WELLS FARGO CO NEW shareholder history

Current and past WELLS FARGO CO NEW shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Laffer Tengler Investments, Inc. 42420.50%1.06%2.74%Q2 2013Q3 202342
Cove Street Capital, LLC 3830.04%0.11%0.24%Q2 2013Q3 202341
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 40400.25%0.36%0.61%Q4 2013Q3 202340
PALISADE CAPITAL MANAGEMENT, LP 3280.19%0.54%0.81%Q4 2012Q3 202340
BESSEMER GROUP INC 3180.00%0.00%0.01%Q2 2013Q3 202339
UBS ASSET MANAGEMENT AMERICAS INC 3180.00%0.05%0.10%Q2 2013Q3 202339
CAMDEN ASSET MANAGEMENT L P /CA 3181.16%4.34%8.09%Q2 2013Q3 202339
CHILTON INVESTMENT CO INC. 3180.02%0.13%0.28%Q2 2013Q3 202339
ROYAL BANK OF CANADA 3080.00%0.01%0.02%Q2 2013Q3 202339
Calamos Advisors LLC 3180.05%0.32%0.84%Q2 2013Q3 202339
WHITTIER TRUST CO 3080.01%0.05%0.14%Q2 2013Q3 202338
COHEN & STEERS, INC. 3080.00%0.02%0.16%Q2 2013Q3 202338
JPMORGAN CHASE & CO 3080.00%0.01%0.03%Q2 2013Q3 202338
FIRST MANHATTAN CO. LLC. 3080.01%0.04%0.08%Q2 2013Q3 202338
US BANCORP \DE\ 3080.00%0.00%0.01%Q2 2013Q3 202338
Neuberger Berman Group LLC 3080.00%0.01%0.03%Q2 2013Q3 202338
CONNING INC. 3080.08%0.17%0.30%Q2 2013Q3 202338
LORD, ABBETT & CO. LLC 3080.04%0.11%0.18%Q2 2013Q3 202338
Invesco Ltd. 3080.01%0.03%0.06%Q2 2013Q3 202338
ADVENT CAPITAL MANAGEMENT /DE/ 3080.67%2.26%4.65%Q2 2013Q3 202338
WELLS FARGO & COMPANY/MN 3080.00%0.00%0.00%Q2 2013Q3 202338
AMERIPRISE FINANCIAL INC 3080.00%0.01%0.03%Q2 2013Q3 202338
VICTORY CAPITAL MANAGEMENT INC 3080.03%0.17%0.35%Q3 2013Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 3080.00%0.00%0.00%Q2 2013Q3 202338
BlackRock Inc. 3080.00%0.01%0.03%Q2 2013Q3 202338
FMR LLC 3080.00%0.01%0.03%Q2 2013Q3 202338
MANUFACTURERS LIFE INSURANCE COMPANY, THE 3080.00%0.04%0.13%Q2 2013Q3 202338
WHITTIER TRUST CO OF NEVADA INC 3080.02%0.10%0.20%Q2 2013Q3 202338
MACKAY SHIELDS LLC 3080.27%0.65%1.90%Q2 2013Q3 202338
THRIVENT FINANCIAL FOR LUTHERANS 3080.05%0.12%0.19%Q2 2013Q3 202338
NEW ENGLAND ASSET MANAGEMENT INC 3080.27%0.54%2.48%Q2 2013Q3 202338
SSI INVESTMENT MANAGEMENT LLC 3080.16%1.62%3.03%Q2 2013Q3 202338
Allianz Asset Management GmbH 3080.08%0.45%0.99%Q2 2013Q3 202338
BANK OF AMERICA CORP /DE/ 3080.00%0.00%0.01%Q2 2013Q3 202338
BROWN BROTHERS HARRIMAN & CO 2980.00%0.00%0.00%Q3 2013Q3 202337
Edgemoor Investment Advisors, Inc. 3070.46%0.65%0.89%Q2 2013Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2610.00%0.01%0.03%Q2 2013Q3 202337
Spectrum Asset Management, Inc. 3078.53%42.36%77.26%Q2 2013Q3 202337
BANK OF MONTREAL /CAN/ 3020.00%0.01%0.03%Q2 2013Q3 202337
AEGON USA Investment Management, LLC 1580.11%3.10%6.46%Q2 2013Q3 202337
INCOME RESEARCH & MANAGEMENT 2540.61%2.03%3.97%Q2 2013Q2 202336
FOUNDERS CAPITAL MANAGEMENT, LLC 1880.29%0.91%1.59%Q2 2014Q3 202336
STATE STREET CORP 1350.00%0.01%0.02%Q2 2013Q3 202336
MORGAN STANLEY 2530.00%0.01%0.02%Q2 2013Q3 202336
HAMEL ASSOCIATES, INC. 2880.03%0.22%0.30%Q4 2013Q3 202336
AMERICAN CENTURY COMPANIES INC 1980.00%0.24%0.65%Q2 2013Q3 202336
LPL Financial LLC 3060.00%0.01%0.01%Q2 2013Q3 202336
Evanson Asset Management, LLC 2880.03%0.06%0.10%Q4 2013Q3 202336
Citizens Business Bank 3230.21%0.33%1.09%Q4 2012Q2 202235
CITIGROUP INC 1240.00%0.00%0.01%Q2 2013Q3 202335
STIFEL FINANCIAL CORP 2780.00%0.01%0.02%Q1 2014Q3 202335
KCM INVESTMENT ADVISORS LLC 2780.08%0.89%1.18%Q4 2013Q3 202335
GLENMEDE TRUST CO NA 2060.00%0.00%0.00%Q2 2013Q3 202334
FIFTH THIRD BANCORP 2510.00%0.00%0.00%Q2 2013Q3 202334
MACQUARIE GROUP LTD 1770.00%0.01%0.03%Q2 2013Q3 202334
EATON VANCE MANAGEMENT 3040.01%0.06%0.11%Q2 2013Q3 202234
GOLDMAN SACHS GROUP INC 2310.00%0.00%0.01%Q4 2012Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1380.00%0.00%0.00%Q2 2013Q3 202334
Creative Planning 980.00%0.00%0.03%Q2 2013Q3 202333
BLAIR WILLIAM & CO/IL 1960.00%0.00%0.00%Q2 2013Q3 202333
M&T BANK CORP 2610.00%0.00%0.01%Q2 2013Q1 202332
JRM Investment Counsel, LLC 2480.46%5.26%8.43%Q4 2014Q3 202332
WOLVERINE ASSET MANAGEMENT LLC 1130.00%0.08%0.28%Q2 2013Q3 202332
SEI INVESTMENTS CO 2480.00%0.08%0.41%Q4 2014Q3 202332
UBS Group AG 2480.00%0.00%0.01%Q4 2014Q3 202332
D L CARLSON INVESTMENT GROUP INC 31310.04%0.08%0.16%Q2 2015Q4 202231
PUTNAM INVESTMENTS LLC 31310.01%0.03%0.05%Q2 2013Q4 202031
GABELLI & Co INVESTMENT ADVISERS, INC. 2380.02%0.04%0.08%Q2 2015Q3 202331
FRANKLIN RESOURCES INC 2120.00%0.18%0.42%Q2 2013Q3 202331
ALLIANCEBERNSTEIN L.P. 2110.00%0.01%0.01%Q3 2013Q3 202331
CREDIT SUISSE AG/ 31310.00%0.03%0.05%Q1 2013Q3 202031
