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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
851
Physician Wealth Advisors
Utah
$6.16K -$523 -24 -8%
PGAM
852
Princeton Global Asset Management
New Jersey
$6.15K – – –
HIA
853
Harbor Investment Advisory
Maryland
$5.9K – – –
KG
854
Kilter Group
New York
$5.79K -$675 -31 -11%
HWP
855
Highline Wealth Partners
California
$5.74K +$4.68K +215 +632%
GPI
856
General Partner Inc
Pennsylvania
$5.62K – – –
NECFA
857
New England Capital Financial Advisors
Connecticut
$5.57K – – –
HHCP
858
Hilton Head Capital Partners
South Carolina
$5.53K – – –
DWM
859
Dogwood Wealth Management
Kansas
$5.42K – – –
OAJ
860
Ogorek Anthony Joseph
New York
$5K -$3.27K -150 -38%
IAS
861
IMA Advisory Services
Colorado
$4.91K +$4.64K +213 New
CCMI
862
Creative Capital Management Investments
California
$4.68K +$4.42K +203 New
A
863
Allianz
Germany
$4.66K +$4.4K +202 New
CVM
864
Cheviot Value Management
California
$4.61K – – –
BSB
865
Bangor Savings Bank
Maine
$4.36K – – –
GFA
866
Godfrey Financial Associates
New York
$4.2K – – –
VWA
867
Valued Wealth Advisors
Utah
$4.19K +$523 +24 +15%
LF
868
LifeSteps Financial
California
$4.03K +$3.81K +175 New
BHWM
869
Bay Harbor Wealth Management
Maryland
$3.87K +$1.11K +51 +44%
WPA
870
West Paces Advisors
Georgia
$3.87K +$3.66K +168 New
HFS
871
Hughes Financial Services
Virginia
$3.64K +$893 +41 +35%
MSWM
872
Mowery & Schoenfeld Wealth Management
Illinois
$3.6K – – –
EWP
873
Elevation Wealth Partners
California
$3.57K – – –
KCM
874
Key Capital Management
Tennessee
$3.34K – – –
CA
875
Crewe Advisors
Utah
$3.3K +$3.12K +143 New
33 34
35
36 37