We are live on ! Find out more
CINF icon

Cincinnati Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
576
Brophy Wealth Management
New Hampshire
$257K +$244K +1,885 New
FPAS
577
Focus Partners Advisor Solutions
Missouri
$254K +$241K +1,867 New
DAC
578
Dividend Assets Capital
South Carolina
$254K -$2.33K -18 -1%
SAM
579
Smartleaf Asset Management
Massachusetts
$253K +$140K +1,083 +138%
AAMA
580
Advanced Asset Management Advisors
Ohio
$250K
LBWM
581
Left Brain Wealth Management
Illinois
$250K +$237K +1,834 New
TAM
582
Trust Asset Management
Texas
$247K
CWP
583
Cyndeo Wealth Partners
Florida
$246K +$234K +1,807 New
FNBT
584
FineMark National Bank & Trust
Florida
$245K
TFS
585
Thoroughbred Financial Services
Tennessee
$245K -$3.75K -29 -2%
JF
586
Jump Financial
Illinois
$245K +$232K +1,797 New
TWP
587
Total Wealth Planning
Ohio
$244K
BTWM
588
Brass Tax Wealth Management
Ohio
$244K
WPC
589
Wedmont Private Capital
Pennsylvania
$240K +$19.3K +149 +9%
VCA
590
Verdence Capital Advisors
Maryland
$240K +$8.54K +66 +4%
CA
591
Claro Advisors
Massachusetts
$239K +$227K +1,757 New
EWM
592
Empirical Wealth Management
Washington
$238K +$226K +1,747 New
AC
593
AXQ Capital
New Jersey
$237K +$225K +1,741 New
SWM
594
Sugarloaf Wealth Management
Georgia
$237K
SIM
595
Stratos Investment Management
Ohio
$236K -$905 -7 -0.4%
SWM
596
SeaCrest Wealth Management
New York
$233K -$259 -2 -0.1%
GF
597
Gries Financial
Ohio
$232K +$221K +1,707 New
Two Sigma Advisers
598
Two Sigma Advisers
New York
$231K -$1.09M -8,400 -83%
LRPA
599
L. Roy Papp & Associates
Arizona
$230K +$218K +1,688 New
CIA
600
Concurrent Investment Advisors
Florida
$228K +$217K +1,678 New