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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Abound Wealth Management
Tennessee
$3.58K -$27.3K -1,719 -89%
HGA
752
Hobbs Group Advisors
South Carolina
$3.35K – – –
BSB
753
Bangor Savings Bank
Maine
$3.17K -$50.5K -3,180 -94%
PFG
754
Peterson Financial Group
Iowa
$3.14K +$2.97K +187 New
RWM
755
Ruedi Wealth Management
Illinois
$3.08K -$2.92K -184 -50%
HWA
756
Heritage Wealth Advisors
Virginia
$2.95K +$2.79K +176 New
ACM
757
Anfield Capital Management
California
$2.68K – – –
BIA
758
Bell Investment Advisors
California
$2.61K – – –
CIA
759
Cape Investment Advisory
Georgia
$2.6K – – –
RWM
760
Raffa Wealth Management
District of Columbia
$2.58K – – –
TCA
761
Trifecta Capital Advisors
Illinois
$2.45K – – –
PMFA
762
Plante Moran Financial Advisors
Michigan
$2.35K +$635 +40 +40%
BCMLT
763
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.16K +$2.05K +129 New
DF
764
Dunhill Financial
United Kingdom
$1.76K +$32 +2 +2%
SS
765
Sunbelt Securities
Texas
$1.7K – – –
CSB
766
City State Bank
Iowa
$1.68K -$39.7K -2,500 -96%
MWA
767
MFA Wealth Advisors
Pennsylvania
$1.68K – – –
DPW
768
DiNuzzo Private Wealth
Pennsylvania
$1.66K +$175 +11 +13%
AFWM
769
Abich Financial Wealth Management
Virginia
$1.63K -$110K -6,963 -99%
SFCL
770
Strengthening Families & Communities LLC
Massachusetts
$1.51K – – –
TFM
771
TFC Financial Management
Massachusetts
$1.42K -$111 -7 -8%
VWA
772
Valued Wealth Advisors
Utah
$1.28K -$48 -3 -4%
FFA
773
Frazier Financial Advisors
Ohio
$1.27K – – –
KHC
774
Koesten Hirschmann & Crabtree
Kansas
$1.12K -$16 -1 -1%
CAS
775
Coppell Advisory Solutions
Texas
$1.11K +$1.06K +67 New
29 30
31
32 33