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Cincinnati Financial
CINF

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
551
TCI Wealth Advisors
Arizona
$4K -$996 -10 -18%
LFG
552
LifePlan Financial Group
Ohio
$4K – – –
IA
553
IndexIQ Advisors
New York
$4K +$100 +1 +2%
CI
554
CX Institutional
Indiana
$4K +$897 +9 +22%
MWM
555
MBE Wealth Management
Wisconsin
$3K +$3.99K +40 New
BHWM
556
Bay Harbor Wealth Management
Maryland
$2K – – –
WWM
557
Willingdon Wealth Management
North Carolina
$2K – – –
GWS
558
Glassman Wealth Services
Virginia
$2K +$996 +10 +91%
IFAM
559
Institutional & Family Asset Management
Colorado
$2K +$2.19K +22 New
AAP
560
Arax Advisory Partners
Colorado
$2K +$2.59K +26 New
EWA
561
Evolution Wealth Advisors
Florida
$2K +$2.79K +28 New
AF
562
Allworth Financial
California
$2K +$2.99K +30 New
APA
563
American Portfolios Advisors
New York
$1.81K – – –
RWM
564
Raffa Wealth Management
District of Columbia
$1.28K – – –
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$1K -$109K -1,091 -98%
SL
566
Savior LLC
Massachusetts
$1K -$498 -5 -33%
BWM
567
BerganKDV Wealth Management
Minnesota
$1K – – –
CHA
568
Carmichael Hill & Associates
Maryland
$1K – – –
SIS
569
Sound Income Strategies
Florida
$1K – – –
TFO
570
Tarbox Family Office
California
$1K – – –
TFGT
571
TS Financial Group (TSFG)
Illinois
$1K – – –
OPS
572
Orion Portfolio Solutions
Nebraska
$1K +$698 +7 New
JIM
573
Jupiter Investment Management
United Kingdom
– -$27.8M -264,643 Closed
VCM
574
Voleon Capital Management
California
– -$18.7M -177,700 Closed
MSE
575
MUFG Securities EMEA
United Kingdom
– -$15.2M -145,015 Closed
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