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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
526
Sigma Planning Corp
Michigan
$307K -$8.53K -393 -3%
LOIM
527
Liberty One Investment Management
Illinois
$306K +$71.3K +3,283 +28%
UCFA
528
United Capital Financial Advisors
Texas
$305K -$164K -7,568 -34%
CCP
529
Corient Capital Partners
California
$300K +$3.76K +173 +1%
XWM
530
Xcel Wealth Management
Florida
$299K – – –
GWM
531
Geneos Wealth Management
Colorado
$297K -$165K -7,594 -35%
CG
532
Caprock Group
Idaho
$296K +$13.2K +609 +4%
MIAN
533
Mariner Independent Advisor Network
Kansas
$294K +$24.1K +1,108 +8%
BC
534
Bridgefront Capital
Texas
$293K -$557K -25,640 -64%
WDC
535
Woodward Diversified Capital
California
$291K +$35.9K +1,655 +13%
MW
536
Marcum Wealth
Ohio
$291K +$80.6K +3,714 +36%
SC
537
Savant Capital
Illinois
$291K +$84.8K +3,907 +38%
WA
538
Winfield Associates
Ohio
$288K – – –
OC
539
Oppenheimer & Co
New York
$283K -$80.2K -3,695 -21%
MIP
540
Marietta Investment Partners
Wisconsin
$277K – – –
CCM
541
Coldstream Capital Management
Washington
$276K +$7.79K +359 +3%
AIP
542
Ameritas Investment Partners
Nebraska
$274K -$20.6K -949 -7%
FMT
543
First Mercantile Trust
Tennessee
$271K -$35.6K -1,640 -11%
PPW
544
Parcion Private Wealth
Washington
$268K – – –
FF
545
FourThought Financial
Florida
$266K -$14K -647 -5%
SWA
546
Stratos Wealth Advisors
Ohio
$264K -$434K -19,988 -61%
FCFC
547
First Citizens Financial Corp
Iowa
$263K – – –
CG
548
Cutler Group
California
$262K +$276K +12,732 New
VFA
549
Valeo Financial Advisors
Indiana
$261K +$105K +4,858 +62%
B
550
Bailard
California
$257K +$270K +12,437 New
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