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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
526
Freestone Capital Holdings
Washington
$341K +$342K +14,753 New
SAI
527
Systematic Alpha Investments
New Jersey
$338K – – –
AWA
528
Arete Wealth Advisors
Illinois
$338K +$59.4K +2,558 +22%
XWM
529
Xcel Wealth Management
Florida
$335K – – –
MAM
530
Meeder Asset Management
Ohio
$330K +$86.6K +3,733 +35%
TCM
531
Tributary Capital Management
Nebraska
$328K -$13.9K -600 -4%
JWBC
532
J.W. Burns & Co
New York
$310K -$56.9K -2,450 -15%
MIP
533
Marietta Investment Partners
Wisconsin
$310K – – –
OWA
534
One Wealth Advisors
California
$309K +$310K +13,351 New
GWM
535
Geneos Wealth Management
Colorado
$302K -$28.6K -1,231 -9%
NCA
536
New Century Advisors
Maryland
$302K +$303K +13,070 New
CCP
537
Corient Capital Partners
California
$297K +$8.19K +353 +3%
FCFC
538
First Citizens Financial Corp
Iowa
$295K – – –
LSAG
539
Lake Street Advisors Group
New Hampshire
$293K +$6.87K +296 +2%
CAC
540
Cowen and Company
New York
$287K -$7.26K -313 -2%
FF
541
FourThought Financial
Florida
$286K -$12K -515 -4%
FB
542
Fulton Bank
Pennsylvania
$286K +$25.6K +1,101 +10%
SPC
543
Sigma Planning Corp
Michigan
$285K -$58.6K -2,523 -17%
AIP
544
Ameritas Investment Partners
Nebraska
$282K -$24.4K -1,052 -8%
SIC
545
Sterling Investment Counsel
New York
$282K +$283K +12,208 New
WS
546
Wedbush Securities
California
$279K -$10.8K -466 -4%
BBA
547
BLB&B Advisors
Pennsylvania
$277K -$9.1K -392 -3%
C
548
CEDRUS
Colorado
$276K +$277K +11,952 New
WWM
549
Western Wealth Management
Colorado
$274K +$273K +11,782 New
CWS
550
Confluence Wealth Services
Pennsylvania
$270K +$272K +11,711 New
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