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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
M
601
Mirova
France
$29K – – –
SIM
602
Sonora Investment Management
Arizona
$28K -$18.5K -1,593 -41%
WB
603
Webster Bank
Connecticut
$26K – – –
MSFP
604
Mark Sheptoff Financial Planning
Connecticut
$26K +$12.8K +1,100 +110%
BCWM
605
Bartlett & Co Wealth Management
Ohio
$25.2K -$12K -1,033 -33%
BC
606
Bartlett & Co
Ohio
$25K -$12K -1,033 -33%
ACM
607
AUA Capital Management
Pennsylvania
$24K – – –
JPLA
608
Joseph P. Lucia & Associates
New York
$24K – – –
HR
609
Howe & Rusling
New York
$24K +$372 +32 +2%
CAN
610
Cetera Advisor Networks
California
$24K +$22.7K +1,950 New
FQ
611
First Quadrant
California
$23K – – –
SIAS
612
Shine Investment Advisory Services
Colorado
$23K – – –
HIA
613
Harbor Investment Advisory
Maryland
$20K – – –
TF
614
Tompkins Financial
New York
$20K – – –
VCM
615
Versant Capital Management
Arizona
$20K +$523 +45 +3%
NIT
616
NumerixS Investment Technologies
British Columbia, Canada
$19K -$389K -33,484 -95%
AIM
617
Anchor Investment Management
South Carolina
$18.3K – – –
AIC
618
Archer Investment Corporation
Indiana
$18.3K – – –
TF
619
TimeScale Financial
Massachusetts
$18K – – –
CB
620
Community Bank
New York
$18K +$5.81K +500 +52%
FRA
621
Front Row Advisors
California
$17K -$279 -24 -2%
WLPWM
622
Walled Lake Planning & Wealth Management
Illinois
$16K -$2.17M -186,856 -99%
MDCM
623
Morgan Dempsey Capital Management
Wisconsin
$16K -$1.93K -166 -11%
PFBT
624
Parkside Financial Bank & Trust
Missouri
$16K -$476 -41 -3%
SCM
625
Silvant Capital Management
Georgia
$16K – – –
23 24
25
26 27