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Cincinnati Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
576
J.M. Forbes & Co
Massachusetts
$318K
MPM
577
MBB Public Markets
Illinois
$318K +$303K +2,156 New
DO
578
denkapparat Operations
Germany
$316K -$51.8K -368 -15%
II
579
Inspire Investing
Idaho
$316K +$47.6K +338 +19%
EWM
580
Empirical Wealth Management
Washington
$315K +$87.3K +620 +41%
RF
581
Rossby Financial
Florida
$312K -$55.3K -393 -14%
WIM
582
WealthPlan Investment Management
Nebraska
$309K +$1.69K +12 +0.6%
SC
583
Syon Capital
California
$308K +$293K +2,085 New
LFAS
584
Level Four Advisory Services
Texas
$305K +$291K +2,067 New
CFP
585
Catalyst Financial Partners
Massachusetts
$303K +$1.69K +12 +0.6%
BWM
586
BKM Wealth Management
Wisconsin
$303K
MA
587
MBA Advisors
Pennsylvania
$298K -$141K -1,000 -33%
SC
588
SummitTX Capital
Texas
$298K +$284K +2,019 New
NED
589
Nancy E. Dempze
$295K -$56.3K -400 -17%
LI
590
LMCG Investments
Massachusetts
$295K
OFC
591
Oakland Financial Corp
$295K
AWS
592
Atria Wealth Solutions
New York
$295K +$66.3K +471 +31%
SCA
593
Sippican Capital Advisors
Massachusetts
$293K
William Blair & Company
594
William Blair & Company
Illinois
$291K +$1.55K +11 +0.6%
HIP
595
HUB Investment Partners
Texas
$289K +$23.4K +166 +9%
RIS
596
Retirement Income Solutions
Michigan
$288K
DAS
597
Diversify Advisory Services
Utah
$287K +$20.8K +148 +8%
CWA
598
CM Wealth Advisors
Ohio
$283K
MFA
599
Mayflower Financial Advisors
Massachusetts
$282K +$422 +3 +0.2%
PS
600
Planned Solutions
California
$282K