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Cincinnati Financial
CINF

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
526
SlateStone Wealth
Florida
$224K – – –
DE
527
Day & Ennis
Georgia
$224K – – –
RIS
528
Retirement Income Solutions
Michigan
$219K +$222K +1,950 New
KPWS
529
Kestra Private Wealth Services
Texas
$216K +$220K +1,930 New
GWP
530
Gateway Wealth Partners
Wisconsin
$215K +$218K +1,915 New
AIP
531
Ameritas Investment Partners
Nebraska
$214K – – –
FMAEN1
532
Fund Management at Engine No 1
California
$213K +$217K +1,904 New
USCWA
533
U.S. Capital Wealth Advisors
Texas
$212K – – –
FWM
534
FFT Wealth Management
Pennsylvania
$212K +$215K +1,890 New
PCA
535
Pallas Capital Advisors
Massachusetts
$210K +$114 +1 +0.1%
KI
536
Kula Investments
Illinois
$209K +$212K +1,868 New
O
537
Ossiam
France
$209K +$63.2K +556 +42%
PA
538
Profund Advisors
Maryland
$209K +$212K +1,863 New
SS
539
Simplicity Solutions
Minnesota
$208K +$211K +1,857 New
OCBCO
540
Oversea-Chinese Banking Corp (OCBC)
Singapore
$208K +$211K +1,856 New
CI
541
Cigna Investments
Connecticut
$208K +$211K +1,857 New
BFG
542
Bleakley Financial Group
New Jersey
$208K +$211K +1,855 New
DWT
543
Dorsey & Whitney Trust
South Dakota
$205K +$208K +1,826 New
FNBT
544
FineMark National Bank & Trust
Florida
$204K +$207K +1,824 New
TAM
545
Trust Asset Management
Texas
$204K +$207K +1,818 New
CWA
546
CM Wealth Advisors
Ohio
$202K +$226K +1,987 New
FDS
547
Freedom Day Solutions
Texas
$201K -$22.2K -195 -10%
WC
548
Waterloo Capital
Texas
$201K +$204K +1,795 New
IW
549
Imprint Wealth
South Carolina
$201K +$202K +1,779 New
SWM
550
Sugarloaf Wealth Management
Georgia
$200K – – –
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22
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