DAVIS R M INC 17130.01%0.01%0.02%Q2 2013Q1 202130
CRAWFORD INVESTMENT COUNSEL INC 2280.02%0.09%0.16%Q3 2015Q3 202330
Strategic Advisors LLC 1410.04%0.59%1.91%Q2 2013Q3 202329
ZAZOVE ASSOCIATES LLC 2810.08%0.44%1.13%Q2 2013Q3 202329
Van Hulzen Asset Management, LLC 1110.07%0.46%1.04%Q4 2013Q3 202329
Harbour Capital Advisors, LLC 2450.10%0.17%0.46%Q1 2013Q2 202029
SCHNIEDERS CAPITAL MANAGEMENT LLC 2020.13%0.49%0.68%Q1 2015Q3 202329
IFP Advisors, Inc 1710.00%0.01%0.03%Q4 2015Q3 202329
Janney Montgomery Scott LLC 2210.01%0.02%0.04%Q3 2015Q3 202329
Northeast Financial Consultants Inc 1110.01%0.19%0.39%Q4 2013Q3 202329
QUEST INVESTMENT MANAGEMENT LLC 28280.04%0.05%0.07%Q4 2016Q3 202328
Mirae Asset Global Investments Co., Ltd. 1180.03%0.12%0.24%Q2 2013Q3 202328
ClearBridge Investments 28280.00%0.02%0.04%Q2 2013Q1 202028
WITTENBERG INVESTMENT MANAGEMENT, INC. 28281.07%1.68%2.20%Q4 2016Q3 202328
EVERETT HARRIS & CO /CA/ 1980.03%0.08%0.12%Q1 2016Q3 202327
Fernwood Investment Management, LLC 1270.19%0.35%0.51%Q4 2015Q3 202327
Cambridge Investment Research Advisors, Inc. 1980.00%0.01%0.04%Q1 2016Q3 202327
Raymond James Financial Services Advisors, Inc. 1980.00%0.01%0.03%Q1 2016Q3 202327
Cribstone Capital Management, LLC 27270.00%0.00%0.01%Q2 2016Q4 202227
FineMark National Bank & Trust 1620.00%0.01%0.02%Q2 2013Q3 202327
NORRIS PERNE & FRENCH LLP/MI 1980.43%0.57%0.78%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Richard C. Young & CO., LTD. 27270.70%1.18%1.56%Q3 2016Q1 202327
Calamos Wealth Management LLC 2520.05%0.25%0.69%Q2 2013Q4 202027
RAYMOND JAMES & ASSOCIATES 1980.01%0.01%0.04%Q1 2016Q3 202327
UNITED FIRE GROUP INC 2010.53%0.71%1.08%Q2 2013Q3 202027
LOOMIS SAYLES & CO L P 2210.02%0.06%0.21%Q2 2013Q3 202326
INGALLS & SNYDER LLC 1880.04%0.05%0.08%Q2 2016Q3 202326
Ancora Advisors LLC 25250.01%0.06%0.17%Q4 2016Q4 202225
ICON ADVISERS INC/CO 1510.02%0.10%0.70%Q3 2013Q3 202325
SUMMITRY LLC 850.06%0.20%0.31%Q1 2016Q3 202325
Steward Partners Investment Advisory, LLC 810.00%0.00%0.01%Q4 2016Q3 202325
FIRST FOUNDATION ADVISORS 1780.03%0.20%0.27%Q3 2016Q3 202325
AMUNDI ASSET MANAGEMENT US, INC. 2410.08%0.38%0.55%Q4 2012Q1 201925
HL FINANCIAL SERVICES LLC 24240.03%0.03%0.04%Q2 2013Q1 201924
AGF INVESTMENTS INC. 2310.00%0.01%0.02%Q1 2015Q4 202124
PIER 88 INVESTMENT PARTNERS LLC 1710.41%4.13%5.71%Q4 2016Q3 202324
LexAurum Advisors, LLC 24240.29%0.47%0.71%Q4 2017Q3 202324
WEDBUSH SECURITIES INC 1710.03%0.10%0.16%Q3 2016Q3 202324
Johnson Financial Group, Inc. 23230.00%0.00%0.00%Q4 2013Q2 201923
KELLY LAWRENCE W & ASSOCIATES INC/CA 12110.27%0.33%0.40%Q1 2017Q3 202323
SCOTIA CAPITAL INC. 1410.00%0.01%0.03%Q3 2016Q3 202323
HUNTINGTON NATIONAL BANK 2210.00%0.00%0.01%Q1 2012Q3 202323
RB Capital Management, LLC 870.08%4.46%7.02%Q4 2016Q3 202323
North Star Investment Management Corp. 960.00%0.00%0.03%Q1 2017Q3 202323
Russell Investments Group, Ltd. 1110.00%0.00%0.01%Q4 2016Q3 202323
OAKTREE CAPITAL MANAGEMENT LP 1120.02%0.23%0.66%Q4 2013Q1 202222
Aull & Monroe Investment Management Corp 830.14%0.23%0.44%Q4 2016Q3 202322
CHILTON CAPITAL MANAGEMENT LLC 1480.05%0.12%0.23%Q2 2017Q3 202322
KEYBANK NATIONAL ASSOCIATION/OH 22220.00%0.04%0.18%Q4 2012Q1 201822
MARATHON CAPITAL MANAGEMENT 1750.12%0.23%0.53%Q3 2016Q3 202322
Baird Financial Group, Inc. 1480.00%0.01%0.03%Q2 2017Q3 202322
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
BARCLAYS PLC 1010.00%0.00%0.01%Q2 2013Q3 202321
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 1920.00%0.12%0.32%Q2 2013Q3 202021
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1740.05%2.84%6.08%Q1 2017Q3 202321
Newman Dignan & Sheerar, Inc. 1310.01%0.16%1.38%Q2 2017Q3 202321
Bank of New York Mellon Corp 1560.00%0.00%0.00%Q2 2013Q3 202021
GABELLI FUNDS LLC 21210.01%0.02%0.03%Q4 2015Q4 202021
FEDERATED HERMES, INC. 21210.02%0.04%0.06%Q2 2013Q2 201821
WASHINGTON TRUST BANK 21210.00%0.01%0.01%Q1 2014Q1 201921
Pekin Hardy Strauss, Inc. 1380.06%0.27%0.49%Q3 2017Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 1280.01%0.01%0.03%Q4 2017Q3 202320
Hudson Capital Management LLC 1281.71%2.31%3.05%Q4 2017Q3 202320
Valeo Financial Advisors, LLC 1370.03%0.31%0.83%Q3 2017Q3 202320
NORTHERN TRUST CORP 1280.00%0.00%0.00%Q2 2013Q2 201820
Chicago Partners Investment Group LLC 1280.00%0.10%0.23%Q4 2017Q3 202320
Zurcher Kantonalbank (Zurich Cantonalbank) 19190.02%0.04%0.05%Q1 2015Q3 201919
DEUTSCHE BANK AG\ 1810.00%0.01%0.03%Q3 2013Q4 201819
SEARLE & CO. 930.10%0.30%0.45%Q4 2014Q2 202319
Sandy Spring Bank 19190.00%0.00%0.00%Q2 2016Q4 202019
