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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
Silverlake Wealth Management
Vermont
$265K -$2.06K -117 -0.8%
PP
552
Patten & Patten
Tennessee
$261K -$296K -16,850 -53%
SWM
553
SeaCrest Wealth Management
New York
$261K -$31.3K -1,781 -11%
SIC
554
Sterling Investment Counsel
New York
$258K -$2.64K -150 -1%
JF
555
Jump Financial
Illinois
$258K -$4.82M -274,080 -95%
AWM
556
Accurate Wealth Management
Florida
$257K -$29.2K -1,659 -11%
SAI
557
Systematic Alpha Investments
New Jersey
$254K – – –
CAAS
558
Capital Asset Advisory Services
Michigan
$254K -$61.2K -3,481 -21%
KMWM
559
Keudell/Morrison Wealth Management
Oregon
$252K +$41.9K +2,383 +20%
BAM
560
Belpointe Asset Management
Nevada
$247K +$34.1K +1,941 +16%
AF
561
Allworth Financial
California
$247K +$39K +2,216 +19%
MSWM
562
McGlone Suttner Wealth Management
Wisconsin
$247K +$249K +14,156 New
FHA
563
First Horizon Advisors
Tennessee
$247K +$6.38K +363 +3%
SPC
564
Sigma Planning Corp
Michigan
$245K -$21.1K -1,201 -8%
BL
565
Balentine LLC
Georgia
$242K -$114K -6,504 -32%
BG
566
Bollard Group
Massachusetts
$241K -$40.6K -2,309 -14%
MFG
567
Merit Financial Group
Georgia
$240K +$242K +13,777 New
LK
568
Lumbard & Kellner
New Hampshire
$240K – – –
RFA
569
Resurgent Financial Advisors
Georgia
$238K +$241K +13,691 New
BP
570
Ballentine Partners
Massachusetts
$238K +$49.6K +2,818 +26%
TI
571
Tidal Investments
Wisconsin
$237K -$2.46K -140 -1%
SIA
572
Soltis Investment Advisors
Utah
$237K +$51.9K +2,951 +28%
SIM
573
SSI Investment Management
California
$230K – – –
DEA
574
DoubleLine ETF Adviser
Florida
$229K +$232K +13,171 New
RCAG
575
Rehmann Capital Advisory Group
Michigan
$227K +$5.68K +323 +3%
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