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KeyCorp
KEY

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
501
Conning Inc
Connecticut
$221K -$27.2K -1,870 -12%
MIP
502
Marietta Investment Partners
Wisconsin
$220K – – –
WWM
503
Western Wealth Management
Colorado
$217K -$51.6K -3,545 -21%
DWT
504
Dorsey & Whitney Trust
South Dakota
$216K -$3.09K -212 -2%
EI
505
Ellevest Inc
New York
$215K +$49.3K +3,384 +35%
AWM
506
Altium Wealth Management
New York
$213K – – –
CHA
507
Cooper/Haims Advisors
New York
$209K +$87 +6 +0%
CCP
508
Corient Capital Partners
California
$209K +$7.79K +535 +4%
FCFC
509
First Citizens Financial Corp
Iowa
$209K +$10.9K +750 +6%
CG
510
Caprock Group
Idaho
$209K +$21.3K +1,463 +13%
TCOV
511
Trust Company of Vermont
Vermont
$208K -$21.7K -1,489 -11%
CIC
512
Carnegie Investment Counsel
Ohio
$207K -$29.1K -2,000 -14%
CCM
513
Coldstream Capital Management
Washington
$203K +$180K +12,379 New
TCM
514
Tributary Capital Management
Nebraska
$202K -$7.28K -500 -4%
SPC
515
Sigma Planning Corp
Michigan
$202K +$1.81K +124 +1%
BOH
516
Bank of Hawaii
Hawaii
$201K +$21.4K +1,467 +14%
CL
517
COWA LLC
Oklahoma
$200K +$156K +10,704 New
PPW
518
Parcion Private Wealth
Washington
$197K – – –
GI
519
GAMCO Investors
Connecticut
$196K – – –
KWMG
520
King Wealth Management Group
Florida
$186K -$18.6K -1,275 -10%
GCA
521
Genesee Capital Advisors
New York
$185K +$1.82K +125 +1%
NB
522
NBT Bank
New York
$181K -$126K -8,626 -44%
PRC
523
Pearl River Capital
Michigan
$181K +$161K +11,030 New
SACTSONJ
524
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$179K – – –
SPIA
525
Steward Partners Investment Advisory
New York
$179K +$19.5K +1,339 +14%
19 20
21
22 23