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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
676
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
OWA
677
One Wealth Advisors
California
$20K – – –
MPIA
678
Mountain Pacific Investment Advisers
Idaho
$20K +$20.8K +1,000 New
FPS
679
Fieldpoint Private Securities
Connecticut
$19K – – –
GP
680
Girard Partners
Pennsylvania
$19K +$20.8K +1,000 New
EA
681
Elm Advisors
California
$18K +$18.7K +900 New
PFBT
682
Parkside Financial Bank & Trust
Missouri
$17K -$581 -28 -3%
BWM
683
Baystate Wealth Management
Massachusetts
$17K +$125 +6 +0.7%
YWP
684
YorkBridge Wealth Partners
New York
$16K -$69.5K -3,346 -81%
NSIM
685
North Star Investment Management
Illinois
$16K – – –
TIM
686
Tortoise Investment Management
New York
$16K – – –
MFW
687
Mosaic Family Wealth
Missouri
$16K +$42 +2 +0.2%
JFGIW
688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$3.68K +177 +29%
VRM
689
Vectors Research Management
New York
$16K +$17.1K +821 New
TFS
690
TrustCore Financial Services
Tennessee
$15K +$10.4K +500 +200%
EFSCE
691
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
SWP
692
Strategic Wealth Partners
Ohio
$14K +$104 +5 +0.7%
GTAM
693
Global Trust Asset Management
Florida
$12K – – –
ATC
694
Adirondack Trust Company
New York
$11K – – –
PCTC
695
Perkins Coie Trust Company
Washington
$11K – – –
WAP
696
Wealthcare Advisory Partners
Pennsylvania
$11K +$83 +4 +0.7%
WPA
697
West Paces Advisors
Georgia
$10.1K – – –
CHP
698
Cable Hill Partners
Oregon
$10K -$3.03K -146 -23%
BCA
699
Bray Capital Advisors
Florida
$10K – – –
JWA
700
JFS Wealth Advisors
Pennsylvania
$10K +$10.3K +495 New
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