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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
751
Delta Asset Management
Tennessee
$1.77K +$1.88K +111 New
BIA
752
Bell Investment Advisors
California
$1.7K – – –
DF
753
Dunhill Financial
United Kingdom
$1.65K -$1.1K -65 -39%
SS
754
Sunbelt Securities
Texas
$1.62K – – –
CSB
755
City State Bank
Iowa
$1.6K – – –
GEA
756
Glen Eagle Advisors
New Jersey
$1.6K – – –
SO
757
Sierra Ocean
California
$1.58K – – –
TFM
758
TFC Financial Management
Massachusetts
$1.36K -$865 -51 -38%
VWA
759
Valued Wealth Advisors
Utah
$1.23K +$17 +1 +1%
GSWM
760
Golden State Wealth Management
California
$1.17K – – –
CIAS
761
CBIZ Investment Advisory Services
Ohio
$1.07K +$560 +33 +97%
TFA
762
Transamerica Financial Advisors
Florida
$1K – – –
HFS
763
Hughes Financial Services
Virginia
$995 +$1.07K +63 New
AG
764
AmeriFlex Group
Nevada
$923 +$984 +58 New
TWD
765
True Wealth Design
Ohio
$880 +$933 +55 New
CWP
766
Clark Wealth Partners
Illinois
$800 +$848 +50 New
NL
767
NVWM LLC
Pennsylvania
$800 +$848 +50 New
RWM
768
Raffa Wealth Management
District of Columbia
$784 – – –
CAM
769
Chesapeake Asset Management
New York
$639 +$509 +30 +300%
NC
770
North Capital
Utah
$592 +$628 +37 New
SC
771
Swan Capital
Florida
$588 – – –
AP
772
Aspect Partners
Virginia
$512 – – –
WA
773
WestEnd Advisors
North Carolina
$464 +$305 +18 +164%
SWA
774
SOA Wealth Advisors
New York
$409 +$17 +1 +4%
BHWM
775
Bay Harbor Wealth Management
Maryland
$399 +$424 +25 New
29 30
31
32 33