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A.O. Smith
AOS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
601
Highline Wealth Partners
California
$1.45K +$1.59K +22 New
GSEP
602
Golden State Equity Partners
California
$1.35K +$1.44K +20 New
SSG
603
Summit Securities Group
New York
$1.19K -$10.8K -150 -89%
AF
604
Advisornet Financial
Minnesota
$1.19K +$360 +5 +38%
BHWM
605
Bay Harbor Wealth Management
Maryland
$1.19K +$577 +8 +80%
AW
606
Avion Wealth
Texas
$1K +$577 +8 +100%
YDMI
607
Y.D. More Investments
Israel
$994 -$7.06K -98 -2%
RWM
608
Raffa Wealth Management
District of Columbia
$989 – – –
SWM
609
SHP Wealth Management
Massachusetts
$989 +$504 +7 +88%
SIM
610
Synergy Investment Management
Florida
$858 +$937 +13 New
RWM
611
Rialto Wealth Management
New York
$792 +$216 +3 +33%
AFC
612
Ares Financial Consulting
California
$716 – – –
CFM
613
Cornerstone Financial Management
Massachusetts
$528 – – –
HIA
614
HFM Investment Advisors
New Jersey
$528 – – –
CIAM
615
Caitong International Asset Management
Hong Kong
$528 +$577 +8 New
VWM
616
Vermillion Wealth Management
Minnesota
$528 +$577 +8 New
TFM
617
TFC Financial Management
Massachusetts
$464 – – –
BGAI
618
Bruce G. Allen Investments
Colorado
$462 – – –
DF
619
Dunhill Financial
United Kingdom
$451 -$72 -1 -14%
TWM
620
TopTier Wealth Management
Wisconsin
$396 +$432 +6 New
VWA
621
Valued Wealth Advisors
Utah
$337 +$72 +1 +25%
CW
622
Curio Wealth
Maryland
$330 – – –
RF
623
Rossby Financial
Florida
$325 – – –
CCWM
624
Cassaday & Co Wealth Management
Virginia
$264 +$288 +4 New
RS
625
Rakuten Securities
Japan
$198 -$151K -2,097 -100%
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