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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
551
Jump Financial
Illinois
$258K -$4.82M -274,080 -95%
AWM
552
Accurate Wealth Management
Florida
$257K -$29.2K -1,659 -11%
SAI
553
Systematic Alpha Investments
New Jersey
$254K – – –
CAAS
554
Capital Asset Advisory Services
Michigan
$254K -$61.2K -3,481 -21%
KMWM
555
Keudell/Morrison Wealth Management
Oregon
$252K +$41.9K +2,383 +20%
BAM
556
Belpointe Asset Management
Nevada
$247K +$34.1K +1,941 +16%
AF
557
Allworth Financial
California
$247K +$39K +2,216 +19%
MSWM
558
McGlone Suttner Wealth Management
Wisconsin
$247K +$249K +14,156 New
FHA
559
First Horizon Advisors
Tennessee
$247K +$6.38K +363 +3%
SPC
560
Sigma Planning Corp
Michigan
$245K -$21.1K -1,201 -8%
BL
561
Balentine LLC
Georgia
$242K -$114K -6,504 -32%
BG
562
Bollard Group
Massachusetts
$241K -$40.6K -2,309 -14%
MFG
563
Merit Financial Group
Georgia
$240K +$242K +13,777 New
LK
564
Lumbard & Kellner
New Hampshire
$240K – – –
RFA
565
Resurgent Financial Advisors
Georgia
$238K +$241K +13,691 New
BP
566
Ballentine Partners
Massachusetts
$238K +$49.6K +2,818 +26%
TI
567
Tidal Investments
Wisconsin
$237K -$2.46K -140 -1%
SIA
568
Soltis Investment Advisors
Utah
$237K +$51.9K +2,951 +28%
SIM
569
SSI Investment Management
California
$230K – – –
DEA
570
DoubleLine ETF Adviser
Florida
$229K +$232K +13,171 New
RCAG
571
Rehmann Capital Advisory Group
Michigan
$227K +$5.68K +323 +3%
IP
572
Ignite Planners
California
$225K +$20.9K +1,190 +11%
APA
573
Astoria Portfolio Advisors
New York
$225K +$6.28K +357 +3%
CCA
574
Checchi Capital Advisers
California
$225K +$13.4K +761 +6%
IFU
575
iSAM Funds (UK)
United Kingdom
$221K +$223K +12,683 New
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