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Cincinnati Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Axxcess Wealth Management
California
$654K +$586K +3,533 New
Balyasny Asset Management
502
Balyasny Asset Management
Illinois
$650K +$196K +1,180 +51%
SC
503
Syon Capital
California
$630K +$35.7K +215 +7%
GWMR
504
GC Wealth Management RIA
Massachusetts
$630K -$23.7K -143 -4%
HSA
505
HBK Sorce Advisory
Pennsylvania
$630K -$4.81K -29 -0.8%
ANBT
506
American National Bank & Trust
Texas
$629K
TE
507
Tema ETFs
New York
$625K +$198K +1,194 +55%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$623K +$464K +2,799 +496%
CL
509
Choreo LLC
Illinois
$621K -$41K -247 -7%
KF
510
Krilogy Financial
Missouri
$621K -$9.95K -60 -2%
CIC
511
Crawford Investment Counsel
Georgia
$618K
CAG
512
Csenge Advisory Group
Florida
$616K +$21.9K +132 +4%
PFG
513
PAX Financial Group
Texas
$614K -$33.5K -202 -6%
MA
514
Mutual Advisors
Nebraska
$612K +$3.48K +21 +0.6%
BG
515
Bollard Group
Massachusetts
$602K -$3.65K -22 -0.7%
OC
516
Opal Capital
Florida
$602K +$539K +3,249 New
FM
517
Foster & Motley
Ohio
$594K -$14.3K -86 -3%
CFP
518
Catalyst Financial Partners
Massachusetts
$593K +$132K +799 +33%
GRP
519
Global Retirement Partners
California
$590K +$528K +3,187 New
WCM
520
Weaver Capital Management
Georgia
$589K
SWM
521
Sandro Wealth Management
New Jersey
$586K +$29.2K +176 +6%
AWM
522
Apollon Wealth Management
South Carolina
$585K +$37K +223 +8%
CCM
523
Coldstream Capital Management
Washington
$583K +$95K +573 +22%
VSQM
524
V-Square Quantitative Management
Illinois
$581K +$8.29K +50 +2%
CIA
525
Concurrent Investment Advisors
Florida
$577K +$10.6K +64 +2%