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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
| $22.4M | +$1.61M | +59,726 | +8% |
|
| 2 |
EHC
2
Everett Harris & Co
Los Angeles,
California
| $2.39M | – | – | – |
|
| 3 |
SWP
3
Strategic Wealth Partners
Independence,
Ohio
| $958K | +$14.9K | +555 | +2% |
|
| 4 |
UB
4
UMB Bank
Kansas City,
Missouri
| $574K | +$132K | +4,897 | +31% |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $274K | -$3.63K | -135 | -1% |
|
| 6 |
BRC
6
Bell Rock Capital
Rehoboth Beach,
Delaware
| $109K | – | – | – |
|
| 7 |
EWM
7
Edge Wealth Management
New York
| $55K | – | – | – |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $51K | +$23.4K | +871 | +87% |
|
| 9 |
GT
9
Glenmede Trust
Philadelphia,
Pennsylvania
| $35K | – | – | – |
|
| 10 |
VCP
10
Verus Capital Partners
Scottsdale,
Arizona
| $3K | +$2.69K | +100 | New |
|
| 11 |
FIA
11
FNY Investment Advisers
New York
| – | -$528K | -20,000 | Closed |
|
| 12 |
IWA
12
Intercontinental Wealth Advisors
San Antonio,
Texas
| – | -$11K | -400 | Closed |
|
| 13 |
PCG
13
Private Capital Group
West Hartford,
Connecticut
| – | -$5K | -179 | Closed |
|