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Key Client Fiduciary Advisors

Latest statistics and disclosures from Key Client Fiduciary Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLXY, RDVY, MISL, AAPL, SPY, and represent 25.21% of Key Client Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: PVAL (+$5.6M), FTGS, GLXY, BTCO, XLU, TRFM, SPY, FTSL, SCHD, DIVO.
Started 18 new stock positions in GARP, CEF, MU, GSLC, SCHD, USAS, STKE, UNP, IYK, SJT. ADI, FTGS, DE, GEVO, FTDS, STRV, QTUM, TIP.
Reduced shares in these 10 stocks: FTCS, BKDV, ABBV, PYPL, CRM, VFF, ABT, RDVY, QQQ, XNOV.
Sold out of its positions in YYY, BKDV, BLK, CAVA, DKNG, DUK, ET, ROBO, AG, ILDR.
Key Client Fiduciary Advisors was a net seller of stock by $-115k.
Key Client Fiduciary Advisors has $293M in assets under management (AUM), dropping by -2.85%.
Central Index Key (CIK): 0001912612

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Portfolio Holdings for Key Client Fiduciary Advisors

Key Client Fiduciary Advisors holds 206 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Galaxy Digital Cl A (GLXY)	6.8	$20M	+11%	888k	22.36	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	6.7	$20M	-3%	283k	69.47	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	4.5	$13M		305k	42.79	View chart
Apple (AAPL)	4.2	$12M	-2%	46k	271.86	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	3.1	$9.0M	+7%	13k	681.92	View chart
First Tr Exchange-traded SHS (FDL)	2.7	$8.0M		180k	44.34	View chart
NVIDIA Corporation Call Option (NVDA)	2.7	$7.9M		42k	186.79	View chart
Microsoft Corporation (MSFT)	2.7	$7.9M	-3%	16k	483.62	View chart
Tesla Motors (TSLA)	2.4	$7.1M	-5%	16k	449.72	View chart
Amazon (AMZN)	2.3	$6.8M	-4%	29k	230.82	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	2.1	$6.1M	+1065%	135k	45.57	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.0	$6.0M		156k	38.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$5.4M	-8%	8.8k	614.28	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.7	$5.0M	NEW	141k	35.35	View chart
Annaly Capital Management In Com New (NLY)	1.4	$4.2M		190k	22.36	View chart
Oracle Corporation (ORCL)	1.4	$4.1M		21k	194.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$3.8M	+12%	6.0k	627.18	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.2	$3.4M	+88%	80k	42.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.1M	-2%	10k	313.00	View chart
Wal-Mart Stores (WMT)	1.0	$3.0M	-2%	27k	111.41	View chart
Landbridge Company Cl A (LB)	0.9	$2.6M	+5%	54k	48.99	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.9	$2.6M	-12%	43k	60.53	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.6M	+10%	8.1k	322.22	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.9	$2.6M	+32%	57k	45.88	View chart
Spdr Series Trust State Street Spd (SPYM)	0.9	$2.5M	+5%	32k	80.22	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$2.5M	+2%	42k	59.93	View chart
International Business Machines (IBM)	0.8	$2.5M	-14%	8.4k	296.23	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.8	$2.4M	+3%	21k	114.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.8	$2.4M	-16%	63k	37.87	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.7	$2.2M	+14%	22k	98.32	View chart
Village Farms International Call Option (VFF)	0.7	$2.2M	-27%	595k	3.65	View chart
Public Service Enterprise (PEG)	0.7	$2.1M	-3%	26k	80.30	View chart
First Tr Exchange-traded SHS (FVD)	0.7	$2.1M	+15%	46k	46.08	View chart
Meta Platforms Cl A (META)	0.7	$2.1M	+5%	3.2k	660.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.1M		4.1k	502.65	View chart
Prudential Financial (PRU)	0.7	$2.0M	-12%	18k	112.88	View chart
Bank of America Corporation (BAC)	0.7	$2.0M		36k	55.00	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.7	$2.0M	+16%	30k	65.96	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.6	$1.9M	+611%	21k	87.17	View chart
Etf Ser Solutions Aam Transformers (TRFM)	0.6	$1.8M	+77%	37k	47.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.8M		8.0k	219.78	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$1.7M	-6%	36k	47.79	View chart
Palantir Technologies Cl A (PLTR)	0.6	$1.7M		9.7k	177.75	View chart
Advanced Micro Devices (AMD)	0.6	$1.7M		7.8k	214.16	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$1.5M	+58%	35k	44.50	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.5M		13k	120.34	View chart
Broadcom (AVGO)	0.5	$1.5M	+6%	4.3k	346.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.4M	-2%	4.6k	313.78	View chart
Abbvie Put Option (ABBV)	0.5	$1.4M	-54%	6.2k	228.49	View chart
Altria (MO)	0.5	$1.4M		24k	57.66	View chart
Home Depot (HD)	0.5	$1.4M	-3%	4.1k	344.10	View chart
At&t (T)	0.4	$1.3M	-17%	53k	24.84	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$1.3M	+2%	7.8k	162.01	View chart
Ares Capital Corporation (ARCC)	0.4	$1.2M	+6%	62k	20.23	View chart
Eli Lilly & Co. (LLY)	0.4	$1.2M		1.2k	1074.35	View chart
Verizon Communications (VZ)	0.4	$1.2M	-24%	29k	40.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M	-9%	3.6k	335.30	View chart
