Institutional Owners for WFC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC | COM | 2201 | $434,387 | 7,495 | 0.00 | 0.00 | 443 | 6.28 | 03-31-2024 |
| EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 2202 | $367,432 | 7,465 | 0.00 | 0.00 | 2,224 | 42.43 | 12-31-2023 |
| BERGER FINANCIAL GROUP INC | COM | 2203 | $429,743 | 7,414 | 0.00 | 0.00 | 644 | 9.51 | 03-31-2024 |
| CONFLUENCE WEALTH SERVICES INC | COM | 2204 | $429,644 | 7,413 | 0.00 | 0.00 | 808 | 12.23 | 03-31-2024 |
