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Cincinnati Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
501
McKinley Carter Wealth Services
West Virginia
$258K
IP
502
Investment Partners
Ohio
$256K -$314K -3,036 -54%
BP
503
Ballentine Partners
Massachusetts
$254K -$78.4K -759 -23%
MOS
504
MGO One Seven
Ohio
$251K -$15.5K -150 -6%
SCA
505
Snowden Capital Advisors
New York
$247K +$5.58K +54 +2%
KWM
506
Kingsview Wealth Management
Oregon
$245K
WP
507
WealthPLAN Partners
Nebraska
$243K
ML
508
McAdam LLC
Pennsylvania
$243K -$103 -1 -0%
SWP
509
Stratos Wealth Partners
Ohio
$239K +$40.6K +393 +19%
FTDI
510
First Trust Direct Indexing
Massachusetts
$239K -$21.9K -212 -8%
NWMG
511
National Wealth Management Group
Ohio
$235K +$413 +4 +0.2%
B
512
Bailard
California
$235K
AB
513
Atlas Brown
Kentucky
$232K +$103 +1 +0%
CICI
514
Capital Investment Counsel Inc
North Carolina
$228K
OR
515
Olympiad Research
Connecticut
$227K +$241K +2,337 New
MWM
516
Madison Wealth Management
Ohio
$227K
BW
517
Bison Wealth
Georgia
$227K +$241K +2,328 New
MMPW
518
Mitchell McLeod Pugh & Williams
Alabama
$224K
DEA
519
DoubleLine ETF Adviser
Florida
$224K +$238K +2,302 New
MIP
520
Marietta Investment Partners
Wisconsin
$224K
EWM
521
Empirical Wealth Management
Washington
$222K -$3.36M -32,543 -93%
EAM
522
Erste Asset Management
Austria
$222K
MCM
523
Manchester Capital Management
Vermont
$222K +$93K +900 +65%
WBG
524
Wharton Business Group
Pennsylvania
$222K
MM
525
MQS Management
New York
$222K +$235K +2,278 New