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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Accurate Wealth Management
Florida
$207K -$703 -38 -0.3%
BBHC
577
Brown Brothers Harriman & Co
New York
$205K +$123K +6,640 +153%
CCWM
578
Cassaday & Co Wealth Management
Virginia
$205K -$2.22K -120 -1%
SACTSONJ
579
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$204K – – –
AAIS
580
ABN AMRO Investment Solutions
$203K – – –
FFP
581
FourThought Financial Partners
Florida
$200K +$7.22K +390 +4%
KCIC
582
Kuhn & Co Investment Counsel
Illinois
$200K – – –
SWM
583
Seed Wealth Management
Illinois
$200K -$260K -14,023 -57%
FTWA
584
Fifth Third Wealth Advisors
Ohio
$198K +$3.02K +163 +2%
EH
585
Equitable Holdings
New York
$198K +$9.18K +496 +5%
SWA
586
Sax Wealth Advisors
New Jersey
$197K -$9.26K -500 -5%
CA
587
Commerzbank Aktiengesellschaft
Germany
$197K – – –
CA
588
Calton & Associates
Florida
$197K +$148 +8 +0.1%
APP
589
Avantax Planning Partners
Iowa
$197K +$3.59K +194 +2%
AI
590
Atria Investments
North Carolina
$196K -$39.8K -2,151 -17%
HTC
591
Haverford Trust Company
Pennsylvania
$195K -$1.33K -72 -0.7%
PEA
592
Park Edge Advisors
Ohio
$194K – – –
BAM
593
Belpointe Asset Management
Nevada
$194K +$192K +10,376 New
FCA
594
Fortis Capital Advisors
Kansas
$194K +$192K +10,376 New
SWM
595
Silverlake Wealth Management
Vermont
$194K +$19 +1 +0%
CB
596
Chris Bulman
California
$192K +$190K +10,278 New
CC
597
Courier Capital
New York
$191K +$889 +48 +0.5%
BPA
598
Beacon Pointe Advisors
California
$190K +$188K +10,162 New
FMLI
599
Fukoku Mutual Life Insurance
Japan
$189K -$44K -2,375 -19%
SSG
600
Summit Securities Group
New York
$189K +$134K +7,242 +253%
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