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A.O. Smith
AOS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
626
Raleigh Capital Management
North Carolina
$1.37K -$1.55K -23 -52%
DPW
627
DiNuzzo Private Wealth
Pennsylvania
$1.31K -$338 -5 -20%
TFA
628
Transamerica Financial Advisors
Florida
$1K -$56.9K -842 -100%
GKIM
629
GW&K Investment Management
Massachusetts
$1K +$676 +10 +333%
WCM
630
Winthrop Capital Management
Indiana
$1K +$1.01K +15 New
HPC
631
HM Payson & Co
Maine
$981 – – –
RWM
632
Raffa Wealth Management
District of Columbia
$980 – – –
PWA
633
Physician Wealth Advisors
Utah
$916 +$946 +14 New
GWM
634
Geneos Wealth Management
Colorado
$784 -$1.69K -25 -68%
GP
635
Greenline Partners
New York
$719 +$743 +11 New
AIM
636
Anchor Investment Management
South Carolina
$654 – – –
PWAM
637
Private Wealth Asset Management
Iowa
$588 +$608 +9 New
HFS
638
Hughes Financial Services
Virginia
$525 +$541 +8 New
BFS
639
Bare Financial Services
Pennsylvania
$523 +$541 +8 New
TFM
640
TFC Financial Management
Massachusetts
$460 – – –
CT
641
Colonial Trust
South Carolina
$458 -$5.75K -85 -92%
RA
642
Rise Advisors
New York
$458 – – –
HFS
643
Horizon Financial Services
North Carolina
$458 +$473 +7 New
RS
644
Rakuten Securities
Japan
$458 +$473 +7 New
HCP
645
Hexagon Capital Partners
Arkansas
$383 – – –
CW
646
Curio Wealth
Maryland
$341 +$68 +1 New
CWC
647
Carolinas Wealth Consulting
North Carolina
$327 – – –
AWM
648
Activest Wealth Management
Florida
$327 +$338 +5 New
OCM
649
Osterweis Capital Management
California
$327 +$338 +5 New
WCM
650
WealthTrak Capital Management
Virginia
$327 +$338 +5 New
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