Institutional Owners for WFC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 1351 | $1,420,770 | 24,512 | 0.00 | 0.00 | 1,786 | 7.86 | 03-31-2024 |
| FIRST HORIZON ADVISORS INC | COMMON STOCK | 1352 | $1,418,608 | 24,475 | 0.00 | 0.00 | 748 | 3.15 | 03-31-2024 |
| CARNEGIE CAPITAL ASSET MANAGEMENT LLC | COM | 1353 | $1,041,135 | 24,393 | 0.00 | 0.07 | -15,053 | -38.16 | 06-30-2023 |
| INTERSECT CAPITAL LLC | COM | 1354 | $955,000 | 24,369 | 0.29 | 0.21 | 1,476 | 6.45 | 06-30-2022 |
