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Zions Bancorporation

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
451
Ropes Wealth Advisors
Massachusetts
$45K +$10.8K +200 +31%
WAM
452
Wealthspire Advisors (Maryland)
Maryland
$44K -$4.47K -83 -9%
VFA
453
Valeo Financial Advisors
Indiana
$44K +$4.3K +80 +11%
DOA
454
D'Orazio & Associates
Virginia
$42K
Acadian Asset Management
455
Acadian Asset Management
Massachusetts
$39K
SPIA
456
Steward Partners Investment Advisory
New York
$32K -$129K -2,392 -79%
POIA
457
Pin Oak Investment Advisors
Texas
$32K
S
458
SignatureFD
Georgia
$32K +$33.1K +615 New
SFSIG
459
San Francisco Sentry Investment Group
California
$30K +$377 +7 +1%
Rockefeller Capital Management
460
Rockefeller Capital Management
New York
$29K +$29.7K +552 New
FCM
461
Frontier Capital Management
Massachusetts
$28K
PA
462
Parallel Advisors
California
$28K
APP
463
Avantax Planning Partners
Iowa
$27K +$27.2K +506 New
PCG
464
Private Capital Group
Connecticut
$26K -$21.7K -404 -45%
RFA
465
Reilly Financial Advisors
California
$26K -$5K -93 -16%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$26K
GLI
467
Guardian Life Insurance
New York
$24K -$10.5K -196 -30%
JA
468
JOYN Advisors
Georgia
$22K +$22.1K +410 New
GAM
469
Gemmer Asset Management
California
$21K
CAW
470
Cornerstone Advisors (Washington)
Washington
$17K -$484 -9 -3%
OIA
471
OneDigital Investment Advisors
Kansas
$17K +$753 +14 +5%
IFAM
472
Institutional & Family Asset Management
Colorado
$17K +$17.8K +330 New
FANJ
473
Financial Architects (New Jersey)
New Jersey
$16K -$1.13K -21 -7%
AIM
474
Advantage Investment Management
Iowa
$16K
WIM
475
Westside Investment Management
California
$15.5K +$1.45K +27 +10%