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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
401
Everence Capital Management
Indiana
$280K – – –
CWG
402
Cornerstone Wealth Group
North Carolina
$278K +$25.2K +399 +11%
TSS
403
Two Sigma Securities
New York
$276K +$252K +3,993 New
OL
404
Optas LLC
Texas
$274K +$5.61K +89 +2%
BFM
405
Boothbay Fund Management
New York
$273K +$249K +3,942 New
DWM
406
Diversify Wealth Management
Utah
$271K +$63 +1 +0%
DAS
407
Diversify Advisory Services
Utah
$271K +$249K +3,957 New
ETC
408
Exchange Traded Concepts
Oklahoma
$265K -$2.35M -37,288 -91%
EF
409
Empowered Funds
Pennsylvania
$263K -$17K -269 -7%
MGIA
410
Moneta Group Investment Advisors
Missouri
$262K -$18.9K -300 -7%
SPC
411
Sigma Planning Corp
Michigan
$260K -$16K -254 -6%
SFP
412
Shepherd Financial Partners
Massachusetts
$256K +$126 +2 +0.1%
NC
413
nVerses Capital
Florida
$255K -$58.2K -923 -20%
KWA
414
Kingswood Wealth Advisors
California
$252K +$1.95K +31 +0.9%
WAM
415
Walker Asset Management
Missouri
$252K +$1.64K +26 +0.7%
SCA
416
Snowden Capital Advisors
New York
$249K +$226K +3,592 New
FCM
417
Fieldview Capital Management
Michigan
$246K -$510K -8,091 -69%
SMWM
418
Silvia McColl Wealth Management
California
$244K – – –
WCA
419
Westover Capital Advisors
Delaware
$242K – – –
SOW
420
State of Wyoming
Wyoming
$242K -$271K -4,293 -55%
APA
421
Astoria Portfolio Advisors
New York
$240K +$219K +3,472 New
NFP
422
Narus Financial Partners
Utah
$239K +$218K +3,452 New
HCPC
423
Hamilton Capital Partners (Canada)
$238K +$10.2K +162 +5%
MA
424
Mutual Advisors
Nebraska
$237K +$216K +3,424 New
CIA
425
Capital Investment Advisors
Georgia
$236K +$215K +3,415 New
15 16
17
18 19