CUSIP 94988U656
WELLS FARGO 5.625 PFD
8 institutions · $3.1M total · 129,282 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Steigerwald, Gordon & Koch Inc. | 115,991 | $2.8M | 89.71% | 2025-12-31 |
| 2 | Register Financial Advisors LLC | 6,575 | $143.3K | 5.08% | 2023-03-31 |
| 3 | NBC SECURITIES, INC. | 2,488 | $60.4K | 1.92% | 2025-12-31 |
| 4 | PNC Financial Services Group, Inc. | 2,148 | $52.2K | 1.66% | 2025-12-31 |
| 5 | ORG Partners LLC | 1,050 | $25.5K | 0.81% | 2025-12-31 |
| 6 | ATLAS CAPITAL ADVISORS LLC | 730 | $16.9K | 0.56% | 2025-06-30 |
| 7 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 100 | $2.4K | 0.07% | 2025-12-31 |
| 8 | Tradition Wealth Management, LLC | 200 | $5 | 0.15% | 2023-12-31 |