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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
526
Fagan Associates
New York
$312K +$17K +781 +5%
EI
527
Ellevest Inc
New York
$311K +$28.7K +1,321 +10%
AWM
528
Altium Wealth Management
New York
$310K -$3.34K -154 -1%
AT
529
Arden Trust
Delaware
$307K -$110K -5,059 -25%
SPC
530
Sigma Planning Corp
Michigan
$307K -$8.53K -393 -3%
LOIM
531
Liberty One Investment Management
Illinois
$306K +$71.3K +3,283 +28%
UCFA
532
United Capital Financial Advisors
Texas
$305K -$164K -7,568 -34%
CCP
533
Corient Capital Partners
California
$300K +$3.76K +173 +1%
XWM
534
Xcel Wealth Management
Florida
$299K – – –
GWM
535
Geneos Wealth Management
Colorado
$297K -$165K -7,594 -35%
CG
536
Caprock Group
Idaho
$296K +$13.2K +609 +4%
MIAN
537
Mariner Independent Advisor Network
Kansas
$294K +$24.1K +1,108 +8%
BC
538
Bridgefront Capital
Texas
$293K -$557K -25,640 -64%
WDC
539
Woodward Diversified Capital
California
$291K +$35.9K +1,655 +13%
MW
540
Marcum Wealth
Ohio
$291K +$80.6K +3,714 +36%
SC
541
Savant Capital
Illinois
$291K +$84.8K +3,907 +38%
WA
542
Winfield Associates
Ohio
$288K – – –
OC
543
Oppenheimer & Co
New York
$283K -$80.2K -3,695 -21%
MIP
544
Marietta Investment Partners
Wisconsin
$277K – – –
CCM
545
Coldstream Capital Management
Washington
$276K +$7.79K +359 +3%
AIP
546
Ameritas Investment Partners
Nebraska
$274K -$20.6K -949 -7%
FMT
547
First Mercantile Trust
Tennessee
$271K -$35.6K -1,640 -11%
PPW
548
Parcion Private Wealth
Washington
$268K – – –
FF
549
FourThought Financial
Florida
$266K -$14K -647 -5%
SWA
550
Stratos Wealth Advisors
Ohio
$264K -$434K -19,988 -61%
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