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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
526
Caldwell Sutter Capital
California
$2.25K – – –
RCM
527
Raleigh Capital Management
North Carolina
$2.25K +$2.3K +39 New
OC
528
Oakworth Capital
Alabama
$2.02K – – –
KG
529
Kilter Group
New York
$2.02K +$1.41K +24 +218%
BH
530
Burk Holdings
Oklahoma
$2.02K +$2.06K +35 New
CAL
531
Capital Advisors Ltd
Ohio
$2K – – –
RWM
532
Rialto Wealth Management
New York
$1.56K +$589 +10 +59%
MSWM
533
Mowery & Schoenfeld Wealth Management
Illinois
$1.45K – – –
FHC
534
First Horizon Corporation
Tennessee
$1.44K – – –
BHWM
535
Bay Harbor Wealth Management
Maryland
$1.44K +$766 +13 +108%
CPG
536
Cornerstone Planning Group
New Jersey
$1.33K +$766 +13 +144%
SWM
537
Spire Wealth Management
Virginia
$1.27K – – –
DF
538
Dunhill Financial
United Kingdom
$1.22K +$118 +2 +11%
SHIM
539
Stone House Investment Management
Pennsylvania
$1.15K – – –
OAJ
540
Ogorek Anthony Joseph
New York
$1K – – –
CAL
541
Capital Analysts LLC
Pennsylvania
$1K +$943 +16 New
CFM
542
Cornerstone Financial Management
Massachusetts
$980 – – –
HFS
543
Hughes Financial Services
Virginia
$691 – – –
HIA
544
HFM Investment Advisors
New Jersey
$634 – – –
NSIM
545
North Star Investment Management
Illinois
$576 -$589 -10 -50%
VWM
546
Vermillion Wealth Management
Minnesota
$576 +$589 +10 New
GIA
547
GHP Investment Advisors
Colorado
$519 +$530 +9 New
IWS
548
Intentional Wealth Strategies
Colorado
$461 +$471 +8 New
NB
549
NBT Bank
New York
$461 +$471 +8 New
TFA
550
Transamerica Financial Advisors
Florida
$444 -$59 -1 -13%
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