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A.O. Smith

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
526
Concourse Financial Group Securities
Alabama
$201K +$11.6K +141 +7%
LSAG
527
Lake Street Advisors Group
New Hampshire
$201K +$185K +2,246 New
CAM
528
Cidel Asset Management
Ontario, Canada
$201K +$185K +2,245 New
Capstone Investment Advisors
529
Capstone Investment Advisors
New York
$200K +$184K +2,234 New
BONH
530
Bank of New Hampshire
New Hampshire
$194K -$17K -206 -9%
EBA
531
Eagle Bay Advisors
New York
$182K -$39.8K -482 -19%
HI
532
Horizon Investments
North Carolina
$172K -$17.1K -207 -10%
BWM
533
BKM Wealth Management
Wisconsin
$169K -$3.96K -48 -2%
Northwestern Mutual Wealth Management
534
Northwestern Mutual Wealth Management
Wisconsin
$168K -$11K -133 -7%
GI
535
GAMMA Investing
California
$167K +$31.4K +381 +26%
GCM
536
Gladius Capital Management
Illinois
$156K -$14.1K -171 -9%
ST
537
Smithfield Trust
Pennsylvania
$144K +$3.46K +42 +3%
NIMI
538
Natixis Investment Managers International
France
$143K -$16.1K -195 -11%
SWM
539
Spire Wealth Management
Virginia
$141K -$4.78K -58 -4%
GRP
540
Global Retirement Partners
California
$135K +$82 +1 +0.1%
FCAS
541
First Command Advisory Services
Texas
$132K +$122K +1,475 New
KC
542
Kepos Capital
New York
$126K -$5.28K -64 -4%
IPW
543
Impact Partnership Wealth
Georgia
$119K +$110K +1,329 New
GM
544
GeoWealth Management
Illinois
$118K +$5.53K +67 +5%
AWM
545
Avior Wealth Management
Nebraska
$114K +$47.8K +580 +84%
HCM
546
Highlander Capital Management
New Jersey
$107K
UB
547
UMB Bank
Missouri
$97.6K +$247 +3 +0.3%
AA
548
Addison Advisors
Vermont
$95.4K +$12.4K +150 +16%
S
549
SignatureFD
Georgia
$83.9K -$1.9K -23 -2%
BLC
550
Brown, Lisle/Cummings
Rhode Island
$82.3K