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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
251
Trust Company of Vermont
Vermont
$7K +$6.88K +80 New
FRA
252
Front Row Advisors
California
$6K +$774 +9 +15%
TWA
253
TCI Wealth Advisors
Arizona
$6K +$1.46K +17 +28%
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$6K +$3.96K +46 +118%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$6K +$6.02K +70 New
BFEC
256
Benjamin F. Edwards & Company
Missouri
$5K – – –
CIM
257
Contravisory Investment Management
Massachusetts
$5K – – –
BC
258
Bartlett & Co
Ohio
$5K +$4.9K +57 New
BCWM
259
Bartlett & Co Wealth Management
Ohio
$4.74K +$4.9K +57 New
ST
260
Sageworth Trust
Pennsylvania
$4K – – –
ACM
261
AUA Capital Management
Pennsylvania
$3K – – –
FF
262
FourThought Financial
Florida
$3K – – –
IA
263
IFP Advisors
Florida
$2K – – –
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$1K -$7.91K -92 -84%
MCM
265
Manchester Capital Management
Vermont
$1K -$2.41K -28 -76%
JWA
266
JFS Wealth Advisors
Pennsylvania
$1K -$1.12K -13 -50%
C
267
Covestor
United Kingdom
$1K -$344 -4 -40%
DI
268
Disciplined Investments
Oklahoma
$1K – – –
NIC
269
Northwest Investment Counselors
Oregon
$1K – – –
PA
270
Parallel Advisors
California
$1K – – –
SC
271
Schubert & Co
Texas
$1K +$946 +11 +157%
Jones Financial Companies
272
Jones Financial Companies
Missouri
$1K +$1.03K +12 New
PMFA
273
Plante Moran Financial Advisors
Michigan
$1K +$1.38K +16 New
SFG
274
Steward Financial Group
Texas
$1K +$1.63K +19 New
Robeco Institutional Asset Management
275
Robeco Institutional Asset Management
Netherlands
– -$29.4M -330,000 Closed