We are live on
!
Find out more
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
| $18.6M | +$1.31M | +50,036 | +8% |
|
| 2 |
EHC
2
Everett Harris & Co
Los Angeles,
California
| $2.29M | -$10.5K | -400 | -0.5% |
|
| 3 |
SWP
3
Strategic Wealth Partners
Independence,
Ohio
| $865K | -$54.7K | -2,090 | -6% |
|
| 4 |
SIM
4
Sonora Investment Management
Tucson,
Arizona
| $266K | – | – | – |
|
| 5 |
BRC
5
Bell Rock Capital
Rehoboth Beach,
Delaware
| $53K | +$52.3K | +2,000 | New |
|
| 6 |
EWM
6
Edge Wealth Management
New York
| $52K | – | – | – |
|
| 7 |
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $34K | – | – | – |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | – | – | – |
|
| 9 |
IWA
9
Intercontinental Wealth Advisors
San Antonio,
Texas
| $11K | – | – | – |
|
| 10 |
FIMS
10
FBL Investment Management Services
West Des Moines,
Iowa
| – | -$7.18M | -280,000 | Closed |
|
| 11 |
PCG
11
Private Capital Group
West Hartford,
Connecticut
| – | -$5K | -179 | Closed |
|