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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
| $17.1M | +$2.19M | +86,092 | +15% |
|
| 2 |
FIMS
2
FBL Investment Management Services
West Des Moines,
Iowa
| $7.18M | +$7.13M | +280,000 | New |
|
| 3 |
EHC
3
Everett Harris & Co
Los Angeles,
California
| $2.28M | -$79K | -3,100 | -3% |
|
| 4 |
SWP
4
Strategic Wealth Partners
Independence,
Ohio
| $918K | +$174K | +6,832 | +24% |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $264K | – | – | – |
|
| 6 |
EWM
6
Edge Wealth Management
New York
| $52K | +$51K | +2,000 | New |
|
| 7 |
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $33K | – | – | – |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | – | – | – |
|
| 9 |
IWA
9
Intercontinental Wealth Advisors
San Antonio,
Texas
| $10K | – | – | – |
|
| 10 |
PCG
10
Private Capital Group
West Hartford,
Connecticut
| $5K | – | – | – |
|
| 11 |
RIG
11
Roosevelt Investment Group
New York
| – | -$10.7M | -433,678 | Closed |
|
| 12 |
KIA
12
KCM Investment Advisors
Greenbrae,
California
| – | -$1.01M | -40,947 | Closed |
|