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A.O. Smith
AOS

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
601
DiNuzzo Private Wealth
Pennsylvania
$1.52K – – –
SWM
602
Spire Wealth Management
Virginia
$1.45K -$865 -12 -35%
HWP
603
Highline Wealth Partners
California
$1.45K +$1.59K +22 New
GSEP
604
Golden State Equity Partners
California
$1.35K +$1.44K +20 New
SSG
605
Summit Securities Group
New York
$1.19K -$10.8K -150 -89%
PWA
606
Principia Wealth Advisory
Texas
$1.19K -$432 -6 -25%
AF
607
Advisornet Financial
Minnesota
$1.19K +$360 +5 +38%
BHWM
608
Bay Harbor Wealth Management
Maryland
$1.19K +$577 +8 +80%
AW
609
Avion Wealth
Texas
$1K +$577 +8 +100%
YDMI
610
Y.D. More Investments
Israel
$994 -$7.06K -98 -2%
RWM
611
Raffa Wealth Management
District of Columbia
$989 – – –
SWM
612
SHP Wealth Management
Massachusetts
$989 +$504 +7 +88%
SIM
613
Synergy Investment Management
Florida
$858 +$937 +13 New
RWM
614
Rialto Wealth Management
New York
$792 +$216 +3 +33%
AFC
615
Ares Financial Consulting
California
$716 – – –
CFM
616
Cornerstone Financial Management
Massachusetts
$528 – – –
HIA
617
HFM Investment Advisors
New Jersey
$528 – – –
CIAM
618
Caitong International Asset Management
Hong Kong
$528 +$577 +8 New
VWM
619
Vermillion Wealth Management
Minnesota
$528 +$577 +8 New
TFM
620
TFC Financial Management
Massachusetts
$464 – – –
BGAI
621
Bruce G. Allen Investments
Colorado
$462 – – –
DF
622
Dunhill Financial
United Kingdom
$451 -$72 -1 -14%
TWM
623
TopTier Wealth Management
Wisconsin
$396 +$432 +6 New
VWA
624
Valued Wealth Advisors
Utah
$337 +$72 +1 +25%
CW
625
Curio Wealth
Maryland
$330 – – –
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25
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