Oxbow Advisors, LLC 19190.67%1.54%2.77%Q1 2019Q3 202319
Bowie Capital Management, LLC 1180.11%0.27%0.54%Q1 2018Q3 202319
PRICE T ROWE ASSOCIATES INC /MD/ 19190.01%0.06%0.10%Q1 2016Q3 202019
Nelson Capital Management, LLC 1520.04%0.06%0.08%Q2 2016Q1 202219
Greenwich Wealth Management LLC 1180.05%0.07%0.20%Q1 2018Q4 202219
PINNACLE FINANCIAL PARTNERS INC 1210.00%0.01%0.03%Q1 2018Q3 202319
LAZARD ASSET MANAGEMENT LLC 1230.00%0.00%0.00%Q4 2017Q3 202319
West Oak Capital, LLC 19190.00%0.00%0.00%Q2 2013Q4 201719
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2013Q2 202318
GUGGENHEIM CAPITAL LLC 1710.01%0.02%0.04%Q3 2013Q1 201818
Holloway Wealth Management, LLC 18180.05%0.07%0.08%Q4 2016Q1 202118
Relative Value Partners Group, LLC 710.01%0.27%0.54%Q1 2016Q3 202318
IMA Wealth, Inc. 1080.02%0.05%0.07%Q2 2018Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
VALUEWORKS LLC 1440.20%0.28%0.38%Q2 2013Q4 201718
SG Americas Securities, LLC 830.02%0.05%0.10%Q3 2015Q3 202318
Cordasco Financial Network 1510.16%0.24%0.28%Q1 2017Q2 202217
JANE STREET GROUP, LLC 610.00%0.01%0.04%Q4 2014Q3 202317
Principle Wealth Partners LLC 980.03%0.16%0.54%Q4 2018Q3 202317
Capital Investment Advisory Services, LLC 980.01%0.02%0.03%Q4 2018Q3 202317
Windsor Financial Group, LLC 17170.12%0.14%0.17%Q2 2013Q2 201717
WFG Advisors, LP 17170.00%0.01%0.01%Q2 2013Q2 201717
Sound Income Strategies, LLC 1250.00%0.01%0.01%Q4 2017Q4 202217
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 980.00%0.00%0.00%Q3 2018Q3 202317
FIRST INTERSTATE BANK 16160.00%0.00%0.00%Q3 2015Q2 201916
NEW YORK STATE COMMON RETIREMENT FUND 880.01%0.02%0.03%Q4 2018Q3 202316
StoneX Group Inc. 1310.16%0.41%0.62%Q3 2017Q3 202216
MUFG Americas Holdings Corp 820.00%0.00%0.00%Q2 2015Q1 202216
GAMCO INVESTORS, INC. ET AL 16160.00%0.00%0.00%Q1 2016Q4 201916
Covington Capital Management 1240.00%0.00%0.00%Q4 2017Q3 202216
HighTower Advisors, LLC 880.00%0.00%0.00%Q4 2018Q3 202316
Allworth Financial LP 880.00%0.00%0.00%Q4 2018Q3 202316
Financial Advocates Investment Management 1110.02%0.02%0.03%Q1 2018Q1 202316
Cutter & CO Brokerage, Inc. 16160.50%0.67%0.77%Q1 2016Q4 201916
American Portfolios Advisors 1240.00%0.00%0.00%Q4 2017Q3 202216
Rockefeller Capital Management L.P. 960.01%0.02%0.02%Q4 2018Q1 202315
First Eagle Investment Management, LLC 870.03%0.07%0.12%Q1 2019Q3 202315
Ameritas Investment Partners, Inc. 610.11%0.17%0.59%Q2 2013Q4 201815
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
CWM, LLC 810.00%0.00%0.00%Q4 2016Q3 202315
OPPENHEIMER & CO INC 1010.01%0.01%0.01%Q2 2016Q3 202015
CENTAURUS FINANCIAL, INC. 710.00%0.10%0.18%Q4 2017Q1 202315
BlackRock Group LTD 15150.00%0.00%0.01%Q2 2013Q4 201615
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Mariner, LLC 730.01%0.02%0.03%Q3 2016Q3 202315
Keystone Financial Group 910.48%0.87%1.40%Q3 2018Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 720.00%0.02%0.05%Q4 2016Q3 202315
BLACKROCK ADVISORS LLC 15150.02%0.03%0.03%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
MILLENNIUM MANAGEMENT LLC 510.00%0.01%0.05%Q2 2013Q2 202315
OneDigital Investment Advisors LLC 860.01%0.02%0.03%Q2 2019Q3 202314
CYPRESS ASSET MANAGEMENT INC/TX 14140.04%0.20%0.69%Q2 2013Q3 201614
B. Riley Wealth Advisors, Inc. 710.01%0.05%0.17%Q3 2013Q3 202014
Bank of Marin 860.37%0.53%0.86%Q4 2019Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 860.00%0.00%0.00%Q2 2019Q3 202314
Penn Mutual Asset Management, LLC 810.07%6.85%10.35%Q3 2018Q3 202314
Manchester Capital Management LLC 860.00%0.00%0.00%Q2 2019Q3 202314
PRIVATE TRUST CO NA 770.00%0.03%0.05%Q1 2013Q3 202314
D.A. DAVIDSON & CO. 860.00%0.00%0.01%Q1 2016Q3 202314
Taylor Frigon Capital Management LLC 770.62%0.76%0.87%Q4 2014Q2 201914
Bruderman Asset Management, LLC 810.00%0.00%0.01%Q1 2015Q1 201914
RATIONAL ADVISORS LLC 620.09%0.46%1.30%Q4 2019Q3 202313
SYMPHONY ASSET MANAGEMENT LLC 13130.04%0.05%0.06%Q1 2015Q1 201813
ELCO Management Co., LLC 850.24%0.33%0.44%Q3 2019Q3 202313
FIRST HAWAIIAN BANK 760.01%0.02%0.03%Q3 2018Q3 202313
GOODWIN DANIEL L 13130.16%0.28%0.42%Q2 2013Q2 201613
THOMPSON DAVIS & CO., INC. 13130.01%0.01%0.02%Q3 2014Q3 201713
NOMURA ASSET MANAGEMENT CO LTD 1010.00%0.00%0.00%Q4 2016Q4 202013
IBERIABANK CORP 12120.04%0.05%0.06%Q3 2017Q2 202012
Marathon Trading Investment Management LLC 840.04%0.06%0.11%Q1 2020Q3 202312
Powell Investment Advisors, LLC 840.06%0.15%0.35%Q4 2019Q3 202312
BAR HARBOR TRUST SERVICES 12120.11%0.67%1.37%Q4 2015Q3 201812
