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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$97K +$15.2K +897 +13%
BF
602
BOK Financial
Oklahoma
$88.6K -$221K -13,093 -65%
AWM
603
AllSquare Wealth Management
New York
$87.9K – – –
QCG
604
Quadrant Capital Group
Ohio
$86.1K -$33.1K -1,959 -22%
CSC
605
Caldwell Sutter Capital
California
$85.3K +$115K +6,815 New
HFS
606
Hantz Financial Services
Michigan
$82K -$4.18M -247,417 -97%
HCM
607
Highlander Capital Management
New Jersey
$82K – – –
HIA
608
Harbor Investment Advisory
Maryland
$81.6K – – –
SIC
609
SJS Investment Consulting
Ohio
$76.4K -$169 -10 -0.2%
TCWA
610
Ten Capital Wealth Advisors
Washington
$76.4K +$103K +6,100 New
SCA
611
Sander Capital Advisors
Washington
$76K +$96.5K +5,715 New
PA
612
Parallel Advisors
California
$73.6K -$18.6K -1,101 -16%
PTC
613
Private Trust Company
Ohio
$73.3K -$25.5K -1,508 -20%
GEA
614
Glen Eagle Advisors
New Jersey
$72.6K – – –
T
615
TOBAM
France
$71K +$47K +2,783 +97%
MCM
616
Manchester Capital Management
Vermont
$66.1K -$2.48K -147 -3%
AWM
617
Accel Wealth Management
Iowa
$65.9K +$1.32K +78 +2%
HI
618
Harbour Investments
Wisconsin
$65.1K -$32.1K -1,902 -27%
AF
619
Advisornet Financial
Minnesota
$64.6K -$92.6K -5,482 -52%
GRP
620
Global Retirement Partners
California
$62.3K +$1.84K +109 +2%
AWM
621
Avior Wealth Management
Nebraska
$61.8K +$49.6K +2,934 +147%
PCM
622
Penserra Capital Management
California
$60K -$642 -38 -0.8%
FCA
623
FinTrust Capital Advisors
South Carolina
$58.3K – – –
BBHC
624
Brown Brothers Harriman & Co
New York
$57.6K -$70.3K -4,161 -48%
TFA
625
Transamerica Financial Advisors
Florida
$55K +$557 +33 +0.8%
23 24
25
26 27