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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
351
FinTrust Capital Advisors
South Carolina
$18K – – –
HFA
352
HC Financial Advisors
California
$18K – – –
MA
353
MUFG Americas
New York
$16K -$7.57K -235 -30%
SGAM
354
Smith Group Asset Management
Texas
$16K +$13.2K +410 +273%
RFA
355
Reilly Financial Advisors
California
$15K – – –
SFSIG
356
San Francisco Sentry Investment Group
California
$14K -$516 -16 -3%
NFG
357
Next Financial Group
Texas
$14K +$15.9K +493 New
ASN
358
Advisory Services Network
Georgia
$13K +$15.1K +469 New
AWM
359
Adams Wealth Management
Utah
$12K +$13.5K +420 New
GAM
360
Gemmer Asset Management
California
$11K +$7.51K +233 +147%
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
IFAM
362
Institutional & Family Asset Management
Colorado
$10K – – –
SPIA
363
Steward Partners Investment Advisory
New York
$9K -$18.2K -565 -65%
SIM
364
Sonora Investment Management
Arizona
$9K – – –
SNT
365
Security National Trust
West Virginia
$7K – – –
EI
366
Ellevest Inc
New York
$7K +$3.22K +100 +71%
LC
367
Lindbrook Capital
California
$6K – – –
NIC
368
Northwest Investment Counselors
Oregon
$6K +$7.06K +219 New
IA
369
IFP Advisors
Florida
$5K -$1.29K -40 -16%
CFA
370
Carroll Financial Associates
North Carolina
$5K – – –
PO
371
Private Ocean
California
$5K – – –
AA
372
Advisory Alpha
Michigan
$5K +$5.41K +168 New
FHC
373
First Horizon Corporation
Tennessee
$5K +$5.58K +173 New
EW
374
Evoke Wealth
California
$4K -$4.61K -143 -52%
NIM
375
NuWave Investment Management
New Jersey
$4K -$258 -8 -6%
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15
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