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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
I
276
InceptionR
California
$934K +$751K +2,941 New
SAM
277
Securian Asset Management
Minnesota
$926K -$25.5K -100 -3%
KWA
278
Kingswood Wealth Advisors
California
$898K +$722K +2,826 New
SG
279
Strid Group
Pennsylvania
$892K
VF
280
Vest Financial
Virginia
$885K +$711K +2,784 New
IFS
281
Ifrah Financial Services
Arkansas
$867K -$107K -418 -13%
WTG
282
West Tower Group
Virginia
$835K +$671K +2,628 New
AWM
283
Avior Wealth Management
Nebraska
$830K +$258K +1,011 +63%
AAP
284
Ardsley Advisory Partners
Connecticut
$794K +$639K +2,500 New
RS
285
Robeco Schweiz
Switzerland
$794K +$639K +2,500 New
PAS
286
Point72 Asia (Singapore)
Singapore
$794K +$229K +898 +56%
CL
287
CIM LLC
New York
$791K -$16.6K -65 -3%
RFC
288
Regions Financial Corp
Alabama
$787K -$152K -595 -19%
CCM
289
Coldstream Capital Management
Washington
$762K +$15.6K +61 +3%
BEI
290
Benjamin Edwards Inc
Missouri
$739K +$157K +614 +36%
PWG
291
Portside Wealth Group
Utah
$738K -$38.3K -150 -6%
SGAM
292
Smith Group Asset Management
Texas
$736K -$115K -449 -16%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$695K -$65.1K -255 -10%
PA
294
Profund Advisors
Maryland
$694K +$41.9K +164 +8%
P
295
Pitcairn
Pennsylvania
$676K -$804K -3,149 -60%
Aviva
296
Aviva
United Kingdom
$670K -$266K -1,043 -33%
LFAS
297
Level Four Advisory Services
Texas
$667K +$18.9K +74 +2%
GT
298
Glenmede Trust
Pennsylvania
$657K -$200K -781 -27%
HAG
299
HighPoint Advisor Group
Illinois
$639K -$48.3K -189 -9%
ECM
300
Evergreen Capital Management
Washington
$626K -$8.69K -34 -2%