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A.O. Smith
AOS

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
601
Aspect Partners
Virginia
$4.37K – – –
KFAS
602
Keating Financial Advisory Services
Kansas
$4.21K +$4.26K +63 New
AS
603
Altshuler Shaham
Israel
$4.08K +$135 +2 +3%
PP
604
PFS Partners
New Jersey
$3.85K +$68 +1 +2%
CT
605
Colonial Trust
South Carolina
$3.71K +$3.11K +46 +460%
FFO
606
Fortitude Family Office
Arizona
$3.68K -$4.93K -73 -57%
BWL
607
Bogart Wealth LLC
Virginia
$3.28K – – –
BWA
608
Basecamp Wealth Advisors
Washington
$3.21K +$3.24K +48 New
GKIM
609
GW&K Investment Management
Massachusetts
$3K +$1.49K +22 +96%
TFA
610
Transamerica Financial Advisors
Florida
$2.75K -$1.22K -18 -31%
RA
611
Rational Advisors
New York
$2.48K -$338 -5 -12%
ZBNA
612
Zions Bancorporation, National Association
Utah
$2.41K -$608 -9 -20%
SWM
613
Spire Wealth Management
Virginia
$2.27K +$743 +11 +48%
WWA
614
Wealth Watch Advisors
Colorado
$1.74K +$1.08K +16 +160%
HHMI
615
Howard Hughes Medical Institute
Maryland
$1.67K – – –
PWMG
616
Private Wealth Management Group
New Jersey
$1.67K – – –
PWA
617
Principia Wealth Advisory
Texas
$1.6K +$811 +12 +100%
DPW
618
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$68 +1 +5%
PWA
619
Physician Wealth Advisors
Utah
$1.34K -$811 -12 -38%
BCWM
620
Bartlett & Co Wealth Management
Ohio
$1.07K +$946 +14 +700%
YDMI
621
Y.D. More Investments
Israel
$1.02K +$329K +4,868 New
RWM
622
Raffa Wealth Management
District of Columbia
$1K – – –
AF
623
Advisornet Financial
Minnesota
$869 – – –
AGWCA
624
Annis Gardner Whiting Capital Advisors
Florida
$803 – – –
EW
625
Elyxium Wealth
California
$803 +$811 +12 New
23 24
25
26 27