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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
401
Register Financial Advisors
Georgia
$566K +$500 +27 +0.1%
AAP
402
Arax Advisory Partners
Colorado
$565K +$505K +27,269 +916%
AFG
403
Atomi Financial Group
New York
$565K +$81.6K +4,407 +17%
OFS
404
OneAscent Financial Services
Alabama
$562K -$20.7K -1,117 -4%
GFA
405
Gifford Fong Associates
California
$561K – – –
LCM
406
Logan Capital Management
Pennsylvania
$561K – – –
NMIMC
407
Northwestern Mutual Investment Management Company
Wisconsin
$555K -$32.6K -1,760 -6%
VA
408
Vident Advisory
Georgia
$554K +$39.6K +2,137 +8%
EF
409
Empowered Funds
Pennsylvania
$550K +$293K +15,808 +116%
VI
410
Versor Investments
New York
$549K +$38.6K +2,083 +8%
LI
411
LifeWealth Investments
Florida
$548K +$592 +32 +0.1%
AWM
412
Avior Wealth Management
Nebraska
$547K -$20.9K -1,128 -4%
BEI
413
Benjamin Edwards Inc
Missouri
$547K +$54.5K +2,943 +11%
EFS
414
Essex Financial Services
Connecticut
$547K +$2.17K +117 +0.4%
GWP
415
Gen-Wealth Partners
Michigan
$537K – – –
OAM
416
Oxford Asset Management
United Kingdom
$531K +$526K +28,389 New
PCIA
417
Prime Capital Investment Advisors
Kansas
$524K +$9.07K +490 +2%
IFWM
418
Institute for Wealth Management
Colorado
$521K -$6.02K -325 -1%
HFM
419
Hartford Financial Management
Connecticut
$515K -$5.55K -300 -1%
HH
420
Hilltop Holdings
Texas
$515K +$15.3K +824 +3%
VSQM
421
V-Square Quantitative Management
Illinois
$510K +$19.8K +1,067 +4%
BBVA
422
Banco Bilbao Vizcaya Argentaria
Spain
$510K +$117K +6,316 +30%
IAMOG
423
Investors Asset Management of Georgia
Georgia
$510K +$91.3K +4,933 +22%
MSA
424
MUFG Securities Americas
New York
$508K +$65.9K +3,558 +15%
DWM
425
Dakota Wealth Management
Florida
$508K -$3.37K -182 -0.7%
15 16
17
18 19