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A.O. Smith
AOS

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
576
Aspect Partners
Virginia
$4.31K – – –
AS
577
Altshuler Shaham
Israel
$3.83K -$216 -3 -5%
PP
578
PFS Partners
New Jersey
$3.81K – – –
CT
579
Clearstead Trust
Maine
$3.76K +$3.39K +47 +470%
UFPG
580
United Financial Planning Group
New York
$3.76K +$4.11K +57 New
CT
581
Colonial Trust
South Carolina
$3.66K – – –
BCWM
582
Bartlett & Co Wealth Management
Ohio
$3.61K +$3.24K +45 +281%
BWL
583
Bogart Wealth LLC
Virginia
$3.43K +$216 +3 +6%
TPWA
584
Twin Peaks Wealth Advisors
California
$3.23K +$3.53K +49 New
BWA
585
Basecamp Wealth Advisors
Washington
$3.17K – – –
TFA
586
Transamerica Financial Advisors
Florida
$3.11K +$432 +6 +15%
IAAG
587
Innovative Asset Advisors Group
Connecticut
$3.1K +$3.39K +47 New
OCWP
588
Owl Creek Wealth Partners
Colorado
$3.03K +$3.31K +46 New
KFAS
589
Keating Financial Advisory Services
Kansas
$3.03K -$1.23K -17 -27%
OWP
590
ORG Wealth Partners
Texas
$2.9K -$15.4K -214 -83%
PWA
591
Physician Wealth Advisors
Utah
$2.84K +$1.66K +23 +115%
RA
592
Rational Advisors
New York
$2.44K – – –
WA
593
Whipplewood Advisors
Colorado
$2.44K +$2.67K +37 New
EWP
594
Elevation Wealth Partners
California
$2.31K -$6.63K -92 -72%
GKIM
595
GW&K Investment Management
Massachusetts
$2K -$937 -13 -29%
ECM
596
Estabrook Capital Management
New York
$1.98K +$2.16K +30 New
TM
597
Torren Management
California
$1.85K -$31.4K -435 -94%
IRC
598
Investors Research Corp
Georgia
$1.58K +$1.73K +24 New
DPW
599
DiNuzzo Private Wealth
Pennsylvania
$1.52K – – –
SWM
600
Spire Wealth Management
Virginia
$1.45K -$865 -12 -35%
22 23
24
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