We are live on
!
Find out more
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 |
PCMK
1
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $873K | +$877K | +41,045 | New |
|
| 2 |
2
Ameriprise
Minneapolis,
Minnesota
| $784K | +$282K | +13,180 | +56% |
|
| 3 |
RFA
3
Reilly Financial Advisors
La Mesa,
California
| $708K | -$11.3K | -530 | -2% |
|
| 4 |
SOAMC
4
Spirit of America Management Corp
Syosset,
New York
| $551K | +$553K | +25,900 | New |
|
| 5 |
RIG
5
Roosevelt Investment Group
New York
| $503K | – | – | – |
|
| 6 |
SCM
6
Sterling Capital Management
Charlotte,
North Carolina
| $340K | – | – | – |
|
| 7 |
CNB
7
City National Bank
Beverly Hills,
Delaware
| $236K | -$59.6K | -2,790 | -20% |
|
| 8 |
NCM
8
Nelson Capital Management
Menlo Park,
California
| $106K | – | – | – |
|
| 9 |
QAM
9
QCI Asset Management
Pittsford,
New York
| $79K | – | – | – |
|
| 10 |
AA
10
Apriem Advisors
Irvine,
California
| $57K | – | – | – |
|
| 11 |
WRM
11
Westport Resources Management
Westport,
Connecticut
| $32K | – | – | – |
|
| 12 |
CFA
12
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$38K | -1,920 | Closed |
|