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A.O. Smith
AOS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
551
Centerpoint Advisors
Massachusetts
$36K – – –
AF
552
Allworth Financial
California
$35.6K +$8.63K +102 +34%
PS
553
Principal Securities
Iowa
$35.2K +$14K +165 +62%
PFBT
554
Parkside Financial Bank & Trust
Missouri
$34.7K +$13.5K +159 +60%
QC
555
Quent Capital
New York
$34.3K – – –
SAM
556
Smartleaf Asset Management
Massachusetts
$32.3K +$24.9K +294 +294%
AF
557
Arrow Financial
New York
$31.9K – – –
VWM
558
Venturi Wealth Management
Texas
$30.3K +$10.1K +119 +47%
QL
559
Quarry LP
New York
$29.4K +$20.7K +245 +215%
RMC
560
Resources Management Corp
Connecticut
$29K – – –
FFA
561
Farther Finance Advisors
California
$28.4K -$6.35K -75 -17%
SPIA
562
Steward Partners Investment Advisory
New York
$27.4K – – –
CAL
563
Capital Advisors Ltd
Ohio
$25K -$85 -1 -0.3%
NC
564
NewSquare Capital
Pennsylvania
$24.5K – – –
BCWM
565
Bartlett & Co Wealth Management
Ohio
$24.5K +$8.46K +100 +50%
FNWA
566
Financial Network Wealth Advisors
Utah
$24.5K +$25.4K +300 New
UOTTAIMCU
567
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.5K +$25.4K +300 New
CH
568
Cromwell Holdings
Wyoming
$24.2K +$25.1K +296 New
NFSG
569
Newbridge Financial Services Group
Florida
$23.7K – – –
EWA
570
EverSource Wealth Advisors
Alabama
$22.6K +$1.86K +22 +9%
TSMHT
571
Thurston Springer Miller Herd & Titak
Indiana
$22.3K -$28.1K -332 -55%
LI
572
LRI Investments
Florida
$21K – – –
JWM
573
Janiczek Wealth Management
Colorado
$20.4K – – –
T
574
TOBAM
France
$20K +$20.3K +240 New
IC
575
Innealta Capital
Texas
$20K +$20.6K +244 New
21 22
23
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