Institutional Owners for WFC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PURUS WEALTH MANAGEMENT LLC | COM | 1751 | $673,646 | 13,686 | 0.00 | 0.00 | 471 | 3.56 | 12-31-2023 |
| FIRSTPURPOSE WEALTH LLC | COM | 1752 | $557,554 | 13,645 | 0.00 | 0.00 | 3,104 | 29.45 | 09-30-2023 |
| NEUMANN CAPITAL MANAGEMENT LLC | COM | 1753 | $789,531 | 13,622 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RICHWOOD INVESTMENT ADVISORS LLC | COM | 1754 | $789,241 | 13,617 | 0.00 | 0.00 | -816 | -5.65 | 03-31-2024 |
