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WFC.PRN
WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat
WFC.PRN
WFC.PRN
Delisted
WFC.PRN was delisted on the 14th of June, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
CNB
1
City National Bank
Beverly Hills,
Delaware
| $2.59M | +$2.78M | +110,795 | New |
|
| 2 |
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $1.01M | +$1.08M | +43,000 | New |
|
| 3 |
RFA
3
Reilly Financial Advisors
La Mesa,
California
| $947K | +$1.01M | +40,250 | New |
|
| 4 |
PCMK
4
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $776K | +$831K | +33,155 | New |
|
| 5 |
RIG
5
Roosevelt Investment Group
New York
| $728K | +$780K | +31,115 | New |
|
| 6 |
GWM
6
Graybill Wealth Management
Elmhurst,
Illinois
| $443K | +$475K | +18,935 | New |
|
| 7 |
WB
7
WesBanco Bank
Wheeling,
West Virginia
| $374K | +$400K | +15,950 | New |
|
| 8 |
NCM
8
Nelson Capital Management
Menlo Park,
California
| $117K | +$125K | +5,000 | New |
|
| 9 |
WRM
9
Westport Resources Management
Westport,
Connecticut
| $35K | +$37.6K | +1,500 | New |
|
| 10 |
CFA
10
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$48.1K | +1,920 | New |
|