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KeyCorp
KEY

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
551
Lumbard & Kellner
New Hampshire
$237K – – –
SFA
552
Sequoia Financial Advisors
Ohio
$231K -$99.7K -5,160 -28%
MIP
553
Marietta Investment Partners
Wisconsin
$231K – – –
CWM
554
Calamos Wealth Management
Illinois
$228K -$35.6K -1,840 -12%
SIM
555
SSI Investment Management
California
$228K – – –
CCA
556
Checchi Capital Advisers
California
$228K +$36.5K +1,890 +18%
CWA
557
Carolina Wealth Advisors
South Carolina
$227K +$42.5K +2,196 +20%
NCA
558
New Century Advisors
Maryland
$225K – – –
SPC
559
Sigma Planning Corp
Michigan
$225K +$4K +207 +2%
LSAG
560
Lake Street Advisors Group
New Hampshire
$225K +$10K +519 +4%
GWM
561
Geneos Wealth Management
Colorado
$221K -$3.33K -172 -1%
WI
562
WrapManager Inc
California
$221K +$248K +12,831 New
FCFC
563
First Citizens Financial Corp
Iowa
$220K – – –
BC
564
Burney Company
Virginia
$216K -$2.36M -122,240 -91%
RC
565
RegentAtlantic Capital
New Jersey
$215K +$54.9K +2,841 +30%
JWS
566
Juncture Wealth Strategies
Arizona
$214K +$41.3K +2,138 +21%
FF
567
FourThought Financial
Florida
$213K – – –
BAM
568
Belpointe Asset Management
Nevada
$211K +$26.4K +1,364 +13%
AIP
569
Ameritas Investment Partners
Nebraska
$210K – – –
CI
570
Cigna Investments
Connecticut
$209K -$81.6K -4,220 -26%
QT
571
Quantamental Technologies
New York
$208K +$234K +12,086 New
BBA
572
BLB&B Advisors
Pennsylvania
$207K – – –
AAM
573
Ascension Asset Management
New York
$207K +$232K +12,014 New
RCAG
574
Rehmann Capital Advisory Group
Michigan
$207K +$19.9K +1,032 +9%
CWS
575
Confluence Wealth Services
Pennsylvania
$206K +$483 +25 +0.2%
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