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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Silverlake Wealth Management
Vermont
$176K -$12.6K -703 -6%
CC
602
Callan Capital
California
$175K +$183K +10,197 New
MWM
603
Modern Wealth Management
Kansas
$172K +$180K +10,058 New
O
604
Ossiam
France
$170K -$1.05M -58,253 -85%
WPC
605
Wedmont Private Capital
Pennsylvania
$169K +$181K +10,088 New
CIAM
606
Caitong International Asset Management
Hong Kong
$167K +$174K +9,717 New
AIP
607
Ameritas Investment Partners
Nebraska
$161K – – –
HNB
608
Hilltop National Bank
Wyoming
$160K – – –
PCC
609
Park Circle Company
Maryland
$160K – – –
LS
610
Livforsakringsbolaget Skandia
Sweden
$139K – – –
KB
611
Kimelman & Baird
New York
$137K – – –
AAM
612
Advisors Asset Management
Colorado
$136K -$32.1K -1,791 -18%
SIC
613
SJS Investment Consulting
Ohio
$136K -$90 -5 -0.1%
HFM
614
Harvest Fund Management
China
$126K – – –
CF
615
Centaurus Financial
California
$124K +$13.1K +728 +11%
CPCPP
616
Canada Post Corporation Pension Plan
Canada
$119K +$125K +6,944 New
PCM
617
Penserra Capital Management
California
$117K +$43.4K +2,421 +55%
PWS
618
Peterson Wealth Services
Utah
$114K – – –
FHA
619
First Horizon Advisors
Tennessee
$108K -$1.81K -101 -2%
GAM
620
Generali Asset Management
Italy
$106K +$111K +6,179 New
BBHC
621
Brown Brothers Harriman & Co
New York
$101K +$39.3K +2,190 +59%
BIG
622
Brooklyn Investment Group
New York
$99.6K +$18.1K +1,006 +21%
AWM
623
AllSquare Wealth Management
New York
$94.6K – – –
PFBT
624
Parkside Financial Bank & Trust
Missouri
$94.4K +$1.27K +71 +1%
QCG
625
Quadrant Capital Group
Ohio
$91.9K +$2.51K +140 +3%
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