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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
426
Sound View Wealth Advisors Group
Georgia
$238K -$209K -657 -46%
VCA
427
Verdence Capital Advisors
Maryland
$235K -$4.45K -14 -2%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$235K +$112K +353 +83%
SWM
429
Spire Wealth Management
Virginia
$234K -$25.7K -81 -10%
AAM
430
Advisors Asset Management
Colorado
$232K +$243K +764 New
MFA
431
Mayflower Financial Advisors
Massachusetts
$232K -$6.04K -19 -2%
IWM
432
IHT Wealth Management
Illinois
$232K +$242K +762 New
DWM
433
Dakota Wealth Management
Florida
$230K -$108K -340 -31%
TPCW
434
TD Private Client Wealth
New York
$227K -$11.1K -35 -4%
PCM
435
Prelude Capital Management
New York
$222K +$6.67K +21 +3%
PFG
436
Prosperity Financial Group
California
$221K +$231K +728 New
SB
437
Strategic Blueprint
Georgia
$220K +$5.4K +17 +2%
DWT
438
Dorsey & Whitney Trust
South Dakota
$217K -$3.18K -10 -1%
MNBTD
439
Moody National Bank Trust Division
Texas
$216K +$226K +711 New
EMAM
440
Encompass More Asset Management
California
$216K +$225K +709 New
LAM
441
L2 Asset Management
Massachusetts
$215K +$225K +707 New
CG
442
Caprock Group
Idaho
$214K +$20K +63 +10%
PI
443
PFG Investments
New York
$214K -$1.81M -5,681 -89%
GT
444
Glenview Trust
Kentucky
$210K
AHL
445
Abel Hall LLC
Louisiana
$208K +$13K +41 +6%
KPWS
446
Kestra Private Wealth Services
Texas
$208K -$815K -2,564 -79%
I
447
InceptionR
California
$203K -$723K -2,273 -77%
GWP
448
Gen-Wealth Partners
Michigan
$200K +$54.4K +171 +35%
SPIA
449
Steward Partners Investment Advisory
New York
$170K
AF
450
Advisornet Financial
Minnesota
$146K +$74.7K +235 +96%