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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
| $14M | +$479K | +19,117 | +3% |
|
| 2 |
RIG
2
Roosevelt Investment Group
New York
| $10.7M | -$1.23M | -49,147 | -10% |
|
| 3 |
EHC
3
Everett Harris & Co
Los Angeles,
California
| $2.23M | – | – | – |
|
| 4 |
KIA
4
KCM Investment Advisors
Greenbrae,
California
| $1.01M | +$423K | +16,850 | +70% |
|
| 5 |
SWP
5
Strategic Wealth Partners
Independence,
Ohio
| $737K | +$170K | +6,793 | +32% |
|
| 6 |
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $249K | +$251K | +10,000 | +7,407% |
|
| 7 |
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $31K | +$32.6K | +1,300 | New |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
| 9 |
IWA
9
Intercontinental Wealth Advisors
San Antonio,
Texas
| $10K | +$10K | +400 | New |
|
| 10 |
PCG
10
Private Capital Group
West Hartford,
Connecticut
| $4K | – | – | – |
|
| 11 |
FIMS
11
FBL Investment Management Services
West Des Moines,
Iowa
| – | -$7.18M | -280,000 | Closed |
|