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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$31K +$3.83K +93 +15%
PA
402
Parallel Advisors
California
$31K +$6.79K +165 +32%
RWA
403
Ropes Wealth Advisors
Massachusetts
$29K -$782 -19 -3%
SGAM
404
Smith Group Asset Management
Texas
$27K -$824 -20 -3%
RFA
405
Reilly Financial Advisors
California
$26K – – –
PFBT
406
Parkside Financial Bank & Trust
Missouri
$22K +$1.28K +31 +7%
SFSIG
407
San Francisco Sentry Investment Group
California
$22K +$20.9K +508 New
FMP
408
Financial Management Professionals
Texas
$21K – – –
GLI
409
Guardian Life Insurance
New York
$20K -$13.6K -331 -42%
WT
410
Whittier Trust
California
$18K – – –
VCM
411
Versant Capital Management
Arizona
$17K -$700 -17 -4%
GAM
412
Gemmer Asset Management
California
$17K – – –
PCM
413
Prelude Capital Management
New York
$16K +$15.2K +370 New
CAW
414
Cornerstone Advisors (Washington)
Washington
$15K – – –
FANJ
415
Financial Architects (New Jersey)
New Jersey
$15K +$1.69K +41 +14%
OIA
416
OneDigital Investment Advisors
Kansas
$14K +$12.9K +313 New
WTC
417
WhitTier Trust Company
Nevada
$13K – – –
AIM
418
Advantage Investment Management
Iowa
$13K +$12.4K +300 New
WIM
419
Westside Investment Management
California
$12.2K +$988 +24 +10%
CBOA
420
Commonwealth Bank of Australia
Australia
$11K – – –
HR
421
Howe & Rusling
New York
$11K +$535 +13 +6%
IUHSA
422
Itau Unibanco Holding S.A.
Brazil
$11K +$2.06K +50 +25%
CCMW
423
Cypress Capital Management (Wyoming)
Wyoming
$10.3K -$156K -3,790 -94%
AIL
424
AGF Investments LLC
Ontario, Canada
$10K – – –
SNT
425
Security National Trust
West Virginia
$10K – – –
15 16
17
18 19