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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
426
Wilmington Savings Fund Society
Delaware
$14.5K – – –
FFO
427
Fortitude Family Office
Arizona
$13.8K +$6.9K +147 +125%
DIP
428
DT Investment Partners
Pennsylvania
$13.5K – – –
WA
429
WPG Advisers
Maryland
$12.9K +$1.36K +29 +13%
CT
430
Clearstead Trust
Maine
$12.2K +$3.75K +80 +52%
MAS
431
MPWM Advisory Solutions
Georgia
$12K +$94 +2 +0.9%
CFD
432
Creative Financial Designs
Indiana
$10.8K – – –
SC
433
SouthState Corp
Florida
$10.7K -$2.06K -44 -18%
GM
434
GeoWealth Management
Illinois
$10.6K +$9.62K +205 New
BF
435
BOK Financial
Oklahoma
$10.6K +$9.57K +204 New
SPF
436
South Plains Financial
Texas
$10.4K – – –
PWMG
437
Private Wealth Management Group
New Jersey
$9.4K – – –
TWD
438
True Wealth Design
Ohio
$9.35K -$29.3K -624 -78%
FHA
439
First Horizon Advisors
Tennessee
$9.3K – – –
RL
440
Rogco LP
Oklahoma
$8.31K – – –
TPWA
441
Twin Peaks Wealth Advisors
California
$7.87K +$6.94K +148 New
TSMHT
442
Thurston Springer Miller Herd & Titak
Indiana
$7.79K – – –
MHR
443
Matthew Hamilton Rosenberg
$7.48K – – –
SS
444
SBI Securities
Japan
$7.27K – – –
ACM
445
Anfield Capital Management
California
$6.96K – – –
JWA
446
JFS Wealth Advisors
Pennsylvania
$6.39K -$235 -5 -4%
BIA
447
Bell Investment Advisors
California
$6.34K -$188 -4 -3%
LWCFA
448
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.23K – – –
SWM
449
Spire Wealth Management
Virginia
$6.18K -$2.16K -46 -28%
HNB
450
Huntington National Bank
Ohio
$5.92K -$1.45K -31 -21%
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