MACKENZIE FINANCIAL CORP 930.00%0.00%0.01%Q2 2013Q1 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
WFA of San Diego, LLC 620.22%0.57%0.90%Q2 2020Q3 202312
FAS Wealth Partners, Inc. 840.00%0.00%0.00%Q4 2019Q3 202312
CSS LLC/IL 12120.01%0.02%0.02%Q1 2015Q4 201712
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
Parallel Advisors, LLC 750.00%0.00%0.01%Q2 2018Q3 202312
Elgethun Capital Management 12120.45%0.91%1.18%Q4 2016Q3 201912
Essex Financial Services, Inc. 12120.09%0.17%0.26%Q1 2016Q4 201812
ASPIRIANT, LLC 1020.04%0.09%0.12%Q2 2015Q2 201812
TRUIST FINANCIAL CORP 840.00%0.00%0.00%Q4 2019Q3 202312
Calvert Investment Management, Inc. 12120.03%0.03%0.04%Q2 2013Q1 201612
FIRST TRUST ADVISORS LP 830.03%0.16%0.19%Q2 2020Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 740.01%0.01%0.02%Q1 2019Q4 202211
Bedel Financial Consulting, Inc. 11110.00%0.00%0.00%Q1 2018Q3 202011
NORTHWEST WEALTH MANAGEMENT, LLC 1010.15%0.24%0.44%Q4 2016Q3 201911
Graypoint LLC 830.05%0.09%0.26%Q1 2020Q3 202311
OSAIC HOLDINGS, INC. 830.00%0.01%0.01%Q1 2020Q3 202311
Mascoma Wealth Management LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
WealthBridge Capital Management, LLC 710.08%0.10%0.15%Q1 2019Q3 202311
AdvisorNet Financial, Inc 430.00%0.01%0.02%Q4 2017Q2 202311
M&R CAPITAL MANAGEMENT INC 620.00%0.00%0.01%Q2 2016Q2 202211
ENVESTNET ASSET MANAGEMENT INC 820.00%0.00%0.00%Q2 2020Q3 202310
Sigma Planning Corp 310.01%0.01%0.02%Q2 2017Q3 202010
Certified Advisory Corp 10100.00%0.00%0.00%Q1 2018Q2 202010
TD ASSET MANAGEMENT INC 910.01%0.01%0.01%Q1 2015Q3 202010
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 610.38%0.71%1.39%Q4 2019Q3 202310
Private Advisor Group, LLC 510.00%0.01%0.04%Q3 2014Q3 202210
AlphaCore Capital LLC 730.02%0.10%0.34%Q1 2020Q3 202310
VOYA INVESTMENT MANAGEMENT LLC 610.01%0.02%0.06%Q4 2014Q3 202310
Virtu KCG Holdings LLC 310.00%0.01%0.01%Q3 2013Q2 201710
KCS Wealth Advisory 10100.56%0.86%1.29%Q4 2017Q1 202010
LEVEL FOUR ADVISORY SERVICES, LLC 820.02%0.06%0.08%Q2 2018Q3 202310
CSM Advisors, LLC 10100.15%0.18%0.23%Q2 2021Q3 202310
PRENTISS SMITH & CO INC 10100.02%0.13%0.17%Q4 2017Q1 202010
KEMPER Corp 910.22%0.29%0.36%Q4 2018Q4 202110
Stratos Wealth Partners, LTD. 710.00%0.08%0.16%Q4 2017Q3 202310
DINSMORE CAPITAL MANAGEMENT CO/NJ 10101.16%1.51%2.10%Q2 2013Q3 201510
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.01%Q2 2013Q2 20159
TWO SIGMA SECURITIES, LLC 510.00%0.05%0.09%Q3 2016Q4 20229
BNP Paribas Asset Management Holding S.A. 990.03%0.08%0.13%Q2 2013Q2 20159
OAK HILL ADVISORS LP 990.18%0.62%1.44%Q1 2014Q1 20169
OPPENHEIMER ASSET MANAGEMENT INC. 630.00%0.00%0.00%Q1 2017Q1 20209
Surevest, LLC 610.30%0.64%1.00%Q2 2019Q3 20229
Hoese & Co LLP 990.01%0.01%0.01%Q4 2021Q4 20239
Kestra Advisory Services, LLC 810.01%0.05%0.11%Q3 2020Q3 20239
Citadel Advisors 610.00%0.00%0.00%Q2 2013Q2 20239
Montecito Bank & Trust 990.04%0.05%0.07%Q4 2021Q4 20239
Vectors Research Management, LLC 510.01%0.01%0.02%Q4 2018Q2 20229
First Allied Advisory Services, Inc. 810.00%0.01%0.02%Q1 2016Q3 20199
Nuveen Asset Management, LLC 810.00%0.00%0.00%Q4 2016Q3 20239
Baron Financial Group, LLC 880.02%0.03%0.04%Q3 2020Q2 20228
Seelaus Asset Management LLC 710.79%0.94%1.31%Q1 2021Q3 20238
Crew Capital Management, Ltd. 880.51%0.64%0.74%Q4 2021Q3 20238
SMITH, MOORE & CO. 880.04%0.05%0.06%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.22%3.41%10.00%Q4 2021Q3 20238
Clear Perspective Advisors, LLC 510.04%0.05%0.07%Q4 2016Q3 20198
Amundi 880.07%0.21%0.39%Q4 2021Q3 20238
MONTAG A & ASSOCIATES INC 880.07%0.09%0.10%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
REGIONS FINANCIAL CORP 620.00%0.00%0.01%Q2 2013Q1 20198
Galvin, Gaustad & Stein, LLC 881.44%1.57%1.88%Q4 2021Q3 20238
Phraction Management LLC 880.17%2.31%3.64%Q4 2021Q3 20238
Belpointe Asset Management LLC 620.01%0.01%0.02%Q2 2019Q1 20238
STONEBRIDGE ADVISORS LLC 8849.34%53.15%58.30%Q4 2021Q3 20238
Bowman & Co S.C. 880.50%0.61%0.72%Q4 2021Q3 20238
Western Asset Management Company, LLC 880.76%2.75%3.31%Q4 2021Q3 20238
ALBION FINANCIAL GROUP /UT 880.00%0.00%0.00%Q4 2021Q3 20238
Independent Wealth Network Inc. 880.35%0.42%0.49%Q4 2021Q3 20238
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 620.01%0.04%0.10%Q2 2016Q2 20188
EVERGREEN CAPITAL MANAGEMENT LLC 610.03%0.17%0.28%Q1 2016Q3 20188
McIlrath & Eck, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Horizon Kinetics 880.02%0.03%0.05%Q2 2013Q1 20158
Berger Financial Group, Inc 880.03%0.04%0.05%Q4 2021Q3 20238
