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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
601
Park Circle Company
Maryland
$117K +$158K +9,350 New
TF
602
Tompkins Financial
New York
$100K +$118K +7,000 +700%
DGAM
603
Desjardins Global Asset Management
Quebec, Canada
$99K +$86.9K +5,144 +184%
GWM
604
Geneos Wealth Management
Colorado
$97K +$15.2K +897 +13%
BF
605
BOK Financial
Oklahoma
$88.6K -$221K -13,093 -65%
AWM
606
AllSquare Wealth Management
New York
$87.9K – – –
QCG
607
Quadrant Capital Group
Ohio
$86.1K -$33.1K -1,959 -22%
CSC
608
Caldwell Sutter Capital
California
$85.3K +$115K +6,815 New
HFS
609
Hantz Financial Services
Michigan
$82K -$4.18M -247,417 -97%
HCM
610
Highlander Capital Management
New Jersey
$82K – – –
HIA
611
Harbor Investment Advisory
Maryland
$81.6K – – –
SIC
612
SJS Investment Consulting
Ohio
$76.4K -$169 -10 -0.2%
TCWA
613
Ten Capital Wealth Advisors
Washington
$76.4K +$103K +6,100 New
SCA
614
Sander Capital Advisors
Washington
$76K +$96.5K +5,715 New
PA
615
Parallel Advisors
California
$73.6K -$18.6K -1,101 -16%
PTC
616
Private Trust Company
Ohio
$73.3K -$25.5K -1,508 -20%
GEA
617
Glen Eagle Advisors
New Jersey
$72.6K – – –
T
618
TOBAM
France
$71K +$47K +2,783 +97%
MCM
619
Manchester Capital Management
Vermont
$66.1K -$2.48K -147 -3%
AWM
620
Accel Wealth Management
Iowa
$65.9K +$1.32K +78 +2%
HI
621
Harbour Investments
Wisconsin
$65.1K -$32.1K -1,902 -27%
AF
622
Advisornet Financial
Minnesota
$64.6K -$92.6K -5,482 -52%
GRP
623
Global Retirement Partners
California
$62.3K +$1.84K +109 +2%
AWM
624
Avior Wealth Management
Nebraska
$61.8K +$49.6K +2,934 +147%
PCM
625
Penserra Capital Management
California
$60K -$642 -38 -0.8%
23 24
25
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