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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
426
Advisornet Financial
Minnesota
$7.72K +$361 +10 +6%
JWA
427
JFS Wealth Advisors
Pennsylvania
$7.24K +$1.01K +28 +20%
KWAG
428
Kiely Wealth Advisory Group
North Carolina
$6.63K +$5.42K +150 New
CJ
429
Caitlin John
Michigan
$6.45K +$5.31K +147 New
BIA
430
Bell Investment Advisors
California
$6.1K -$1.23K -34 -20%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$5.92K – – –
SFA
432
Semmax Financial Advisors
North Carolina
$5.78K +$5.31K +147 New
BONH
433
Bank of New Hampshire
New Hampshire
$5.48K -$6.32K -175 -58%
FFO
434
Fortitude Family Office
Arizona
$5.18K +$4.26K +118 New
RIL
435
Rothschild Investment LLC
Illinois
$5.09K +$4.19K +116 New
LWCFA
436
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.03K – – –
PTC
437
Private Trust Company
Ohio
$4.87K – – –
HCM
438
Hollencrest Capital Management
California
$4.39K – – –
AEPWM
439
Atlantic Edge Private Wealth Management
Florida
$4.04K +$3.32K +92 New
RS
440
Rakuten Securities
Japan
$3.77K +$3.11K +86 New
PWMG
441
Prestige Wealth Management Group
New Jersey
$3.69K – – –
WT
442
Whittier Trust
California
$3.51K -$3K -83 -51%
VWM
443
Venturi Wealth Management
Texas
$3.25K -$2.31K -64 -46%
LIWM
444
Long Island Wealth Management
New York
$3K +$2.17K +60 New
LF
445
Lee Financial
Texas
$2.98K +$2.46K +68 New
VWA
446
Valued Wealth Advisors
Utah
$2.86K +$2.96K +82 New
CIA
447
Cape Investment Advisory
Georgia
$2.19K – – –
BGAI
448
Bruce G. Allen Investments
Colorado
$2.06K +$1.7K +47 New
PCMC
449
Planning Capital Management Corporation
Pennsylvania
$2.06K +$1.7K +47 New
VNA
450
Valley National Advisers
Pennsylvania
$2K +$1.99K +55 New
16 17
18
19 20