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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
751
PFG Private Wealth Management
Florida
$3.7K -$428 -27 -11%
AWM
752
Abound Wealth Management
Tennessee
$3.58K -$27.3K -1,719 -89%
HGA
753
Hobbs Group Advisors
South Carolina
$3.35K – – –
BSB
754
Bangor Savings Bank
Maine
$3.17K -$50.5K -3,180 -94%
PFG
755
Peterson Financial Group
Iowa
$3.14K +$2.97K +187 New
RWM
756
Ruedi Wealth Management
Illinois
$3.08K -$2.92K -184 -50%
HWA
757
Heritage Wealth Advisors
Virginia
$2.95K +$2.79K +176 New
ACM
758
Anfield Capital Management
California
$2.68K – – –
BIA
759
Bell Investment Advisors
California
$2.61K – – –
CIA
760
Cape Investment Advisory
Georgia
$2.6K – – –
RWM
761
Raffa Wealth Management
District of Columbia
$2.58K – – –
TCA
762
Trifecta Capital Advisors
Illinois
$2.45K – – –
PMFA
763
Plante Moran Financial Advisors
Michigan
$2.35K +$635 +40 +40%
BCMLT
764
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.16K +$2.05K +129 New
DF
765
Dunhill Financial
United Kingdom
$1.76K +$32 +2 +2%
SS
766
Sunbelt Securities
Texas
$1.7K – – –
CSB
767
City State Bank
Iowa
$1.68K -$39.7K -2,500 -96%
MWA
768
MFA Wealth Advisors
Pennsylvania
$1.68K – – –
DPW
769
DiNuzzo Private Wealth
Pennsylvania
$1.66K +$175 +11 +13%
AFWM
770
Abich Financial Wealth Management
Virginia
$1.63K -$110K -6,963 -99%
SFCL
771
Strengthening Families & Communities LLC
Massachusetts
$1.51K – – –
TFM
772
TFC Financial Management
Massachusetts
$1.42K -$111 -7 -8%
VWA
773
Valued Wealth Advisors
Utah
$1.28K -$48 -3 -4%
FFA
774
Frazier Financial Advisors
Ohio
$1.27K – – –
KHC
775
Koesten Hirschmann & Crabtree
Kansas
$1.12K -$16 -1 -1%
29 30
31
32 33