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A.O. Smith
AOS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$5.69K +$5.81K +86 +8,600%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$5.62K – – –
PAM
603
Parvin Asset Management
South Dakota
$5.56K +$5.75K +85 New
AA
604
Ancora Advisors
Ohio
$5.49K -$203 -3 -3%
WT
605
Washington Trust
Rhode Island
$5.43K – – –
FMP
606
Financial Management Professionals
Texas
$5.42K – – –
CFO
607
CVA Family Office
Colorado
$5.16K -$473 -7 -8%
LFA
608
LGT Financial Advisors
Texas
$4.61K -$41.7K -617 -90%
GBT
609
Grove Bank & Trust
Florida
$4.25K +$4.39K +65 New
AS
610
Altshuler Shaham
Israel
$3.79K +$68 +1 +2%
CT
611
Clearstead Trust
Maine
$3.6K +$3.72K +55 New
UCB
612
United Community Bank
South Carolina
$3.27K +$3.38K +50 New
BWL
613
Bogart Wealth LLC
Virginia
$3.2K – – –
BGAI
614
Bruce G. Allen Investments
Colorado
$3.01K +$743 +11 +31%
GFPC
615
Global Financial Private Client
Florida
$2.94K +$608 +9 +25%
CA
616
Continuum Advisory
Idaho
$2.35K -$3.11K -46 -56%
WA
617
Whipplewood Advisors
Colorado
$2.35K +$160K +2,364 +6,567%
S
618
Sachetta
Massachusetts
$2.22K +$1.15K +17 +100%
SWM
619
Spire Wealth Management
Virginia
$2.22K +$2.3K +34 New
AW
620
Avion Wealth
Texas
$2K – – –
KIM
621
Kestra Investment Management
Texas
$1.96K +$2.03K +30 New
DF
622
Dunhill Financial
United Kingdom
$1.92K -$203 -3 -9%
ZBNA
623
Zions Bancorporation, National Association
Utah
$1.9K +$1.96K +29 New
FFO
624
Fortitude Family Office
Arizona
$1.7K – – –
SIC
625
SJS Investment Consulting
Ohio
$1.44K -$270 -4 -15%
23 24
25
26 27