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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
IB
301
Intrust Bank
Kansas
$276K
AWM
302
Apollon Wealth Management
South Carolina
$274K +$19K +108 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
303
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$273K +$281K +1,600 New
RJT
304
Raymond James Trust
Florida
$267K -$8.25K -47 -3%
KFS
305
Kaizen Financial Strategies
California
$264K
SEC
306
Seven Eight Capital
New York
$264K +$272K +1,548 New
FHB
307
First Hawaiian Bank
Hawaii
$257K -$1.58K -9 -0.6%
AI
308
AXS Investments
New York
$256K -$912K -5,200 -78%
SMH
309
Sanders Morris Harris
Texas
$256K
Vanguard Personalized Indexing Management
310
Vanguard Personalized Indexing Management
California
$249K +$17.7K +101 +7%
Point72 Asset Management
311
Point72 Asset Management
Connecticut
$247K +$217K +1,238 +587%
SVWAG
312
Sound View Wealth Advisors Group
Georgia
$244K +$13.2K +75 +6%
CAM
313
Cresset Asset Management
Illinois
$235K +$242K +1,379 New
BTWM
314
Baker Tilly Wealth Management
Wisconsin
$233K -$5.79K -33 -2%
MYIA
315
Mount Yale Investment Advisors
Colorado
$232K -$59.5K -339 -20%
CAN
316
Cetera Advisor Networks
California
$231K +$238K +1,356 New
DWM
317
Dakota Wealth Management
Florida
$229K -$23.5K -134 -9%
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
$224K -$6.67K -38 -3%
FW
319
FirstPurpose Wealth
Utah
$210K +$216K +1,233 New
CCM
320
Coldstream Capital Management
Washington
$209K -$12.8K -73 -6%
CNBT
321
Canandaigua National Bank & Trust
New York
$208K -$15.8K -90 -7%
GT
322
Glenview Trust
Kentucky
$207K +$213K +1,213 New
FTDI
323
First Trust Direct Indexing
Massachusetts
$206K +$213K +1,211 New
CC
324
Cipher Capital
New York
$206K +$212K +1,210 New
KBC
325
Key Bridge Compliance
$202K +$208K +1,186 New