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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
651
Squar Milner Financial Services
California
$11K – – –
TWA
652
TCI Wealth Advisors
Arizona
$11K +$14K +842 +378%
LWA
653
Lenox Wealth Advisors
New York
$10K -$682 -41 -4%
CB
654
Community Bank
New York
$10K – – –
MSFP
655
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
OAJ
656
Ogorek Anthony Joseph
New York
$10K +$2.11K +127 +14%
LB
657
Legacy Bridge
Iowa
$9K -$199K -11,954 -93%
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
VRM
659
Vectors Research Management
New York
$9K – – –
APWM
660
Atlas Private Wealth Management
New York
$9K +$50 +3 +0.3%
BWM
661
Baystate Wealth Management
Massachusetts
$9K +$216 +13 +1%
AF
662
Arrow Financial
New York
$8K – – –
BWA
663
BDO Wealth Advisors
Florida
$8K – – –
TIM
664
Tortoise Investment Management
New York
$8K – – –
NFG
665
Next Financial Group
Texas
$8K +$333 +20 +3%
CHC
666
City Holding Co
West Virginia
$8K +$9.15K +550 +250%
BL
667
Balentine LLC
Georgia
$8K +$12.5K +752 +1,475%
FCM
668
Firestone Capital Management
Florida
$7K – – –
TSW
669
Thompson Siegel & Walmsley
Virginia
$7K – – –
CAL
670
Capital Analysts LLC
Pennsylvania
$7K +$7.55K +454 +175%
EW
671
Evoke Wealth
California
$6.11K -$5.24K -315 -35%
SLF
672
Sun Life Financial
Ontario, Canada
$6K -$538K -32,336 -98%
ATC
673
Adirondack Trust Company
New York
$6K – – –
FCA
674
FinTrust Capital Advisors
South Carolina
$6K – – –
SFSIG
675
San Francisco Sentry Investment Group
California
$6K +$6.54K +393 +255%
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