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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
BPMC
401
Buckland Partners Management Co
New York
$922K – – –
KWA
402
Kingswood Wealth Advisors
California
$922K +$169K +7,745 +24%
CCM
403
Coldstream Capital Management
Washington
$918K +$83.9K +3,849 +11%
AIA
404
Affinity Investment Advisors
California
$914K +$864K +39,640 New
BHCM
405
Brevan Howard Capital Management
Jersey
$890K -$2.12M -97,089 -72%
CRC
406
Curi RMB Capital
Illinois
$882K +$24.9K +1,142 +3%
CWA
407
Centennial Wealth Advisory
Michigan
$863K -$343K -15,750 -30%
FPAS
408
Focus Partners Advisor Solutions
Missouri
$862K -$16.7K -765 -2%
PWS
409
Proactive Wealth Strategies
Georgia
$854K +$7.1K +326 +0.9%
GAM
410
Generali Asset Management
Italy
$854K -$930K -42,708 -54%
AGWCA
411
Annis Gardner Whiting Capital Advisors
Florida
$853K +$2.4K +110 +0.3%
FSA
412
Fort Sheridan Advisors
Illinois
$853K – – –
TCOT
413
Trust Company of Toledo
Ohio
$851K -$436 -20 -0.1%
FT
414
Fiduciary Trust
Massachusetts
$850K +$133K +6,121 +20%
SA
415
Sanctuary Advisors
Indiana
$849K -$22K -1,009 -3%
I
416
INVST
Indiana
$843K -$2.85K -131 -0.4%
LCM
417
Landscape Capital Management
New Jersey
$835K -$209K -9,590 -21%
ECM
418
Everence Capital Management
Indiana
$833K – – –
AA
419
Auxano Advisors
Washington
$833K -$58.2K -2,673 -7%
MSE
420
MUFG Securities EMEA
United Kingdom
$831K -$47.5K -2,181 -6%
AFG
421
Atomi Financial Group
New York
$818K +$60.4K +2,774 +8%
IF
422
Intrua Financial
Texas
$815K -$105K -4,815 -12%
LOAMS
423
Lombard Odier Asset Management (Switzerland)
Switzerland
$811K -$414K -19,000 -35%
NA
424
Nordwand Advisors
Pennsylvania
$784K – – –
VA
425
Valmark Advisers
Ohio
$783K -$1.25M -57,523 -63%
15 16
17
18 19