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Cincinnati Financial
CINF

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
701
Colonial Trust
South Carolina
$101K – – –
RFP
702
Root Financial Partners
California
$100K +$96.1K +633 New
CNBTD
703
Citizens National Bank Trust Department
Mississippi
$99.6K – – –
FFA
704
Frazier Financial Advisors
Ohio
$95.4K -$22.3K -147 -20%
AFWM
705
Abich Financial Wealth Management
Virginia
$92.2K +$88.5K +583 New
WSFS
706
Wilmington Savings Fund Society
Delaware
$87K -$35.2K -232 -30%
WBC
707
Westpac Banking Corp
Australia
$87K – – –
EIM
708
Essex Investment Management
Massachusetts
$86.8K – – –
VCM
709
Versant Capital Management
Arizona
$86.5K +$9.41K +62 +13%
UB
710
UMB Bank
Missouri
$86.2K +$304 +2 +0.4%
MPWT
711
MassMutual Private Wealth & Trust
Connecticut
$84.7K -$1.37K -9 -2%
CAM
712
Clarity Asset Management
Iowa
$84K +$455 +3 +0.6%
PGAM
713
Princeton Global Asset Management
New Jersey
$83.8K – – –
WTC
714
WhitTier Trust Company
Nevada
$80.2K -$152 -1 -0.2%
CAIM
715
Catherine Avery Investment Management
Florida
$79K – – –
HWA
716
Heartwood Wealth Advisors
Virginia
$79K +$75.9K +500 New
CH
717
Cromwell Holdings
Wyoming
$78.4K – – –
HDIM
718
Hanson & Doremus Investment Management
Vermont
$75K +$12.7K +84 +22%
CT
719
Caldwell Trust
Florida
$69.6K – – –
CCA
720
Catalyst Capital Advisors
New York
$68.6K +$65.9K +434 New
RDFA
721
Ritter Daniher Financial Advisory
Ohio
$68K – – –
OL
722
OneFund LLC
Florida
$66.9K +$2.73K +18 +4%
ZBNA
723
Zions Bancorporation, National Association
Utah
$66.4K -$28.8K -190 -31%
GA
724
GoalVest Advisory
New York
$64.8K – – –
EWM
725
Evermay Wealth Management
Virginia
$63.6K – – –
27 28
29
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