Institutional Owners for WFC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -497 | -9.81 | 09-30-2022 |
| PRENTISS SMITH & CO INC | COM | 2702 | $264,298 | 4,560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WEALTH ALLIANCE ADVISORY GROUP LLC | COM | 2703 | $264,061 | 4,556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HOLISTIC PLANNING LLC | COM | 2704 | $263,304 | 4,543 | 0.00 | 0.00 | -70 | -1.52 | 03-31-2024 |
