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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
676
Squar Milner Financial Services
California
$17K – – –
PFC
677
Phocas Financial Corp
California
$17K +$20.6K +1,170 New
FDCDDQ
678
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K – – –
CIA
679
CSat Investment Advisory
Michigan
$16K +$10.7K +609 +138%
BTNA
680
Bremer Trust National Association
Minnesota
$16K +$19.4K +1,101 New
AIS
681
Accurate Investment Solutions
Pennsylvania
$15K – – –
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
MNBTD
683
Moody National Bank Trust Division
Texas
$15K +$17.7K +1,006 New
BWM
684
Baystate Wealth Management
Massachusetts
$14K +$158 +9 +1%
AF
685
Arrow Financial
New York
$12K -$3.52K -200 -20%
NSIM
686
North Star Investment Management
Illinois
$12K – – –
TIM
687
Tortoise Investment Management
New York
$12K – – –
VRM
688
Vectors Research Management
New York
$12K – – –
YWP
689
YorkBridge Wealth Partners
New York
$12K – – –
MFW
690
Mosaic Family Wealth
Missouri
$12K +$35 +2 +0.2%
SFA
691
Semmax Financial Advisors
North Carolina
$12K +$14.2K +804 New
LWCFA
692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$14.4K +820 New
SWP
693
Strategic Wealth Partners
Ohio
$11K +$88 +5 +0.7%
OAJ
694
Ogorek Anthony Joseph
New York
$11K +$3.52K +200 +36%
CFA
695
Clarfeld Financial Advisors
New York
$11K +$12.5K +712 New
ESB
696
Essex Savings Bank
Connecticut
$11K +$13.6K +770 New
PFBT
697
Parkside Financial Bank & Trust
Missouri
$10K -$2.6K -148 -17%
WAP
698
Wealthcare Advisory Partners
Pennsylvania
$10K +$2.29K +130 +23%
PCP
699
Proficio Capital Partners
Massachusetts
$10K +$3.48K +198 +42%
LPWM
700
Lake Point Wealth Management
Texas
$10K +$11.4K +649 New
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