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Cincinnati Financial
CINF

Name Holding Trade Value Shares
Change 		Change in
Stake
VIPI
701
Vista Investment Partners II
Indiana
$253K – – –
W
702
Wealthquest
Ohio
$252K +$11.8K +71 +6%
CAG
703
Crestwood Advisors Group
Massachusetts
$251K -$34.7K -209 -13%
PA
704
Profund Advisors
Maryland
$251K -$7.79K -47 -3%
WT
705
Whittier Trust
California
$248K – – –
GVAG
706
Great Valley Advisor Group
Delaware
$246K +$1.16K +7 +0.5%
AWM
707
Aprio Wealth Management
Georgia
$246K -$11.9K -72 -5%
PAG
708
Poinciana Advisors Group
Florida
$241K – – –
AA
709
ALPS Advisors
Colorado
$240K +$215K +1,298 New
DBIA
710
Dumont & Blake Investment Advisors
New Jersey
$240K -$9.62K -58 -4%
GCM
711
Gallacher Capital Management
Colorado
$240K -$52.1K -314 -20%
CFC
712
Client First Capital
California
$239K – – –
CFG
713
Citizens Financial Group
Rhode Island
$238K +$213K +1,285 New
IAS
714
Insigneo Advisory Services
Florida
$237K +$663 +4 +0.3%
CWM
715
Cahaba Wealth Management
Georgia
$237K +$1.16K +7 +0.5%
PCM
716
Pointe Capital Management
Michigan
$233K +$209K +1,260 New
SF
717
Sun Financial
Utah
$232K +$221K +1,335 New
FMI
718
F/M Investments
District of Columbia
$231K +$207K +1,250 New
SWIG
719
Strategic Wealth Investment Group
Kentucky
$231K +$207K +1,250 New
BCM
720
Brookstone Capital Management
Illinois
$231K +$207K +1,249 New
CAM
721
Cidel Asset Management
Ontario, Canada
$229K +$205K +1,239 New
SCM
722
Schnieders Capital Management
California
$229K +$205K +1,239 New
IGGA
723
Iron Gate Global Advisors
Utah
$229K +$205K +1,238 New
EB
724
Eastern Bank
Massachusetts
$229K – – –
CA
725
CGN Advisors
Kansas
$226K +$203K +1,222 New
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