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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
351
HC Financial Advisors
California
$21K – – –
FCA
352
FinTrust Capital Advisors
South Carolina
$20K – – –
RFA
353
Reilly Financial Advisors
California
$17K – – –
SFSIG
354
San Francisco Sentry Investment Group
California
$17K +$570 +18 +4%
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$2.03K +64 +23%
TF
356
TimeScale Financial
Massachusetts
$11K -$3.17K -100 -23%
IFAM
357
Institutional & Family Asset Management
Colorado
$11K – – –
SIM
358
Sonora Investment Management
Arizona
$10K +$9.5K +300 New
CWP
359
CFM Wealth Partners
Texas
$9K -$57.6K -1,820 -87%
LWM
360
Lenox Wealth Management
Ohio
$9K -$2.44K -77 -21%
EW
361
Evoke Wealth
California
$9K +$2.85K +90 +49%
CFG
362
Citizens Financial Group
Rhode Island
$8K – – –
SNT
363
Security National Trust
West Virginia
$8K – – –
IA
364
IFP Advisors
Florida
$8K +$2.31K +73 +41%
BL
365
Balentine LLC
Georgia
$7K -$2.85K -90 -29%
LC
366
Lindbrook Capital
California
$7K -$855 -27 -12%
WT
367
Whittier Trust
California
$6K -$31.9K -1,007 -86%
CI
368
CX Institutional
Indiana
$6K -$8.39K -265 -61%
CFA
369
Carroll Financial Associates
North Carolina
$6K – – –
LWA
370
Lenox Wealth Advisors
New York
$6K +$2.91K +92 +126%
NIM
371
NuWave Investment Management
New Jersey
$5K -$135K -4,250 -97%
GAM
372
Gemmer Asset Management
California
$5K -$1.71K -54 -25%
EI
373
Ellevest Inc
New York
$5K -$855 -27 -16%
PO
374
Private Ocean
California
$5K – – –
GWS
375
Glassman Wealth Services
Virginia
$5K +$3.13K +99 +275%
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15
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