First Horizon Advisors, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Asset Dedication, LLC 510.00%0.00%0.00%Q4 2015Q3 20238
Kavar Capital Partners, LLC 620.58%0.70%0.75%Q1 2017Q1 20198
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
LOGAN CAPITAL MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
ISLAY CAPITAL MANAGEMENT, LLC 430.59%0.82%1.06%Q4 2019Q3 20237
Gary Goldberg Planning Services Inc 770.01%0.01%0.01%Q2 2013Q4 20147
SRS Capital Advisors, Inc. 410.00%0.00%0.00%Q3 2018Q1 20227
SUNTRUST BANKS INC 310.00%0.00%0.00%Q2 2013Q4 20177
SIGNET FINANCIAL MANAGEMENT, LLC 770.10%0.14%0.19%Q4 2014Q2 20167
Bison Wealth, LLC 430.00%0.00%0.01%Q4 2019Q2 20227
Compagnie Lombard Odier SCmA 430.00%0.01%0.02%Q1 2015Q4 20167
Coastwise Capital Group, LLC 770.97%1.16%1.39%Q1 2022Q3 20237
GRIES FINANCIAL LLC 520.06%0.08%0.12%Q4 2021Q3 20237
S.A. Mason LLC 510.07%0.09%0.10%Q4 2019Q4 20217
NewEdge Advisors, LLC 610.00%0.00%0.01%Q4 2021Q3 20237
Squar Milner Financial Services LLC 520.02%0.03%0.04%Q2 2018Q1 20207
Bridgeworth, LLC 430.21%0.25%0.28%Q4 2016Q4 20187
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.02%0.02%0.03%Q1 2019Q3 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.01%Q2 2013Q4 20147
Lombard Odier Asset Management (Europe) Ltd 210.03%0.18%0.66%Q4 2013Q4 20197
Legacy Advisors, LLC 430.10%0.14%0.19%Q4 2017Q4 20197
WELLINGTON MANAGEMENT GROUP LLP 660.00%0.00%0.00%Q2 2022Q3 20236
Integrated Wealth Management 660.00%0.02%0.03%Q1 2015Q2 20166
1919 Investment Counsel, LLC 660.00%0.00%0.01%Q2 2013Q3 20146
SIT INVESTMENT ASSOCIATES INC 660.01%0.01%0.01%Q1 2017Q2 20186
Spire Wealth Management 660.00%0.00%0.00%Q2 2022Q3 20236
FLAHERTY & CRUMRINE INC 3316.08%22.00%32.32%Q2 2013Q3 20186
Gradient Investments LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Ameritas Investment Company, LLC 510.04%0.05%0.06%Q1 2019Q3 20206
Vestmark Advisory Solutions, Inc. 660.02%0.02%0.04%Q2 2022Q3 20236
Seven Springs Wealth Group, LLC 660.61%0.92%1.08%Q2 2022Q3 20236
Alken Asset Management Ltd 510.48%1.22%2.58%Q4 2018Q3 20206
RDA Financial Network 660.10%0.12%0.13%Q2 2022Q3 20236
ROWLAND CARMICHAEL ADVISORS INC /ADV 660.02%0.02%0.02%Q3 2019Q4 20206
GPS Wealth Strategies Group, LLC 310.01%0.01%0.01%Q4 2021Q3 20236
NewEdge Wealth, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
WEST PACES ADVISORS INC. 660.00%0.00%0.01%Q3 2021Q4 20226
Hills Bank & Trust Co 660.01%0.02%0.02%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Global Retirement Partners, LLC 510.00%0.00%0.00%Q1 2017Q3 20236
Sowell Financial Services LLC 660.01%0.01%0.01%Q3 2019Q4 20206
ASSET ADVISORS CORP 410.00%0.01%0.01%Q2 2013Q2 20186
OPTIMUM INVESTMENT ADVISORS 420.00%0.01%0.01%Q3 2013Q2 20186
CAMG Solamere Management, LLC 661.33%1.57%1.91%Q4 2016Q1 20186
Blume Capital Management, Inc. 660.02%0.02%0.04%Q4 2016Q1 20186
Cetera Advisors LLC 420.01%0.01%0.01%Q2 2017Q3 20236
Tradewinds Capital Management, LLC 420.01%0.01%0.02%Q4 2019Q1 20226
FLOSSBACH VON STORCH AG 310.02%0.07%0.13%Q1 2015Q1 20176
Financial Architects, Inc 310.00%0.00%0.00%Q3 2016Q1 20196
Sonora Investment Management, LLC 410.00%0.00%0.01%Q4 2017Q3 20206
Concord Wealth Partners 410.00%0.00%0.00%Q4 2021Q3 20236
HC FINANCIAL ADVISORS INC 330.01%0.01%0.01%Q1 2020Q2 20226
MASON STREET ADVISORS, LLC 660.10%0.20%0.29%Q2 2013Q3 20146
A. D. Beadell Investment Counsel, Inc. 330.14%0.16%0.20%Q2 2019Q3 20216
SEI TRUST CO 660.34%0.41%0.46%Q2 2013Q3 20146
Algebris (UK) Ltd 662.05%5.64%8.01%Q2 2017Q3 20186
Coombe, Bender & Co LLC 550.12%0.16%0.18%Q2 2022Q2 20235
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
STEPHENS INC /AR/ 550.03%0.04%0.04%Q1 2019Q1 20205
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 310.02%0.02%0.03%Q1 2019Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.01%Q3 2022Q3 20235
WASHINGTON TRUST Co 410.00%0.00%0.00%Q2 2018Q4 20205
IHT Wealth Management, LLC 550.00%0.01%0.01%Q1 2017Q1 20185
Pinnacle Advisory Group, Inc. 550.02%0.03%0.03%Q4 2016Q4 20175
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20225
EULAV Asset Management 550.02%0.02%0.02%Q2 2013Q2 20145
Westside Investment Management, Inc. 310.00%0.00%0.01%Q4 2017Q2 20195
Global X Management CO LLC 550.06%0.20%0.27%Q2 2017Q2 20185
Cresset Asset Management, LLC 320.00%0.00%0.01%Q2 2022Q3 20235
CENTRAL TRUST Co 550.00%0.00%0.00%Q3 2022Q3 20235
Ellevest, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Journey Advisory Group, LLC 550.03%0.04%0.06%Q2 2022Q2 20235
