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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
626
Spire Wealth Management
Virginia
$35.5K -$441 -26 -1%
MA
627
Montag & Associates
Georgia
$34.7K – – –
MCM
628
MV Capital Management
Maryland
$33.7K -$136 -8 -0.4%
FWA
629
FSC Wealth Advisors
New York
$33.6K +$35.7K +2,103 New
FUBT
630
First United Bank & Trust
Maryland
$32.6K – – –
BFPW
631
BOK Financial Private Wealth
Colorado
$32.5K +$29.4K +1,736 +583%
TCOV
632
Trust Company of Vermont
Vermont
$32.4K -$6.79K -400 -16%
AF
633
Allworth Financial
California
$32.2K +$26.2K +1,543 +247%
CWM
634
Compass Wealth Management
Connecticut
$32K -$5.09K -300 -13%
QL
635
Quarry LP
New York
$31.2K -$8.97K -529 -21%
KA
636
Kozak & Associates
Colorado
$30.9K +$492 +29 +1%
S
637
Sachetta
Massachusetts
$28.4K -$543 -32 -2%
ZBNA
638
Zions Bancorporation, National Association
Utah
$27.7K +$29.4K +1,734 New
SIS
639
Sound Income Strategies
Florida
$27.7K – – –
KIM
640
Kestra Investment Management
Texas
$27.6K +$9.94K +586 +51%
CFB
641
Cullen/Frost Bankers
Texas
$27.4K – – –
ACA
642
American Capital Advisory
Idaho
$26.9K – – –
FDW
643
Fourth Dimension Wealth
Ohio
$26.4K – – –
CA
644
Centerpoint Advisors
Massachusetts
$26K -$28.9K -1,704 -52%
GFPC
645
Global Financial Private Client
Florida
$25.4K +$882 +52 +3%
WWM
646
Wolff Wiese Magana
California
$24.7K – – –
WT
647
Whittier Trust
California
$24.4K – – –
RTC
648
Riverview Trust Company
Washington
$24.1K – – –
MSFP
649
Mark Sheptoff Financial Planning
Connecticut
$24K +$8.48K +500 +50%
C
650
Covestor
United Kingdom
$23K +$3.83K +226 +19%
24 25
26
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