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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
701
Evoke Wealth
California
$18.3K -$358 -19 -2%
OAJ
702
Ogorek Anthony Joseph
New York
$18K +$19 +1 +0.1%
BWM
703
Baystate Wealth Management
Massachusetts
$18K +$151 +8 +0.9%
APWM
704
Atlas Private Wealth Management
New York
$18K +$16.6K +878 New
NIM
705
NuWave Investment Management
New Jersey
$17K -$245K -12,998 -94%
LWCFA
706
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K – – –
VRM
707
Vectors Research Management
New York
$17K – – –
PFBT
708
Parkside Financial Bank & Trust
Missouri
$17K +$1.47K +78 +10%
NFG
709
Next Financial Group
Texas
$16K -$943 -50 -6%
AF
710
Arrow Financial
New York
$16K – – –
BWA
711
BDO Wealth Advisors
Florida
$16K – – –
TIM
712
Tortoise Investment Management
New York
$16K – – –
FIB
713
First Interstate Bank
Montana
$16K +$14.9K +792 New
CT
714
Caldwell Trust
Florida
$15.8K +$14.7K +780 New
ACM
715
Allred Capital Management
Texas
$15.2K +$14.1K +750 New
CAL
716
Capital Advisors Ltd
Ohio
$15K +$132 +7 +1%
BC
717
Barnett & Company
Tennessee
$15K +$13.6K +722 New
TF
718
Tompkins Financial
New York
$14K -$21.3K -1,130 -63%
FHA
719
First Horizon Advisors
Tennessee
$14K – – –
ONST
720
Old North State Trust
North Carolina
$14K – – –
TSW
721
Thompson Siegel & Walmsley
Virginia
$14K – – –
WOC
722
West Oak Capital
California
$14K +$13.2K +700 New
FCM
723
Firestone Capital Management
Florida
$13K +$12.3K +650 New
HIA
724
Harbor Investment Advisory
Maryland
$12K +$11.6K +615 New
TFO
725
Tarbox Family Office
California
$11K -$830 -44 -7%
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