salesforce (CRM)	0.4	$1.1M	-46%	4.1k	264.94	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.4	$1.1M	-6%	61k	17.67	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.0M		8.3k	121.75	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.3	$966k	-2%	18k	52.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$954k	-2%	16k	60.17	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.3	$948k		41k	23.42	View chart
D-wave Quantum (QBTS)	0.3	$923k	+54%	35k	26.15	View chart
Nextera Energy (NEE)	0.3	$914k	+2%	11k	80.28	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$913k	-11%	18k	49.65	View chart
Howmet Aerospace (HWM)	0.3	$912k		4.4k	205.01	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$891k		16k	56.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$881k		17k	50.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$862k	+3%	4.5k	191.56	View chart
Automatic Data Processing (ADP)	0.3	$817k		3.2k	257.23	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$806k	+10%	15k	55.57	View chart
Applied Materials (AMAT)	0.3	$806k	-2%	3.1k	256.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$800k	+3%	2.9k	276.94	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$798k	-85%	8.6k	92.51	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$792k	+2%	8.9k	89.43	View chart
Enbridge (ENB)	0.3	$792k		17k	47.83	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$790k	-3%	7.7k	102.42	View chart
3M Company (MMM)	0.3	$777k	-11%	4.9k	160.10	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$776k	+9%	9.7k	79.84	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$754k	+3%	14k	54.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$730k	+4%	1.8k	396.31	View chart
Merck & Co (MRK)	0.2	$724k	-4%	6.9k	105.27	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$714k		12k	59.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$712k	+9%	1.5k	468.79	View chart
AmerisourceBergen (COR)	0.2	$705k		2.1k	337.82	View chart
Pfizer (PFE)	0.2	$702k		28k	24.90	View chart
Ge Aerospace Com New (GE)	0.2	$702k	-2%	2.3k	308.09	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$701k	+5%	40k	17.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$691k	-21%	1.4k	480.57	View chart
Goldman Sachs (GS)	0.2	$688k	-2%	783.00	878.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$687k		1.0k	685.08	View chart
Walt Disney Company (DIS)	0.2	$670k	-6%	5.9k	113.76	View chart
Costco Wholesale Corporation (COST)	0.2	$666k	-2%	772.00	862.09	View chart
Lowe's Companies (LOW)	0.2	$645k	-4%	2.7k	241.13	View chart
CVS Caremark Corporation (CVS)	0.2	$630k		7.9k	79.36	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$627k	+4%	6.0k	104.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$620k	NEW	23k	27.43	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$598k		3.9k	154.81	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$581k	+15%	4.3k	134.32	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.2	$581k		17k	34.65	View chart
Wells Fargo & Company (WFC)	0.2	$570k		6.1k	93.20	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$561k	-24%	7.0k	80.37	View chart
Procter & Gamble Company (PG)	0.2	$548k	-3%	3.8k	143.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$545k		8.7k	62.47	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$535k		13k	41.08	View chart
Consolidated Edison (ED)	0.2	$532k		5.4k	99.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$529k		1.8k	302.08	View chart
Cisco Systems (CSCO)	0.2	$523k	-7%	6.8k	77.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$521k	+8%	2.5k	211.83	View chart
Coca-Cola Company (KO)	0.2	$520k	+19%	7.4k	69.91	View chart
Caterpillar (CAT)	0.2	$519k		906.00	572.71	View chart
Johnson & Johnson (JNJ)	0.2	$512k	-9%	2.5k	206.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$502k		8.6k	58.12	View chart
McDonald's Corporation (MCD)	0.2	$490k		1.6k	305.71	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$474k	+4%	3.4k	139.17	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$458k		4.3k	106.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$442k	-3%	586.00	754.22	View chart
Uber Technologies (UBER)	0.1	$436k	-9%	5.3k	81.71	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$422k	-19%	6.6k	64.42	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$418k	-23%	6.4k	65.48	View chart
Netflix (NFLX)	0.1	$418k	+870%	4.5k	93.76	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$415k	+11%	31k	13.25	View chart
Visa Com Cl A (V)	0.1	$405k	-18%	1.2k	350.58	View chart
Lam Research Corp Com New (LRCX)	0.1	$403k	-11%	2.4k	171.16	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$403k	+104%	9.0k	44.71	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$400k	-2%	1.3k	301.23	View chart
Corning Incorporated (GLW)	0.1	$399k	+12%	4.6k	87.56	View chart
Sofi Technologies (SOFI)	0.1	$397k	+7%	15k	26.18	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$388k	-4%	11k	36.23	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$388k		3.0k	128.95	View chart
