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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
701
First Horizon Corporation
Tennessee
$49.5K +$691 +33 +1%
WG
702
Wellington Group
Indiana
$46.3K -$8.21K -392 -15%
AWM
703
Activest Wealth Management
Florida
$45.1K +$1.84K +88 +4%
TWD
704
True Wealth Design
Ohio
$45.1K +$11.2K +533 +31%
KA
705
Kozak & Associates
Colorado
$44.7K +$461 +22 +1%
IPS
706
Investors Portfolio Services
Washington
$44.6K -$8.02K -383 -15%
Q1WB
707
Quest 10 Wealth Builders
Virginia
$42.6K -$566 -27 -1%
MCM
708
MV Capital Management
Maryland
$42.5K +$2.2K +105 +5%
RFS
709
Richardson Financial Services
Massachusetts
$41.5K +$4.82K +230 +13%
MA
710
MCF Advisors
Kentucky
$40.1K +$2.1K +100 +5%
IAIM
711
International Assets Investment Management
Florida
$39.9K -$603K -28,800 -94%
ACA
712
American Capital Advisory
Idaho
$39.4K +$1.59K +76 +4%
GWM
713
Geneos Wealth Management
Colorado
$39.3K -$3.19K -152 -7%
QC
714
Quent Capital
New York
$37.5K +$1.61K +77 +4%
S
715
Sachetta
Massachusetts
$37K +$2.54K +121 +7%
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$36.1K -$7.61K -363 -17%
PIS
717
POM Investment Strategies
North Carolina
$35.9K +$11K +524 +41%
FUBT
718
First United Bank & Trust
Maryland
$35.1K – – –
SWM
719
Spire Wealth Management
Virginia
$34.9K -$293 -14 -0.8%
KFA
720
Kelleher Financial Advisors
New York
$34.7K – – –
OCWP
721
Owl Creek Wealth Partners
Colorado
$32.1K +$33.6K +1,602 New
WWM
722
Wolff Wiese Magana
California
$30.9K – – –
TF
723
Tompkins Financial
New York
$30.2K – – –
ST
724
Smithfield Trust
Pennsylvania
$30K – – –
GA
725
GoalVest Advisory
New York
$29.6K – – –
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