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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
401
1ST Source Bank
Indiana
$456K -$11.9K -1,006 -3%
AR
402
Advisory Research
Illinois
$452K +$373K +31,420 New
XT
403
XTX Topco
Cayman Islands
$452K -$415K -34,973 -53%
EF
404
Empirical Finance
Pennsylvania
$450K -$15K -1,264 -4%
LA
405
LBP AM
France
$449K +$370K +31,161 New
HWM
406
HB Wealth Management
Georgia
$448K +$150K +12,626 +68%
AAM
407
Advisors Asset Management
Colorado
$447K -$39.2K -3,302 -10%
MOS
408
MGO One Seven
Ohio
$442K +$34.3K +2,887 +10%
MGP
409
Metis Global Partners
California
$436K -$48.8K -4,111 -12%
IAIM
410
International Assets Investment Management
Florida
$436K -$74.4K -6,265 -17%
WAS
411
Wealth Advisory Solutions
Indiana
$434K -$422K -35,575 -54%
GFA
412
Gifford Fong Associates
California
$432K – – –
LCM
413
Logan Capital Management
Pennsylvania
$432K – – –
ORC
414
O'Rourke & Company
Massachusetts
$431K +$57K +4,801 +19%
IPW
415
Impact Partnership Wealth
Georgia
$431K +$67.6K +5,691 +24%
PA
416
Profund Advisors
Maryland
$429K +$86.8K +7,310 +33%
NMIMC
417
Northwestern Mutual Investment Management Company
Wisconsin
$427K +$1.1K +93 +0.3%
SCM
418
Spreng Capital Management
Ohio
$426K -$83.1K -7,000 -19%
VF
419
VitalStone Financial
Texas
$423K +$349K +29,409 New
USAA
420
United Services Automobile Association
Texas
$418K – – –
GAM
421
Groupama Asset Management
France
$416K +$343K +28,897 New
BG
422
Benedetti & Gucer
Georgia
$415K -$15.8K -1,332 -4%
KWA
423
Kingswood Wealth Advisors
California
$413K +$340K +28,647 New
HW
424
Hancock Whitney
Mississippi
$403K -$43.2K -3,637 -12%
LSA
425
Leonteq Securities AG
Switzerland
$399K -$198K -16,694 -38%
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17
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