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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
ECSS
501
Eurizon Capital SGR SpA
$22.5K – – –
CT
502
Clearstead Trust
Maine
$22.2K – – –
MCM
503
MV Capital Management
Maryland
$21.5K – – –
DB
504
Danske Bank
Denmark
$20.8K – – –
TCM
505
Triumph Capital Management
Colorado
$20.8K – – –
BWS
506
Buck Wealth Strategies
Colorado
$20.5K +$18.7K +297 New
NWMP
507
Noble Wealth Management PBC
Colorado
$19.7K – – –
AAG
508
Accordant Advisory Group
Maryland
$18.8K – – –
RF
509
Rossby Financial
Florida
$18.5K +$7.5K +119 +80%
BWA
510
Basecamp Wealth Advisors
Washington
$18.3K – – –
APFP
511
Action Point Financial Planning
Michigan
$16.8K +$15.5K +246 New
MAS
512
MPWM Advisory Solutions
Georgia
$16.5K +$126 +2 +0.8%
CMA
513
Cedar Mountain Advisors
Oregon
$15.3K – – –
CFD
514
Creative Financial Designs
Indiana
$14.4K – – –
JWA
515
JFS Wealth Advisors
Pennsylvania
$12.7K +$378 +6 +3%
VWA
516
Valued Wealth Advisors
Utah
$12.2K +$126 +2 +1%
APW
517
Allied Private Wealth
Florida
$12.1K +$11K +175 New
JWM
518
JPL Wealth Management
Colorado
$11.8K -$630 -10 -6%
TM
519
Torren Management
California
$11.8K – – –
BA
520
Blueline Advisors
New Hampshire
$11.4K +$10.4K +165 New
RL
521
Rogco LP
Oklahoma
$11.1K – – –
BGAI
522
Bruce G. Allen Investments
Colorado
$10.4K – – –
TSMHT
523
Thurston Springer Miller Herd & Titak
Indiana
$10.4K – – –
MHR
524
Matthew Hamilton Rosenberg
$9.96K – – –
HWP
525
Highline Wealth Partners
California
$9.48K +$3.47K +55 +67%
19 20
21
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