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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
526
Ritholtz Wealth Management
New York
$347K +$348K +14,991 New
LK
527
Lumbard & Kellner
New Hampshire
$345K -$1.51M -65,243 -83%
IWC
528
Integrated Wealth Concepts
Massachusetts
$341K +$1.69K +73 +0.5%
FCH
529
Freestone Capital Holdings
Washington
$341K +$342K +14,753 New
SAI
530
Systematic Alpha Investments
New Jersey
$338K – – –
AWA
531
Arete Wealth Advisors
Illinois
$338K +$59.4K +2,558 +22%
XWM
532
Xcel Wealth Management
Florida
$335K – – –
MAM
533
Meeder Asset Management
Ohio
$330K +$86.6K +3,733 +35%
TCM
534
Tributary Capital Management
Nebraska
$328K -$13.9K -600 -4%
JWBC
535
J.W. Burns & Co
New York
$310K -$56.9K -2,450 -15%
MIP
536
Marietta Investment Partners
Wisconsin
$310K – – –
OWA
537
One Wealth Advisors
California
$309K +$310K +13,351 New
GWM
538
Geneos Wealth Management
Colorado
$302K -$28.6K -1,231 -9%
NCA
539
New Century Advisors
Maryland
$302K +$303K +13,070 New
CCP
540
Corient Capital Partners
California
$297K +$8.19K +353 +3%
FCFC
541
First Citizens Financial Corp
Iowa
$295K – – –
LSAG
542
Lake Street Advisors Group
New Hampshire
$293K +$6.87K +296 +2%
CAC
543
Cowen and Company
New York
$287K -$7.26K -313 -2%
FF
544
FourThought Financial
Florida
$286K -$12K -515 -4%
FB
545
Fulton Bank
Pennsylvania
$286K +$25.6K +1,101 +10%
SPC
546
Sigma Planning Corp
Michigan
$285K -$58.6K -2,523 -17%
AIP
547
Ameritas Investment Partners
Nebraska
$282K -$24.4K -1,052 -8%
SIC
548
Sterling Investment Counsel
New York
$282K +$283K +12,208 New
WS
549
Wedbush Securities
California
$279K -$10.8K -466 -4%
BBA
550
BLB&B Advisors
Pennsylvania
$277K -$9.1K -392 -3%
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