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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
501
CM Wealth Advisors
Ohio
$235K +$194K +16,342 New
EOJOAM
502
E. Ohman J:or Asset Management
Sweden
$235K – – –
RA
503
RFG Advisory
Alabama
$234K -$1.73K -146 -0.9%
BSW
504
Buckingham Strategic Wealth
Missouri
$233K +$66.7K +5,616 +53%
CCB
505
Cutter & Co Brokerage
Missouri
$231K -$46.6K -3,924 -20%
APP
506
Avantax Planning Partners
Iowa
$230K +$189K +15,949 New
BJL
507
Brighton Jones LLC
Washington
$227K +$35.7K +3,005 +24%
MFA
508
Mayflower Financial Advisors
Massachusetts
$227K -$985 -83 -0.5%
DEA
509
DoubleLine ETF Adviser
Florida
$226K +$15.3K +1,288 +9%
KCIC
510
Kuhn & Co Investment Counsel
Illinois
$226K +$186K +15,700 New
TPCW
511
TD Private Client Wealth
New York
$225K +$16.3K +1,373 +10%
ZIM
512
Zacks Investment Management
Illinois
$222K -$178K -15,011 -49%
EA
513
Eudaimonia Advisors
Tennessee
$219K -$50.9K -4,289 -22%
HI
514
Horizon Investments
North Carolina
$219K +$16.9K +1,427 +10%
CA
515
CoreCap Advisors
Michigan
$216K +$7.09K +597 +4%
EWM
516
Executive Wealth Management
Michigan
$216K +$178K +15,009 New
JWM
517
Jessup Wealth Management
Ohio
$215K +$2.71K +228 +2%
KI
518
Keystone Investors
Singapore
$215K +$177K +14,915 New
MC
519
Machina Capital
France
$213K +$176K +14,782 New
SAI
520
Systematic Alpha Investments
New Jersey
$210K – – –
MA
521
Mutual Advisors
Nebraska
$207K -$11K -924 -6%
RAG
522
RIA Advisory Group
Iowa
$207K +$73.7K +6,203 New
SIA
523
Soltis Investment Advisors
Utah
$205K +$22.9K +1,932 +16%
CAM
524
Carret Asset Management
New York
$205K -$7.12K -600 -4%
QI
525
Qtron Investments
Massachusetts
$203K – – –
19 20
21
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