EAGLE ASSET MANAGEMENT INC 550.02%0.02%0.02%Q2 2017Q2 20185
Grace Capital 210.14%0.36%0.50%Q2 2018Q4 20205
HRT FINANCIAL LP 210.00%0.02%0.06%Q1 2019Q2 20235
Advisory Services Network, LLC 210.00%0.00%0.01%Q3 2018Q4 20225
JFS WEALTH ADVISORS, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Ameritas Advisory Services, LLC 220.01%0.01%0.02%Q1 2022Q1 20234
AGF MANAGEMENT LTD 440.01%0.02%0.02%Q4 2022Q3 20234
F&C Asset Management plc 440.32%0.34%0.38%Q2 2013Q1 20144
Verition Fund Management LLC 210.01%0.47%0.86%Q1 2019Q4 20214
Asset Allocation & Management Company, LLC 440.50%0.56%0.73%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
Leucadia National 440.02%0.04%0.05%Q4 2022Q3 20234
FourThought Financial, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
COMMERCE BANK 440.01%0.01%0.01%Q2 2017Q1 20184
BROWN ADVISORY INC 440.00%0.00%0.00%Q2 2022Q1 20234
Arlington Capital Management, Inc. 441.10%1.66%2.00%Q3 2015Q2 20164
First National Bank of South Miami 440.15%0.15%0.16%Q4 2018Q3 20194
Selective Wealth Management, Inc. 440.02%0.03%0.03%Q4 2021Q3 20224
Edge Capital Group, LLC 310.03%0.03%0.04%Q3 2020Q3 20224
VERTEX ONE ASSET MANAGEMENT INC. 440.08%0.10%0.15%Q1 2018Q4 20184
Heirloom Wealth Management 440.16%0.21%0.30%Q4 2022Q3 20234
Paragon Capital Management LLC 210.03%0.05%0.12%Q1 2018Q1 20204
PIPER SANDLER & CO. 110.00%0.45%1.27%Q1 2014Q2 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sculptor Capital LP 210.03%0.06%0.08%Q1 2015Q3 20204
TCG Advisory Services, LLC 220.08%0.13%0.17%Q2 2022Q2 20234
Jefferies Group LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Amica Retiree Medical Trust 440.10%0.17%0.21%Q4 2018Q3 20194
AMICA MUTUAL INSURANCE CO 440.10%0.18%0.23%Q4 2018Q3 20194
MSI Financial Services Inc 310.00%0.00%0.00%Q1 2015Q2 20164
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q3 2022Q2 20234
TERRIL BROTHERS, INC. 440.62%1.06%1.66%Q4 2018Q3 20194
Peachtree Investment Advisors, Inc. 440.00%0.00%0.00%Q3 2014Q2 20154
Apollo Management Holdings, L.P. 440.01%0.04%0.04%Q4 2013Q3 20144
Edge Wealth Management LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Savior LLC 440.01%0.02%0.02%Q4 2019Q3 20204
Benson Investment Management Company, Inc. 310.75%1.59%2.04%Q2 2017Q3 20204
GUARDIAN POINT CAPITAL, LP 3311.73%14.99%17.42%Q1 2016Q3 20163
Arete Wealth Advisors, LLC 330.02%0.02%0.02%Q3 2022Q1 20233
Psagot Value Holdings Ltd. 330.00%0.00%0.00%Q4 2013Q2 20143
BANK OF THE WEST 210.02%0.02%0.03%Q3 2019Q4 20203
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.01%Q4 2022Q2 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
GoalVest Advisory LLC 330.01%0.01%0.01%Q2 2023Q4 20233
Consolidated Portfolio Review Corp 330.10%0.11%0.12%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Penserra Capital Management LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Glassy Mountain Advisors, Inc. 330.24%0.26%0.28%Q4 2021Q2 20223
Corient Private Wealth LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Westshore Wealth, LLC 330.17%0.18%0.18%Q4 2022Q2 20233
Planning Solutions Group LLC 330.13%0.13%0.14%Q4 2018Q2 20193
Risk Paradigm Group, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
Laurel Wealth Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Simplicity Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Independent Advisor Alliance 330.02%0.02%0.02%Q1 2023Q3 20233
Sanders Capital, LLC 330.04%0.27%0.39%Q4 2010Q2 20113
Jackson Hole Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Laurel Wealth Planning LLC 330.03%0.03%0.04%Q2 2022Q4 20223
Artemis Wealth Advisors, LLC 330.75%1.27%1.63%Q2 2022Q4 20223
QUALCOMM INC/DE 330.36%0.37%0.38%Q2 2013Q4 20133
F/M Investments LLC 111.07%1.55%1.83%Q1 2021Q1 20223
Avantax Planning Partners, Inc. 330.05%0.05%0.06%Q1 2017Q3 20173
Fore Capital, LLC 210.24%1.08%2.37%Q1 2020Q2 20223
Family Management Corp 210.00%0.00%0.00%Q3 2019Q4 20223
FIRST NATIONAL BANK OF OMAHA 330.05%0.07%0.09%Q2 2013Q4 20133
Front Row Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Wambolt & Associates, LLC 330.09%0.12%0.15%Q1 2023Q3 20233
HANCOCK WHITNEY CORP 330.02%0.03%0.03%Q2 2017Q4 20173
Bangor Savings Bank 220.00%0.00%0.00%Q2 2022Q3 20222
AQR Capital Management 110.01%0.02%0.02%Q4 2012Q2 20132
CIBC Private Wealth Group, LLC 110.00%0.00%0.01%Q4 2021Q3 20232
JUPITER ASSET MANAGEMENT LTD 220.23%0.23%0.24%Q4 2017Q1 20182
LINCOLN CAPITAL CORP 221.58%1.61%1.64%Q4 2016Q1 20172
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Stockman Wealth Management, Inc. 110.04%0.07%0.10%Q3 2020Q4 20212
