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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
401
Carnegie Investment Counsel
Ohio
$933K -$106K -4,847 -11%
BJL
402
Brighton Jones LLC
Washington
$927K -$53.2K -2,444 -6%
BPMC
403
Buckland Partners Management Co
New York
$922K – – –
KWA
404
Kingswood Wealth Advisors
California
$922K +$169K +7,745 +24%
CCM
405
Coldstream Capital Management
Washington
$918K +$83.9K +3,849 +11%
AIA
406
Affinity Investment Advisors
California
$914K +$864K +39,640 New
IWC
407
Integrated Wealth Concepts
Massachusetts
$892K +$83.8K +3,845 +11%
BHCM
408
Brevan Howard Capital Management
Jersey
$890K -$2.12M -97,089 -72%
CRC
409
Curi RMB Capital
Illinois
$882K +$24.9K +1,142 +3%
CWA
410
Centennial Wealth Advisory
Michigan
$863K -$343K -15,750 -30%
FPAS
411
Focus Partners Advisor Solutions
Missouri
$862K -$16.7K -765 -2%
PWS
412
Proactive Wealth Strategies
Georgia
$854K +$7.1K +326 +0.9%
GAM
413
Generali Asset Management
Italy
$854K -$930K -42,708 -54%
AGWCA
414
Annis Gardner Whiting Capital Advisors
Florida
$853K +$2.4K +110 +0.3%
FSA
415
Fort Sheridan Advisors
Illinois
$853K – – –
TCOT
416
Trust Company of Toledo
Ohio
$851K -$436 -20 -0.1%
FT
417
Fiduciary Trust
Massachusetts
$850K +$133K +6,121 +20%
SA
418
Sanctuary Advisors
Indiana
$849K -$22K -1,009 -3%
I
419
INVST
Indiana
$843K -$2.85K -131 -0.4%
LCM
420
Landscape Capital Management
New Jersey
$835K -$209K -9,590 -21%
ECM
421
Everence Capital Management
Indiana
$833K – – –
AA
422
Auxano Advisors
Washington
$833K -$58.2K -2,673 -7%
MSE
423
MUFG Securities EMEA
United Kingdom
$831K -$47.5K -2,181 -6%
AFG
424
Atomi Financial Group
New York
$818K +$60.4K +2,774 +8%
IF
425
Intrua Financial
Texas
$815K -$105K -4,815 -12%
15 16
17
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