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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
701
NewSquare Capital
Pennsylvania
$9.2K -$4.42K -285 -35%
VNA
702
Valley National Advisers
Pennsylvania
$9K +$124 +8 +1%
GPFA
703
Game Plan Financial Advisors
Ohio
$8.88K – – –
B
704
Birchbrook
Maine
$8.83K – – –
CB
705
Community Bank
New York
$8.71K – – –
SC
706
SouthState Corp
Florida
$8.54K -$11.4K -737 -60%
HNW
707
High Note Wealth
Minnesota
$8.31K -$3.3K -213 -31%
BGAI
708
Bruce G. Allen Investments
Colorado
$8.01K -$3.07K -198 -30%
ATC
709
Adirondack Trust Company
New York
$7.97K – – –
AWM
710
Accredited Wealth Management
Kentucky
$7.94K – – –
CCA
711
Catalyst Capital Advisors
New York
$7.89K +$7.02K +453 New
FFO
712
Fortitude Family Office
Arizona
$7.8K -$8.11K -523 -54%
SFA
713
Semmax Financial Advisors
North Carolina
$6.79K +$78 +5 +1%
Q1WB
714
Quest 10 Wealth Builders
Virginia
$6.78K – – –
BCM
715
Boreal Capital Management
Florida
$6.74K +$6K +387 New
DIP
716
DT Investment Partners
Pennsylvania
$6.6K – – –
ZBNA
717
Zions Bancorporation, National Association
Utah
$6.36K -$21.2K -1,369 -79%
PWMG
718
Private Wealth Management Group
New Jersey
$6.25K – – –
CPG
719
Cornerstone Planning Group
New Jersey
$6.17K -$3.43K -221 -39%
TPWA
720
Twin Peaks Wealth Advisors
California
$6.11K +$5.29K +341 New
HIW
721
Holos Integrated Wealth
Pennsylvania
$6.09K – – –
GKIM
722
GW&K Investment Management
Massachusetts
$6K -$667 -43 -11%
BCWM
723
Bartlett & Co Wealth Management
Ohio
$5.85K +$558 +36 +12%
GK
724
Graney & King
New York
$5.64K – – –
MSWA
725
Marshall & Sterling Wealth Advisors
New York
$5.63K +$341 +22 +7%
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