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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
501
Rogco LP
Oklahoma
$9.37K – – –
EW
502
Elyxium Wealth
California
$9.25K +$8.6K +158 New
TSMHT
503
Thurston Springer Miller Herd & Titak
Indiana
$8.78K – – –
MHR
504
Matthew Hamilton Rosenberg
$8.43K – – –
ACM
505
Anfield Capital Management
California
$7.84K – – –
BIA
506
Bell Investment Advisors
California
$7.14K – – –
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.1K – – –
PWMG
508
Private Wealth Management Group
New Jersey
$7.03K -$3.32K -61 -34%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$7.03K – – –
BBHC
510
Brown Brothers Harriman & Co
New York
$6.97K -$8.06K -148 -55%
HCM
511
Hollencrest Capital Management
California
$5.85K – – –
MSFP
512
Mark Sheptoff Financial Planning
Connecticut
$5.85K +$5.45K +100 New
AEPWM
513
Atlantic Edge Private Wealth Management
Florida
$5.39K – – –
SS
514
SBI Securities
Japan
$5.27K -$3K -55 -38%
HNB
515
Huntington National Bank
Ohio
$5.27K -$1.96K -36 -29%
GBT
516
Grove Bank & Trust
Florida
$5.03K – – –
PWMG
517
Prestige Wealth Management Group
New Jersey
$4.92K – – –
AFC
518
Ares Financial Consulting
California
$4.1K +$3.81K +70 New
VWA
519
Valued Wealth Advisors
Utah
$3.88K +$2.18K +40 +154%
FHA
520
Flagship Harbor Advisors
Massachusetts
$3.86K +$3.59K +66 New
OP
521
ORG Partners
Indiana
$3.8K +$3.54K +65 New
LB
522
Legacy Bridge
Iowa
$3.69K +$3.43K +63 New
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.34K – – –
FC
524
Financial Consulate
Maryland
$3.16K +$1.36K +25 +86%
BGAI
525
Bruce G. Allen Investments
Colorado
$2.93K -$817 -15 -23%
19 20
21
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