CSX Corporation (CSX)	0.1	$388k		11k	36.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$387k	-7%	6.1k	63.01	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$385k	-18%	3.0k	130.10	View chart
Block Cl A Put Option (XYZ)	0.1	$384k	-24%	5.9k	65.09	View chart
Southern Company (SO)	0.1	$381k		4.4k	87.21	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$380k	+3%	3.9k	96.84	View chart
Sol Strategies (STKE)	0.1	$377k	NEW	247k	1.53	View chart
Chevron Corporation (CVX)	0.1	$376k	-24%	2.5k	152.42	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$372k		6.5k	56.81	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$354k	+12%	4.2k	84.22	View chart
Amgen (AMGN)	0.1	$340k	-10%	1.0k	327.28	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.1	$331k		6.5k	50.89	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$330k	-2%	5.1k	65.11	View chart
Shell Spon Ads (SHEL)	0.1	$324k	-14%	4.4k	73.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$323k		898.00	360.13	View chart
Novartis Sponsored Adr (NVS)	0.1	$321k		2.3k	137.87	View chart
Waste Management (WM)	0.1	$319k	+16%	1.5k	219.72	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$318k	-5%	7.8k	40.63	View chart
Spdr Series Trust State Street Spd (XOP)	0.1	$313k	-8%	2.5k	126.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$312k		3.5k	89.46	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$302k	-22%	15k	20.82	View chart
Garmin SHS (GRMN)	0.1	$300k		1.5k	202.86	View chart
International Paper Company (IP)	0.1	$299k	-21%	7.6k	39.39	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$297k	+10%	16k	18.22	View chart
Devon Energy Corporation (DVN)	0.1	$293k	-6%	8.0k	36.63	View chart
Adobe Systems Incorporated (ADBE)	0.1	$292k	-46%	835.00	349.99	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$290k	NEW	4.3k	66.92	View chart
Boeing Company (BA)	0.1	$288k	-3%	1.3k	217.12	View chart
Ge Vernova (GEV)	0.1	$288k	-3%	440.00	653.57	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$281k		2.7k	105.01	View chart
Pepsi (PEP)	0.1	$280k	-25%	2.0k	143.52	View chart
PNC Financial Services (PNC)	0.1	$270k	-10%	1.3k	208.73	View chart
Becton, Dickinson and (BDX)	0.1	$263k	-3%	1.4k	194.07	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$259k	NEW	2.4k	109.67	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$255k	-55%	3.3k	77.67	View chart
Ishares Tr Msci Usa Quality (GARP)	0.1	$254k	NEW	3.7k	68.10	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$253k	+100%	2.1k	119.42	View chart
Micron Technology (MU)	0.1	$248k	NEW	869.00	285.50	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$247k	+2%	4.5k	54.71	View chart
General Dynamics Corporation (GD)	0.1	$246k		731.00	336.66	View chart
Comcast Corp Cl A (CMCSA)	0.1	$245k	-7%	8.2k	29.89	View chart
Strategy Cl A New (MSTR)	0.1	$243k	-35%	1.6k	151.95	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.1	$238k	-46%	7.1k	33.46	View chart
Vistra Energy (VST)	0.1	$235k	+17%	1.5k	161.35	View chart
First Tr Exchange-traded Dividend Strngth (FTDS)	0.1	$230k	NEW	4.1k	56.49	View chart
Abbott Laboratories (ABT)	0.1	$229k	-77%	1.8k	125.30	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$229k	NEW	5.0k	45.80	View chart
Raytheon Technologies Corp (RTX)	0.1	$229k		1.2k	183.44	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.1	$225k	-9%	4.9k	45.65	View chart
Spdr Series Trust State Street Spd (XSD)	0.1	$223k	-7%	694.00	321.47	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$221k		2.5k	89.20	View chart
Texas Pacific Land Corp (TPL)	0.1	$221k	+217%	768.00	287.22	View chart
Qualcomm (QCOM)	0.1	$219k		1.3k	171.01	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.1	$217k	-11%	17k	12.49	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$215k	-10%	2.5k	86.15	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$211k	NEW	1.9k	109.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$209k	-4%	689.00	303.89	View chart
Union Pacific Corporation Call Option (UNP)	0.1	$209k	NEW	902.00	231.32	View chart
Ford Motor Company (F)	0.1	$208k	-7%	16k	13.12	View chart
Philip Morris International (PM)	0.1	$207k		1.3k	160.40	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$206k		2.0k	102.31	View chart
Phillips 66 (PSX)	0.1	$204k	-6%	1.6k	129.02	View chart
Analog Devices (ADI)	0.1	$204k	NEW	753.00	271.08	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$203k	NEW	1.5k	132.38	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.1	$203k	NEW	4.6k	44.09	View chart
Deere & Company (DE)	0.1	$201k	NEW	431.00	465.77	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$198k	+26%	18k	10.72	View chart
ConAgra Foods (CAG)	0.1	$193k	-19%	11k	17.31	View chart
San Juan Basin Rty Tr Unit Ben Int (SJT)	0.1	$167k	NEW	30k	5.62	View chart
Icahn Enterprises Depositary Unit (IEP)	0.1	$157k	-40%	21k	7.55	View chart
Americas Gold And Silver Cor Com New (USAS)	0.0	$102k	NEW	20k	5.11	View chart
Cypherpunk Technologies Com New (CYPH)	0.0	$98k	-38%	85k	1.16	View chart
Agenus Com New (AGEN)	0.0	$86k	-30%	27k	3.14	View chart
Cytosorbents Corp Com New (CTSO)	0.0	$50k		79k	0.64	View chart
Gevo Com Par (GEVO)	0.0	$26k	NEW	13k	2.00	View chart

