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KeyCorp
KEY

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
651
Fourth Dimension Wealth
Ohio
$44.9K – – –
TIM
652
Tortoise Investment Management
New York
$43.6K +$481 +26 +1%
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$43.3K -$2.76K -149 -6%
CWP
654
Concord Wealth Partners
Virginia
$40.8K – – –
AF
655
Alerus Financial
North Dakota
$39.6K – – –
SIS
656
Sound Income Strategies
Florida
$38.2K +$7.18K +388 +23%
CIM
657
Contravisory Investment Management
Massachusetts
$38K – – –
TCOV
658
Trust Company of Vermont
Vermont
$37.9K – – –
MCM
659
MV Capital Management
Maryland
$37.6K – – –
RFP
660
Root Financial Partners
California
$37.2K +$36.9K +1,992 New
GWM
661
Geneos Wealth Management
Colorado
$36.8K -$9.98K -539 -21%
LFG
662
Larson Financial Group
Missouri
$35.8K +$741 +40 +2%
KA
663
Kozak & Associates
Colorado
$34.5K -$3.83K -207 -9%
WANY
664
Wealthspire Advisors (New York)
New York
$33.7K +$33.4K +1,803 New
SWM
665
Spire Wealth Management
Virginia
$33.4K -$4.04K -218 -11%
FUBT
666
First United Bank & Trust
Maryland
$32.7K – – –
KFA
667
Kelleher Financial Advisors
New York
$32.4K +$32.1K +1,734 New
BOJHT
668
Bank of Jackson Hole Trust
Wyoming
$32.4K – – –
S
669
Sachetta
Massachusetts
$32.2K +$29.5K +1,595 +1,246%
ACA
670
American Capital Advisory
Idaho
$32.1K – – –
CFB
671
Cullen/Frost Bankers
Texas
$30.1K -$1.85K -100 -6%
SIM
672
Sentry Investment Management
Wisconsin
$30K -$29.2K -1,577 -49%
CA
673
Centerpoint Advisors
Massachusetts
$30K – – –
WWM
674
Wolff Wiese Magana
California
$28.8K – – –
WT
675
Whittier Trust
California
$28.4K – – –
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