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KeyCorp
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Name Holding Trade Value Shares
Change 		Change in
Stake
PNFS
976
PW Nova Financial Services
Pennsylvania
– -$201K -10,000 Closed
CB
977
Chris Bulman
California
– -$198K -9,858 Closed
UFF
978
USA Financial Formulas
Michigan
– -$188K -9,385 Closed
RFP
979
Root Financial Partners
California
– -$173K -8,637 Closed
AA
980
Addison Advisors
Vermont
– -$75K -3,740 Closed
AAM
981
Alphadyne Asset Management
New York
– -$74.6K -3,719 Closed
FWM
982
Focused Wealth Management
New York
– -$70K -3,492 Closed
SIS
983
Sound Income Strategies
Florida
– -$63.4K -3,117 Closed
WA
984
Whipplewood Advisors
Colorado
– -$52.1K -2,600 Closed
WG
985
Wellington Group
Indiana
– -$46.3K -2,307 Closed
WPA
986
Wealth Preservation Advisors
Tennessee
– -$23.3K -1,160 Closed
BOJHT
987
Bank of Jackson Hole Trust
Wyoming
– -$20.7K -1,032 Closed
DWP
988
Destiny Wealth Partners
Florida
– -$17.5K -875 Closed
RBI
989
Raiffeisen Bank International
Austria
– -$16.4K -844 Closed
DI
990
DAGCO Inc
Ohio
– -$14.5K -721 Closed
TPWA
991
Twin Peaks Wealth Advisors
California
– -$14.2K -706 Closed
CH
992
CDKV Holdings
Colorado
– -$8.02K -400 Closed
CCM
993
Chilton Capital Management
Texas
– -$4.01K -200 Closed
LWMI
994
Legacy Wealth Management (Idaho)
Idaho
– -$3.51K -175 Closed
CFG
995
Clayton Financial Group
Missouri
– -$3.43K -171 Closed
UFPG
996
United Financial Planning Group
New York
– -$3.19K -159 Closed
IWS
997
Intentional Wealth Strategies
Colorado
– -$2.63K -131 Closed
BLC
998
Brown, Lisle/Cummings
Rhode Island
– -$2.49K -124 Closed
YP
999
YANKCOM Partnership
South Dakota
– -$2.27K -113 Closed
VWM
1000
Vermillion Wealth Management
Minnesota
– -$1.72K -86 Closed
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