Past Filings by Key Client Fiduciary Advisors

SEC 13F filings are viewable for Key Client Fiduciary Advisors going back to 2021

Key Client Fiduciary Advisors 2025 Q4 filed Jan. 28, 2026
Key Client Fiduciary Advisors 2025 Q3 filed Oct. 14, 2025
Key Client Fiduciary Advisors 2025 Q2 filed July 9, 2025
Key Client Fiduciary Advisors 2025 Q1 filed April 10, 2025
Key Client Fiduciary Advisors 2024 Q4 filed Jan. 17, 2025
Key Client Fiduciary Advisors 2024 Q3 filed Oct. 18, 2024
Key Client Fiduciary Advisors 2024 Q2 filed July 16, 2024
Key Client Fiduciary Advisors 2024 Q1 filed April 15, 2024
Key Client Fiduciary Advisors 2023 Q4 filed Jan. 9, 2024
Key Client Fiduciary Advisors 2023 Q3 filed Nov. 14, 2023
Key Client Fiduciary Advisors 2023 Q2 filed July 13, 2023
Key Client Fiduciary Advisors 2023 Q1 filed April 25, 2023
Key Client Fiduciary Advisors 2022 Q4 filed Jan. 17, 2023
Key Client Fiduciary Advisors 2022 Q3 filed Oct. 12, 2022
Key Client Fiduciary Advisors 2022 Q2 filed July 19, 2022
Key Client Fiduciary Advisors 2022 Q1 filed April 18, 2022

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