlson Investment Group
New Hampshire
$296K – – –
FNBT
18
FineMark National Bank & Trust
Florida
$277K – – –
ADBIC
19
A.D. Beadell Investment Counsel
Wisconsin
$220K – – –
HNB
20
Huntington National Bank
Ohio
$120K – – –
SAM
21
S.A. Mason
Michigan
$111K – – –
BFG
22
Baron Financial Group
New Jersey
$44.5K – – –
EWM
23
Edge Wealth Management
New York
$36K – – –
WPA
24
West Paces Advisors
Georgia
$19.3K +$19.7K +13 New
CCM
25
Cribstone Capital Management
Maine
$6K – – –
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