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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
801
Princeton Global Asset Management
New Jersey
$5.51K – – –
BIA
802
Bell Investment Advisors
California
$5.45K – – –
HIA
803
Harbor Investment Advisory
Maryland
$5.28K – – –
KG
804
Kilter Group
New York
$5.26K +$949 +51 +25%
DWM
805
Dogwood Wealth Management
Kansas
$5.06K +$1.53K +82 +50%
GPI
806
General Partner Inc
Pennsylvania
$5.04K – – –
NECFA
807
New England Capital Financial Advisors
Connecticut
$4.96K – – –
HHCP
808
Hilton Head Capital Partners
South Carolina
$4.95K +$4.47K +240 New
SWP
809
Strategic Wealth Partners
Ohio
$4.91K +$707 +38 +19%
CVM
810
Cheviot Value Management
California
$4.26K – – –
HHMI
811
Howard Hughes Medical Institute
Maryland
$4.15K – – –
IWM
812
IMG Wealth Management
Florida
$3.96K – – –
BSB
813
Bangor Savings Bank
Maine
$3.9K – – –
GFA
814
Godfrey Financial Associates
New York
$3.76K +$3.39K +182 New
CFG
815
Clayton Financial Group
Missouri
$3.53K +$3.18K +171 New
LSA
816
Leonteq Securities AG
Switzerland
$3.43K -$6.94K -373 -69%
ACM
817
Anfield Capital Management
California
$3.3K – – –
TFM
818
TFC Financial Management
Massachusetts
$3.28K -$19 -1 -0.6%
MSWM
819
Mowery & Schoenfeld Wealth Management
Illinois
$3.22K – – –
CPG
820
Cornerstone Planning Group
New Jersey
$3.16K -$4.02K -216 -59%
CFM
821
Cornerstone Financial Management
Massachusetts
$3.1K +$2.79K +150 New
RF
822
Rossby Financial
Florida
$2.89K +$2.61K +140 New
PWAM
823
Private Wealth Asset Management
Iowa
$2.77K – – –
DPW
824
DiNuzzo Private Wealth
Pennsylvania
$2.68K -$19 -1 -0.8%
FNWA
825
Financial Network Wealth Advisors
Utah
$2.68K – – –
31 32
33
34 35