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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$41.2K -$1.17K -9 -3%
CMP
302
Coston McIsaac & Partners
Maine
$36K +$1.95K +15 +6%
AS
303
Altshuler Shaham
Israel
$23.5K -$1.04K -8 -5%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$23K -$4.02K -31 -16%
LF
305
Lee Financial
Texas
$22.8K – – –
ASN
306
Advisory Services Network
Georgia
$22.2K – – –
CIM
307
Contravisory Investment Management
Massachusetts
$21.2K +$11.7K +90 +164%
BBHC
308
Brown Brothers Harriman & Co
New York
$20.6K -$9.08K -70 -33%
BAM
309
Belpointe Asset Management
Nevada
$20.2K -$133K -1,025 -88%
GRP
310
Global Retirement Partners
California
$19K -$519 -4 -3%
KFS
311
Kelly Financial Services
Massachusetts
$16.9K – – –
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$16.3K +$5.71K +44 +65%
STCOSD
313
Sageworth Trust Company of South Dakota
South Dakota
$15.3K – – –
RAM
314
Riggs Asset Management
Pennsylvania
$14.8K +$13.1K +101 New
SC
315
Solstein Capital
California
$12.3K – – –
TWA
316
TCI Wealth Advisors
Arizona
$11.8K – – –
PTC
317
Private Trust Company
Ohio
$9.63K -$1.82K -14 -18%
FRA
318
Front Row Advisors
California
$8K -$259 -2 -4%
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$7.3K – – –
ST
320
Sageworth Trust
Pennsylvania
$7.01K – – –
HMS
321
Hanseatic Management Services
New Mexico
$6K – – –
CT
322
Colonial Trust
South Carolina
$5.27K – – –
JWA
323
JFS Wealth Advisors
Pennsylvania
$4.96K -$259 -2 -6%
GEA
324
Glen Eagle Advisors
New Jersey
$4.96K – – –
AF
325
Allworth Financial
California
$4.67K +$4.15K +32 New