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
GREYSTONE INVESTMENT MANAGEMENT LLC 220.17%0.18%0.19%Q2 2016Q3 20162
Veritable, L.P. 110.01%0.01%0.02%Q1 2016Q2 20202
Laidlaw Wealth Management LLC 220.05%0.06%0.07%Q4 2021Q1 20222
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Perigon Wealth Management, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Bridgewealth Advisory Group, LLC 220.37%0.39%0.40%Q4 2022Q1 20232
Brand Asset Management Group, Inc. 220.04%0.04%0.04%Q2 2018Q3 20182
Penn Capital Management Company, LLC 220.08%0.52%0.95%Q2 2013Q3 20132
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.01%Q2 2017Q2 20232
Savant Capital, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Meristem Family Wealth, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Emerald Acquisition Ltd. 220.01%0.01%0.01%Q2 2016Q3 20162
LDR Capital Management LLC 221.81%1.94%2.08%Q1 2019Q2 20192
Gupta Wealth Management LLC 220.02%0.02%0.02%Q1 2015Q2 20152
MONEY CONCEPTS CAPITAL CORP 110.02%0.02%0.02%Q1 2022Q4 20222
MSF Capital, LLC 110.04%0.05%0.05%Q3 2014Q1 20152
Phocas Financial Corp. 110.00%0.00%0.00%Q2 2019Q4 20222
PENN MUTUAL LIFE INSURANCE CO 225.56%5.80%6.03%Q1 2018Q2 20182
Voya Financial Advisors, Inc. 220.01%0.01%0.02%Q2 2020Q3 20202
UNION SAVINGS BANK 220.02%0.02%0.02%Q2 2023Q3 20232
Advisors Capital Management, LLC 220.11%0.19%0.27%Q1 2016Q2 20162
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2013Q3 20132
DIMENSION CAPITAL MANAGEMENT LLC 220.10%0.10%0.11%Q1 2017Q2 20172
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
NOVARE CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q4 2021Q2 20222
DFPG INVESTMENTS, LLC 220.03%0.04%0.06%Q1 2023Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Columbia Asset Management 110.04%0.05%0.05%Q4 2016Q3 20182
Syverson Strege & Co 110.00%0.01%0.02%Q2 2022Q1 20232
Farther Finance Advisors, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
HB Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cerity Partners LLC 220.00%0.00%0.00%Q4 2022Q1 20232
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.02%0.02%0.03%Q3 2020Q4 20212
CIBC WORLD MARKET INC. 110.00%0.01%0.01%Q1 2016Q2 20192
Stearns Financial Services Group 220.03%0.03%0.03%Q3 2018Q4 20182
Algebris Investments (UK) LLP 220.76%1.40%2.05%Q4 2016Q1 20172
Golden State Wealth Management, LLC 110.01%0.03%0.05%Q3 2019Q1 20202
FIRST HORIZON CORP 220.04%0.04%0.04%Q3 2020Q4 20202
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q1 2022Q2 20222
BlackRock Fund Advisors 220.09%0.10%0.11%Q3 2016Q4 20162
INVESTMENT HOUSE LLC 220.04%0.04%0.04%Q2 2013Q3 20132
VSR Financial Services, Inc. 220.02%0.04%0.05%Q1 2016Q2 20162
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.01%0.01%0.01%Q4 2019Q2 20222
Adams Asset Advisors, LLC 220.08%0.21%0.33%Q3 2019Q4 20192
Quantum Private Wealth, LLC 220.10%0.11%0.11%Q4 2021Q1 20222
BALLAST ADVISORS LLC 110.02%0.02%0.02%Q4 2019Q4 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Pointe Capital Management LLC 110.05%0.05%0.05%Q1 2023Q1 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Cheyne Capital Management (UK) LLP 111.66%1.66%1.66%Q2 2017Q2 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
BANK OF HAWAII 110.02%0.02%0.02%Q4 2015Q4 20151
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Weiss Asset Management LP 110.59%0.59%0.59%Q4 2018Q4 20181
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Bluefin Trading, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Csenge Advisory Group 110.05%0.05%0.05%Q4 2019Q4 20191
L & S Advisors Inc 110.07%0.07%0.07%Q4 2016Q4 20161
Loeb Offshore Management LP 110.48%0.48%0.48%Q3 2013Q3 20131
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2013Q4 20131
Hudock, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Realta Investment Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Gardner Russo & Gardner 110.00%0.00%0.00%Q4 2017Q4 20171
Tarbox Family Office, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Asset Advisors Investment Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Evercore Wealth Management, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Blueport Capital, L.P. 110.11%0.11%0.11%Q4 2016Q4 20161
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
BOK Financial Private Wealth, Inc. 110.08%0.08%0.08%Q2 2017Q2 20171
SYNOVUS FINANCIAL CORP 110.01%0.01%0.01%Q1 2020Q1 20201
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WESPAC Advisors SoCal, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
