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Cincinnati Financial
CINF

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
626
B. Riley Wealth Advisors
Florida
$227K -$82.9K -568 -27%
AWM
627
Axxcess Wealth Management
California
$225K -$292 -2 -0.1%
SQA
628
Simon Quick Advisors
New Jersey
$224K +$10.8K +74 +5%
TWP
629
Total Wealth Planning
Ohio
$222K -$35.9K -246 -14%
TFS
630
Thoroughbred Financial Services
Tennessee
$222K -$36.4K -249 -14%
CI
631
Cigna Investments
Connecticut
$221K – – –
SWA
632
Stratos Wealth Advisors
Ohio
$220K +$224K +1,534 New
AWS
633
Atria Wealth Solutions
New York
$219K +$223K +1,526 New
AIP
634
Ameritas Investment Partners
Nebraska
$219K -$18.3K -125 -8%
PCM
635
Pointe Capital Management
Michigan
$218K – – –
BFO
636
Biltmore Family Office
North Carolina
$218K – – –
W
637
Wealthquest
Ohio
$217K +$1.31K +9 +0.6%
EWM
638
Empirical Wealth Management
Washington
$217K -$34.6K -237 -14%
DTC
639
Davidson Trust Company
Washington
$216K – – –
BAM
640
Bosun Asset Management
Illinois
$216K -$8.76K -60 -4%
JWCA
641
J.W. Cole Advisors
Florida
$215K +$218K +1,494 New
DBIA
642
Dumont & Blake Investment Advisors
New Jersey
$214K – – –
TCOV
643
Trust Company of Vermont
Vermont
$213K +$9.49K +65 +5%
OP
644
ORG Partners
Indiana
$211K -$11.4K -78 -5%
KA
645
KLCM Advisors
Wisconsin
$211K +$214K +1,467 New
BW
646
Bison Wealth
Georgia
$210K +$213K +1,462 New
CIP
647
Convergence Investment Partners
Florida
$210K +$213K +1,462 New
MHIC
648
Marble Harbor Investment Counsel
Massachusetts
$210K +$213K +1,458 New
WAAG
649
Wealth Alliance Advisory Group
Kansas
$209K +$212K +1,455 New
LNWWM
650
Laird Norton Wetherby Wealth Management
California
$207K +$210K +1,441 New
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