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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
851
TFC Financial Management
Massachusetts
$1.76K -$1.49K -71 -45%
VWM
852
Vermillion Wealth Management
Minnesota
$1.72K +$1.8K +86 New
FFA
853
Frazier Financial Advisors
Ohio
$1.67K +$1.74K +83 New
NL
854
NVWM LLC
Pennsylvania
$1.5K – – –
GSWM
855
Golden State Wealth Management
California
$1.48K – – –
BFP
856
Birchwood Financial Partners
Minnesota
$1.46K – – –
RWM
857
Raffa Wealth Management
District of Columbia
$1.28K +$314 +15 +31%
PF
858
PlanVest Financial
Maryland
$1.26K +$1.32K +63 New
AG
859
AmeriFlex Group
Nevada
$1.21K – – –
MCA
860
McGuire Capital Advisors
Oklahoma
$1.2K – – –
SS
861
Sunbelt Securities
Texas
$1.16K – – –
NRG
862
Nemes Rush Group
Michigan
$1.14K – – –
SFG
863
Strive Financial Group
Indiana
$1K -$796 -38 -41%
AW
864
Avion Wealth
Texas
$1K – – –
PJC
865
Phillip James Consulting
Minnesota
$1K +$733 +35 New
1CP
866
1015 Capital Partners
Pennsylvania
$962 – – –
HIA
867
HFM Investment Advisors
New Jersey
$942 – – –
MAM
868
Marquette Asset Management
Minnesota
$903 +$943 +45 New
QWM
869
Quaker Wealth Management
New Jersey
$863 +$168 +8 +23%
SEP
870
Signature Equity Partners
Ohio
$855 +$21 +1 +2%
PWA
871
Portus Wealth Advisors
North Carolina
$802 +$838 +40 New
SC
872
Swan Capital
Florida
$737 – – –
AEPWM
873
Atlantic Edge Private Wealth Management
Florida
$682 – – –
CT
874
Colonial Trust
South Carolina
$682 – – –
HWP
875
Highline Wealth Partners
California
$682 +$712 +34 New
33 34
35
36 37