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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
426
Baystate Wealth Management
Massachusetts
$39K – – –
ARMT
427
Amica Retiree Medical Trust
Rhode Island
$39K +$39.2K +848 New
DWM
428
Doyle Wealth Management
Florida
$38K +$38.3K +827 New
MS
429
Mizuho Securities
Japan
$37K -$32.4K -700 -47%
DOA
430
D'Orazio & Associates
Virginia
$37K – – –
SPIA
431
Steward Partners Investment Advisory
New York
$35K +$35.9K +775 New
CAW
432
Cornerstone Advisors (Washington)
Washington
$33K +$1.62K +35 +5%
SGAM
433
Smith Group Asset Management
Texas
$29K -$925 -20 -3%
FCA
434
FinTrust Capital Advisors
South Carolina
$28K – – –
RWA
435
Ropes Wealth Advisors
Massachusetts
$28K – – –
FIB
436
First Interstate Bank
Montana
$27K – – –
SFSIG
437
San Francisco Sentry Investment Group
California
$27K – – –
HPC
438
HM Payson & Co
Maine
$26K +$26.4K +570 New
PCG
439
Private Capital Group
Connecticut
$25K -$32.1K -694 -59%
GLI
440
Guardian Life Insurance
New York
$25K – – –
TCOV
441
Trust Company of Vermont
Vermont
$25K +$3.47K +75 +16%
ASN
442
Advisory Services Network
Georgia
$23K -$27.5K -594 -54%
RFA
443
Reilly Financial Advisors
California
$23K – – –
NFG
444
Next Financial Group
Texas
$23K +$22.8K +493 New
PA
445
Parallel Advisors
California
$22K – – –
TF
446
TimeScale Financial
Massachusetts
$20K +$20.2K +436 New
LC
447
Lindbrook Capital
California
$19K – – –
IFAM
448
Institutional & Family Asset Management
Colorado
$15K – – –
AIM
449
Advantage Investment Management
Iowa
$14K – – –
OIA
450
OneDigital Investment Advisors
Kansas
$14K – – –
16 17
18
19 20