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A.O. Smith
AOS

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
326
Gateway Investment Advisers
Ohio
$642K +$234K +3,465 +57%
UAS
327
United Asset Strategies
New York
$641K +$27.4K +406 +4%
BCP
328
Blackhawk Capital Partners
Wisconsin
$641K -$34.9K -516 -5%
ACA
329
Anchor Capital Advisors
Massachusetts
$638K -$227K -3,366 -26%
SC
330
Syon Capital
California
$637K +$115K +1,695 +22%
LWM
331
Lionshead Wealth Management
New York
$635K – – –
WWM
332
Westwood Wealth Management
California
$635K +$641K +9,488 New
EWA
333
EP Wealth Advisors
California
$627K +$633K +9,369 New
TRSOTSOK
334
Teachers Retirement System of the State of Kentucky
Kentucky
$624K – – –
GWM
335
GSB Wealth Management
Connecticut
$600K +$8.65K +128 +1%
IAA
336
Independent Advisor Alliance
North Carolina
$599K -$17K -251 -3%
HSA
337
HBK Sorce Advisory
Pennsylvania
$598K -$14.1K -208 -3%
CC
338
Chicago Capital
Illinois
$594K +$276K +4,090 +85%
BTI
339
Blue Trust Inc
Georgia
$592K -$40.3K -596 -6%
DADC
340
D.A. Davidson & Co
Montana
$585K +$23K +341 +4%
LTAS
341
Linden Thomas Advisory Services
North Carolina
$583K -$1.49K -22 -0.3%
DIA
342
Dean Investment Associates
Ohio
$582K -$281K -4,161 -32%
DIP
343
Davis Investment Partners
North Carolina
$581K +$5.74K +85 +1%
LWAM
344
Legacy Wealth Asset Management
Minnesota
$573K +$108K +1,601 +23%
CIAS
345
CFS Investment Advisory Services
New Jersey
$566K -$54K -799 -9%
MCM
346
Massar Capital Management
Connecticut
$561K +$567K +8,390 New
MSU
347
Mizuho Securities USA
New York
$545K -$4.53K -67 -0.8%
IGAM
348
iA Global Asset Management
Quebec, Canada
$521K -$5.41K -80 -1%
BMCM
349
Burns Matteson Capital Management
New York
$514K +$520K +7,692 New
IPW
350
Impact Partnership Wealth
Georgia
$506K +$511K +7,567 New
12 13
14
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