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A.O. Smith
AOS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
601
MJT & Associates Financial Advisory
Minnesota
$4.42K – – –
AP
602
Aspect Partners
Virginia
$4.37K – – –
KFAS
603
Keating Financial Advisory Services
Kansas
$4.21K +$4.26K +63 New
AS
604
Altshuler Shaham
Israel
$4.08K +$135 +2 +3%
PP
605
PFS Partners
New Jersey
$3.85K +$68 +1 +2%
CT
606
Colonial Trust
South Carolina
$3.71K +$3.11K +46 +460%
FFO
607
Fortitude Family Office
Arizona
$3.68K -$4.93K -73 -57%
BWL
608
Bogart Wealth LLC
Virginia
$3.28K – – –
BWA
609
Basecamp Wealth Advisors
Washington
$3.21K +$3.24K +48 New
GKIM
610
GW&K Investment Management
Massachusetts
$3K +$1.49K +22 +96%
TFA
611
Transamerica Financial Advisors
Florida
$2.75K -$1.22K -18 -31%
RA
612
Rational Advisors
New York
$2.48K -$338 -5 -12%
ZBNA
613
Zions Bancorporation, National Association
Utah
$2.41K -$608 -9 -20%
SWM
614
Spire Wealth Management
Virginia
$2.27K +$743 +11 +48%
WWA
615
Wealth Watch Advisors
Colorado
$1.74K +$1.08K +16 +160%
HHMI
616
Howard Hughes Medical Institute
Maryland
$1.67K – – –
PWMG
617
Private Wealth Management Group
New Jersey
$1.67K – – –
PWA
618
Principia Wealth Advisory
Texas
$1.6K +$811 +12 +100%
DPW
619
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$68 +1 +5%
PWA
620
Physician Wealth Advisors
Utah
$1.34K -$811 -12 -38%
BCWM
621
Bartlett & Co Wealth Management
Ohio
$1.07K +$946 +14 +700%
YDMI
622
Y.D. More Investments
Israel
$1.02K +$329K +4,868 New
RWM
623
Raffa Wealth Management
District of Columbia
$1K – – –
AF
624
Advisornet Financial
Minnesota
$869 – – –
AGWCA
625
Annis Gardner Whiting Capital Advisors
Florida
$803 – – –
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