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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
AE Wealth Management
Kansas
$230K -$61.3K -412 -23%
BTWM
302
Baker Tilly Wealth Management
Wisconsin
$230K +$3.27K +22 +2%
Vanguard Personalized Indexing Management
303
Vanguard Personalized Indexing Management
California
$224K +$203K +1,362 New
SVWAG
304
Sound View Wealth Advisors Group
Georgia
$223K +$202K +1,359 New
Commonwealth Equity Services
305
Commonwealth Equity Services
Massachusetts
$222K +$201K +1,353 New
HIS
306
Horizon Investment Services
Indiana
$218K +$197K +1,326 New
Baird Financial Group
307
Baird Financial Group
Wisconsin
$215K +$195K +1,312 New
CNBT
308
Canandaigua National Bank & Trust
New York
$215K +$195K +1,309 New
CCM
309
Coldstream Capital Management
Washington
$213K +$193K +1,300 New
MFA
310
Mayflower Financial Advisors
Massachusetts
$210K -$43K -289 -18%
IPW
311
Impact Partnership Wealth
Georgia
$207K +$188K +1,261 New
BEI
312
Benjamin Edwards Inc
Missouri
$185K +$73.9K +497 +79%
QCG
313
Quadrant Capital Group
Ohio
$138K +$34.5K +232 +38%
C
314
Covestor
United Kingdom
$118K +$6.69K +45 +7%
TPCW
315
TD Private Client Wealth
New York
$90.8K +$33.3K +224 +68%
AIC
316
Archer Investment Corporation
Indiana
$90.3K
SPIA
317
Steward Partners Investment Advisory
New York
$88K
VFA
318
Virtus Fund Advisers
Connecticut
$86K
PFBT
319
Parkside Financial Bank & Trust
Missouri
$84.4K +$10.7K +72 +16%
CFGS
320
Concourse Financial Group Securities
Alabama
$67K +$14.9K +100 +32%
PI
321
PineBridge Investments
New York
$54.8K +$49.7K +334 New
FHA
322
First Horizon Advisors
Tennessee
$54.8K -$20.2K -136 -29%
S
323
SignatureFD
Georgia
$52.7K
AssetMark Inc
324
AssetMark Inc
California
$46.3K
HIIFS
325
Harel Insurance Investments & Financial Services
Israel
$46K +$40.7K +274 New