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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
701
Jacobi Capital Management
Pennsylvania
$2K – – –
SIC
702
Salem Investment Counselors
North Carolina
$2K – – –
SFA
703
Semmax Financial Advisors
North Carolina
$2K – – –
HWA
704
HHM Wealth Advisors
Tennessee
$2K +$3.15K +189 New
AWA
705
Arkadios Wealth Advisors
Georgia
$1.69K +$333 +20 +14%
RWM
706
Raffa Wealth Management
District of Columbia
$1.36K +$433 +26 +25%
WQ
707
Wealth Quarterback
New Jersey
$1.31K -$349 -21 -14%
OAM
708
Optimal Asset Management
California
$1.09K +$758K +45,550 +77%
AWM
709
Avior Wealth Management
Nebraska
$1K -$204K -12,285 -99%
BBHC
710
Brown Brothers Harriman & Co
New York
$1K -$120K -7,223 -98%
PMFA
711
Plante Moran Financial Advisors
Michigan
$1K -$6.81K -409 -84%
BWM
712
BerganKDV Wealth Management
Minnesota
$1K – – –
CAC
713
Certified Advisory Corp
Florida
$1K – – –
IWP
714
IAG Wealth Partners
Wisconsin
$1K – – –
OC
715
Oakworth Capital
Alabama
$1K – – –
TFGT
716
TS Financial Group (TSFG)
Illinois
$1K – – –
AF
717
Allworth Financial
California
$1K +$17 +1 +1%
SIS
718
Sound Income Strategies
Florida
$1K +$50 +3 +6%
BFC
719
Bedel Financial Consulting
Indiana
$1K +$882 +53 New
FCB
720
First Command Bank
Texas
$1K +$1.6K +96 New
FCFS
721
First Command Financial Services
Texas
$1K +$1.6K +96 New
AIC
722
Ameritas Investment Company
Nebraska
$1K +$1.93K +116 New
NL
723
NWAM LLC
Washington
$359 +$91.8K +5,517 +19%
TI
724
tru Independence
Oregon
$60 – – –
RBCM
725
Raub Brock Capital Management
California
– -$24.9M -1,228,690 Closed
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