Wealth Management Services Stocks List Ranked for

Symbol	Grade	Name
CM	A	Canadian Imperial Bank of Commerce
JEF	A	Jefferies Financial Group Inc.
FCNCA	A	First Citizens BancShares, Inc. - Class A
PNFPP	A	Pinnacle Financial Partners, Inc. - Depositary shares of Pinnacle Financial Partners, Inc., each representing a 1/40th Interest in a share of its 6.75% Fixed-Rate Non-Cumulative Perpetual Preferred Stock, Series B
PBFS	A	Pioneer Bancorp, Inc.
HSBC	A	HSBC Holdings, plc.
MFG	A	Mizuho Financial Group, Inc. Sponosred ADR (Japan)
WTFCP	A	Wintrust Financial Corporation - Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 6.875% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series E
WTFCM	A	Wintrust Financial Corporation - Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D
ZIONP	A	Zions Bancorporation N.A. - Depositary Shares each representing a 1/40th ownership interest in a share of Series A Floating-Rate Non-Cumulative Perpetual Preferred Stock

Symbol	Grade	Name	Weight
QABA	B	First Trust NASDAQ ABA Community Bank Index Fund	4.31
KBE	B	SPDR S&P Bank ETF	2.41
KRE	B	SPDR S&P Regional Banking ETF	2.35
KBWR	B	PowerShares KBW Regional Banking Portfolio ETF	2.28
SMLV	B	SPDR Russell 2000 Low Volatility	2.19

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Date	Stock	Title
Nov 19	FCNCA	Squire secures $35M in debt financing from Silicon Valley Bank
Nov 19	CM	Traders Trim Bets on Big Canada Rate Cut After Inflation Uptick
Nov 19	FCNCA	Squire Secures $35 Million in Debt Financing from Silicon Valley Bank
Nov 19	CM	CIBC and The Cognizant Classic in The Palm Beaches announce multi-year partnership
Nov 18	CM	Oil Rises as Geopolitical Tensions Outweigh Weak Market Signals
Nov 17	MFG	Mizuho Financial Group, Inc. 2024 Q2 - Results - Earnings Call Presentation
Nov 17	MFG	Mizuho Financial Group, Inc. (MFG) Q2 2024 Results - Earnings Call Transcript
Nov 15	CM	Oil Snaps Brief Rally as Cooling Geopolitics Trigger Friday Drop
Nov 15	HSBC	Octopus Electric Vehicles helps HSBC UK unlock salary sacrifice for business customers
Nov 15	CM	CIBC Named One of Canada's Top 100 Employers for 13th Straight Year
Nov 15	JEF	Jefferies Financial price target raised to $83 from $73 at Oppenheimer
Nov 15	ZIONP	ZIONS BANCORPORATION PRICES PUBLIC OFFERING OF SUBORDINATED NOTES AND ANNOUNCES ADDITIONAL CAPITAL ACTIONS
Nov 14	MFG	Mizuho to acquire 15% stake in Rakuten Card
Nov 14	JEF	Jefferies Group's Strategic Moves in Q3 2024: A Closer Look at Apple Inc's Impact
Nov 14	MFG	Mizuho Financial Q2 Earnings Preview

Wealth Management Services: Wealth management services are a type of financial service that helps individuals and families manage their financial assets. This includes investments, retirement planning, estate planning, tax planning, and more. Wealth management services are typically provided by a team of financial professionals, such as a financial advisor, accountant, and attorney. The goal of wealth management services is to help clients achieve their financial goals and objectives.