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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PE
601
PCM Encore
Colorado
$285K -$3.29K -151 -1%
VFA
602
Valeo Financial Advisors
Indiana
$285K +$14K +643 +5%
FBT
603
First Bank & Trust
South Dakota
$284K – – –
PA
604
Profund Advisors
Maryland
$283K -$15.3K -702 -5%
ZIM
605
Zacks Investment Management
Illinois
$282K +$27.9K +1,282 +12%
JTWM
606
Jackson Thornton Wealth Management
Alabama
$282K +$267K +12,241 New
WS
607
Wedbush Securities
California
$282K +$24.6K +1,128 +10%
MWM
608
Maridea Wealth Management
New York
$279K +$263K +12,090 New
FPW
609
Flywheel Private Wealth
California
$277K – – –
IRC
610
Investors Research Corp
Georgia
$277K – – –
BAM
611
Belpointe Asset Management
Nevada
$276K +$5.86K +269 +2%
FCA
612
Fortis Capital Advisors
Kansas
$276K +$5.86K +269 +2%
SL
613
Sentinus LLC
Illinois
$276K +$3.57K +164 +1%
DDPIC
614
Deroy & Devereaux Private Investment Counsel
Michigan
$272K – – –
LK
615
Lumbard & Kellner
New Hampshire
$265K – – –
GI
616
GAMCO Investors
Connecticut
$265K – – –
PPW
617
Parcion Private Wealth
Washington
$263K -$11.1K -510 -4%
SC
618
Syon Capital
California
$263K +$4.77K +219 +2%
NL
619
NWAM LLC
Washington
$263K -$61.4K -2,818 -20%
EI
620
Ellevest Inc
New York
$260K -$59.1K -2,713 -19%
IAA
621
Independent Advisor Alliance
North Carolina
$259K -$7.54K -346 -3%
SW
622
Simplicity Wealth
New Jersey
$255K +$241K +11,053 New
FC
623
Farringdon Capital
United Kingdom
$253K -$2.06M -94,378 -90%
OIA
624
OneDigital Investment Advisors
Kansas
$253K +$239K +10,984 New
CF
625
Centaurus Financial
California
$253K -$3.07K -141 -1%
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