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Zions Bancorporation
ZION

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Mosley Wealth Management
California
$2.26K +$2.36K +40 New
CSC
527
Caldwell Sutter Capital
California
$2.25K – – –
RCM
528
Raleigh Capital Management
North Carolina
$2.25K +$2.3K +39 New
OC
529
Oakworth Capital
Alabama
$2.02K – – –
KG
530
Kilter Group
New York
$2.02K +$1.41K +24 +218%
BH
531
Burk Holdings
Oklahoma
$2.02K +$2.06K +35 New
CAL
532
Capital Advisors Ltd
Ohio
$2K – – –
RWM
533
Rialto Wealth Management
New York
$1.56K +$589 +10 +59%
MSWM
534
Mowery & Schoenfeld Wealth Management
Illinois
$1.45K – – –
FHC
535
First Horizon Corporation
Tennessee
$1.44K – – –
BHWM
536
Bay Harbor Wealth Management
Maryland
$1.44K +$766 +13 +108%
CPG
537
Cornerstone Planning Group
New Jersey
$1.33K +$766 +13 +144%
SWM
538
Spire Wealth Management
Virginia
$1.27K – – –
DF
539
Dunhill Financial
United Kingdom
$1.22K +$118 +2 +11%
SHIM
540
Stone House Investment Management
Pennsylvania
$1.15K – – –
OAJ
541
Ogorek Anthony Joseph
New York
$1K – – –
CAL
542
Capital Analysts LLC
Pennsylvania
$1K +$943 +16 New
CFM
543
Cornerstone Financial Management
Massachusetts
$980 – – –
HFS
544
Hughes Financial Services
Virginia
$691 – – –
HIA
545
HFM Investment Advisors
New Jersey
$634 – – –
NSIM
546
North Star Investment Management
Illinois
$576 -$589 -10 -50%
VWM
547
Vermillion Wealth Management
Minnesota
$576 +$589 +10 New
GIA
548
GHP Investment Advisors
Colorado
$519 +$530 +9 New
IWS
549
Intentional Wealth Strategies
Colorado
$461 +$471 +8 New
NB
550
NBT Bank
New York
$461 +$471 +8 New
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