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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
401
Octavia Wealth Advisors
Ohio
$516K -$100K -6,329 -17%
ORC
402
O'Rourke & Company
Massachusetts
$512K +$936 +59 +0.2%
GFA
403
Gifford Fong Associates
California
$503K – – –
LCM
404
Logan Capital Management
Pennsylvania
$503K – – –
MGP
405
Metis Global Partners
California
$502K +$6.22K +392 +1%
PAM
406
Panagora Asset Management
Massachusetts
$498K -$238 -15 -0.1%
FLPIM
407
F.L. Putnam Investment Management
Massachusetts
$495K +$85.2K +5,367 +45%
NMIMC
408
Northwestern Mutual Investment Management Company
Wisconsin
$493K -$9.36K -590 -2%
OFS
409
OneAscent Financial Services
Alabama
$492K +$466K +29,401 New
A
410
AlphaQuest
New York
$487K -$2.29M -144,406 -83%
ACM
411
AlphaStar Capital Management
North Carolina
$477K +$114K +7,176 +34%
LA
412
LBP AM
France
$474K – – –
IFWM
413
Institute for Wealth Management
Colorado
$472K +$10.3K +650 +2%
SAM
414
Shell Asset Management
Netherlands
$471K +$446K +28,103 New
SYBT
415
Stock Yards Bank & Trust
Kentucky
$471K -$155K -9,800 -26%
SPIA
416
Steward Partners Investment Advisory
New York
$471K +$7.77K +490 +2%
DWM
417
Dakota Wealth Management
Florida
$470K +$952 +60 +0.2%
SSG
418
Summit Securities Group
New York
$467K -$682K -43,000 -61%
HFM
419
Hartford Financial Management
Connecticut
$467K – – –
MW
420
Marcum Wealth
Ohio
$463K -$124K -7,824 -22%
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$460K -$46.5K -2,932 -10%
PA
422
Profund Advisors
Maryland
$459K +$78.4K +4,939 +22%
HW
423
Hancock Whitney
Mississippi
$458K -$190 -12 -0%
GCP
424
GSA Capital Partners
United Kingdom
$456K -$306K -19,287 -41%
FAIM
425
Financial Advocates Investment Management
Washington
$450K +$9.55K +602 +2%
15 16
17
18 19