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WFC.PRQ
Wells Fargo & Co.
WFC.PRQ
WFC.PRQ
Delisted
WFC.PRQ was delisted on the 14th of September, 2023.
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 |
FIM
1
Frontier Investment Management
Dallas,
Texas
| $14.2M | +$2.62M | +101,268 | +22% |
|
| 2 |
RIG
2
Roosevelt Investment Group
New York
| $12.4M | -$481K | -18,581 | -4% |
|
| 3 |
FIMS
3
FBL Investment Management Services
West Des Moines,
Iowa
| $7.18M | +$7.25M | +280,000 | New |
|
| 4 |
EHC
4
Everett Harris & Co
Los Angeles,
California
| $2.34M | -$5.17K | -200 | -0.2% |
|
| 5 |
KIA
5
KCM Investment Advisors
Greenbrae,
California
| $621K | +$186K | +7,175 | +42% |
|
| 6 |
SWP
6
Strategic Wealth Partners
Independence,
Ohio
| $552K | +$19.7K | +763 | +4% |
|
| 7 |
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | -$25.9K | -1,000 | -50% |
|
| 8 |
PCG
8
Private Capital Group
West Hartford,
Connecticut
| $4K | – | – | – |
|
| 9 |
SIM
9
Sonora Investment Management
Tucson,
Arizona
| $3K | – | – | – |
|
| 10 |
SAM
10
Securian Asset Management
St Paul,
Minnesota
| – | -$5.18M | -200,000 | Closed |
|