OBERWEIS ASSET MANAGEMENT INC/ 110.07%0.07%0.07%Q2 2022Q2 20221
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Filbrandt Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Weil Company, Inc. 110.11%0.11%0.11%Q3 2019Q3 20191
I.G. INVESTMENT MANAGEMENT, LTD. 110.01%0.01%0.01%Q2 2013Q2 20131
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q4 2015Q4 20151
Chessman Wealth Strategies RIA 110.03%0.03%0.03%Q3 2018Q3 20181
William Allan Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Barrett Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ionic Capital Management LLC 110.34%0.34%0.34%Q4 2019Q4 20191
iA Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Arbor Wealth Management, LLC 110.36%0.36%0.36%Q4 2021Q4 20211
BTR CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q4 2021Q4 20211
Nicholas Investment Partners, LP 110.53%0.53%0.53%Q2 2020Q2 20201
Tyler-Stone Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
PRELUDE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Timber Creek Capital Management LLC 110.04%0.04%0.04%Q3 2013Q3 20131
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2023Q3 20231
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
Claren Road Asset Management, LLC 1150.95%50.95%50.95%Q2 2017Q2 20171
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
FIRST CITIZENS BANK & TRUST CO 110.02%0.02%0.02%Q4 2021Q4 20211
Weiss Multi-Strategy Advisers LLC 110.08%0.08%0.08%Q3 2017Q3 20171
PALLADIUM PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
InvenTrust Properties Corp. 110.48%0.48%0.48%Q1 2015Q1 20151
PACES FERRY WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Ground Swell Capital, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
Sunbelt Securities, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
AMICA PENSION FUND BOARD OF TRUSTEES 110.10%0.10%0.10%Q4 2018Q4 20181
Activest Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
Meridian Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2016Q3 20161
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Pasadena Private Wealth, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
SHELTON CAPITAL MANAGEMENT 110.20%0.20%0.20%Q3 2020Q3 20201
Teton Advisors, Inc. 110.02%0.02%0.02%Q2 2018Q2 20181
PROFFITT & GOODSON INC 110.00%0.00%0.00%Q2 2020Q2 20201
Lindbrook Capital, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Chiron Investment Management, LLC 110.67%0.67%0.67%Q4 2016Q4 20161
WHALEROCK POINT PARTNERS, LLC 110.84%0.84%0.84%Q2 2021Q2 20211
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Quent Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.03%0.03%0.03%Q4 2021Q4 20211
Mendel Money Management 110.20%0.20%0.20%Q4 2017Q4 20171
PARSONS CAPITAL MANAGEMENT INC/RI 110.00%0.00%0.00%Q1 2015Q1 20151
XR Securities LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Crewe Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Confluence Wealth Management LLC 110.37%0.37%0.37%Q2 2014Q2 20141
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Ballentine Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Equitable Holdings, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Connectus Wealth, LLC 110.78%0.78%0.78%Q3 2022Q3 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Glassman Wealth Services 110.01%0.01%0.01%Q4 2022Q4 20221
Riverview Trust Co 110.16%0.16%0.16%Q3 2023Q3 20231
NWAM LLC 110.10%0.10%0.10%Q3 2012Q3 20121
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cable Hill Partners, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
COHEN & STEERS CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2015Q1 20151
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
McKinley Carter Wealth Services, Inc. 110.03%0.03%0.03%Q3 2016Q3 20161
Sage Capital Management, LLC 111.87%1.87%1.87%Q2 2013Q2 20131
Bienville Capital Management, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Transform Wealth, LLC 110.91%0.91%0.91%Q3 2017Q3 20171
SouthState Corp 110.00%0.00%0.00%Q1 2022Q1 20221
GM Advisory Group, LLC 110.53%0.53%0.53%Q4 2013Q4 20131
Pallas Capital Advisors LLC 110.03%0.03%0.03%Q4 2021Q4 20211
FLOW TRADERS U.S. LLC 110.08%0.08%0.08%Q3 2016Q3 20161
Sugarloaf Wealth Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Wedmont Private Capital 110.05%0.05%0.05%Q1 2022Q1 20221
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This page lists all the filers that currently own WELLS FARGO CO NEW or have owned WELLS FARGO CO NEW in the past.