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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
651
Sound Income Strategies
Florida
$29.8K -$295 -19 -1%
CA
652
Centerpoint Advisors
Massachusetts
$28K – – –
KIM
653
Kestra Investment Management
Texas
$27.6K – – –
WWM
654
Wolff Wiese Magana
California
$26.9K – – –
WT
655
Whittier Trust
California
$26.6K – – –
TF
656
Tompkins Financial
New York
$26.3K +$23.4K +1,508 New
MSFP
657
Mark Sheptoff Financial Planning
Connecticut
$26.1K – – –
OWP
658
ORG Wealth Partners
Texas
$25.6K – – –
MA
659
MCF Advisors
Kentucky
$25.1K +$1.92K +124 +9%
AWM
660
Activest Wealth Management
Florida
$24.7K +$21.8K +1,404 +8,775%
AWM
661
Abound Wealth Management
Tennessee
$24.4K +$18.4K +1,189 +556%
AFG
662
Albion Financial Group
Utah
$24.4K – – –
MPW
663
MASECO Private Wealth
$23K +$20.5K +1,322 New
SCM
664
Silvant Capital Management
Georgia
$22.5K – – –
NEWAS
665
N.E.W. Advisory Services
Wisconsin
$22.3K – – –
TIAAOA
666
Teachers Insurance & Annuity Association of America
New York
$20.9K – – –
MBFW
667
Morton Brown Family Wealth
Pennsylvania
$19.4K – – –
RF
668
Robinswood Financial
Washington
$19.4K – – –
AF
669
Advisornet Financial
Minnesota
$19.1K +$1.83K +118 +12%
C
670
Covestor
United Kingdom
$19K -$4.54K -293 -21%
SIC
671
Salem Investment Counselors
North Carolina
$18.8K – – –
BBPWM
672
Blue Bell Private Wealth Management
Pennsylvania
$18.4K – – –
CIA
673
Cape Investment Advisory
Georgia
$17.9K – – –
GWSG
674
GPS Wealth Strategies Group
Colorado
$17.6K +$295 +19 +2%
AIC
675
Archer Investment Corporation
Indiana
$17.4K – – –
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