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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
501
Anfield Capital Management
California
$7.72K – – –
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.33K – – –
BIA
503
Bell Investment Advisors
California
$7.03K – – –
PWMG
504
Private Wealth Management Group
New Jersey
$6.92K – – –
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$6.91K – – –
SS
506
SBI Securities
Japan
$6.45K +$1.3K +22 +24%
MSFP
507
Mark Sheptoff Financial Planning
Connecticut
$6.31K – – –
MA
508
MCF Advisors
Kentucky
$6.05K +$6.19K +105 New
HCM
509
Hollencrest Capital Management
California
$5.76K – – –
SC
510
SouthState Corp
Florida
$5.47K -$4.18K -71 -43%
AEPWM
511
Atlantic Edge Private Wealth Management
Florida
$5.3K – – –
HNB
512
Huntington National Bank
Ohio
$5.19K – – –
PWMG
513
Prestige Wealth Management Group
New Jersey
$5.01K +$177 +3 +4%
GBT
514
Grove Bank & Trust
Florida
$4.96K – – –
HWP
515
Highline Wealth Partners
California
$4.72K +$4.54K +77 +1,540%
SWM
516
SHP Wealth Management
Massachusetts
$4.61K +$4.71K +80 New
AFC
517
Ares Financial Consulting
California
$4.08K – – –
EWP
518
Elevation Wealth Partners
California
$3.8K +$3.89K +66 New
BBHC
519
Brown Brothers Harriman & Co
New York
$3.46K -$3.48K -59 -50%
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.29K – – –
FC
521
Financial Consulate
Maryland
$3.11K – – –
AW
522
Avion Wealth
Texas
$3K +$530 +9 +20%
AA
523
Addison Advisors
Vermont
$2.54K – – –
WTC
524
WhitTier Trust Company
Nevada
$2.36K – – –
MWM
525
Mosley Wealth Management
California
$2.26K +$2.36K +40 New
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