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
| $20M | +$1.33M | +50,159 | +7% |
|
| 2 |
EHC
2
Everett Harris & Co
Los Angeles,
California
| $2.3M | +$1.32K | +50 | +0.1% |
|
| 3 |
FIA
3
FNY Investment Advisers
New York
| $528K | +$529K | +20,000 | New |
|
| 4 |
UB
4
UMB Bank
Kansas City,
Missouri
| $424K | +$425K | +16,054 | New |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $268K | – | – | – |
|
| 6 |
BRC
6
Bell Rock Capital
Rehoboth Beach,
Delaware
| $105K | +$52.9K | +2,000 | +100% |
|
| 7 |
EWM
7
Edge Wealth Management
New York
| $52K | – | – | – |
|
| 8 |
GT
8
Glenmede Trust
Philadelphia,
Pennsylvania
| $34K | – | – | – |
|
| 9 |
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | – | – | – |
|
| 10 |
IWA
10
Intercontinental Wealth Advisors
San Antonio,
Texas
| $11K | – | – | – |
|
| 11 |
PCG
11
Private Capital Group
West Hartford,
Connecticut
| $5K | +$4.74K | +179 | New |
|
| 12 |
SWP
12
Strategic Wealth Partners
Independence,
Ohio
| $913 | +$38.9K | +1,470 | +4% |
|