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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
451
OP Asset Management
$1.09M +$634K +935 +245%
FFS
452
Fortress Financial Solutions
Arizona
$1.08M -$19K -28 -2%
EMAM
453
Encompass More Asset Management
California
$1.08M -$311K -459 -26%
FDP
454
Financiere des Professionnels
Quebec, Canada
$1.08M – – –
HCM
455
HMS Capital Management
Tennessee
$1.08M -$33.2K -49 -4%
VWM
456
Venturi Wealth Management
Texas
$1.07M -$435K -642 -33%
WIA
457
World Investment Advisors
California
$1.06M -$166K -245 -16%
HAG
458
HighPoint Advisor Group
Illinois
$1.05M -$19K -28 -2%
SG
459
Strid Group
Pennsylvania
$1.05M -$339K -500 -28%
SCP
460
Sivia Capital Partners
California
$1.04M +$127K +187 +17%
SCM
461
Shelton Capital Management
Colorado
$1.04M – – –
BAM
462
Belpointe Asset Management
Nevada
$1.04M +$8.81K +13 +1%
DO
463
denkapparat Operations
Germany
$1.03M +$209K +308 +33%
KWM
464
Kingsview Wealth Management
Oregon
$1.02M -$78.6K -116 -9%
CA
465
Clearstead Advisors
Ohio
$1.01M +$120K +177 +17%
LGF
466
LGT Group Foundation
Liechtenstein
$1M +$237K +350 +41%
JF
467
Jump Financial
Illinois
$1M +$824K +1,216 New
KC
468
Katamaran Capital
United Kingdom
$994K +$172K +254 +27%
CB
469
Commerce Bank
Missouri
$979K -$8.81K -13 -1%
PWG
470
Portside Wealth Group
Utah
$970K -$167K -246 -17%
FTWA
471
Fifth Third Wealth Advisors
Ohio
$965K -$31.9K -47 -4%
IQI
472
Integrated Quantitative Investments
Washington
$956K -$627K -925 -44%
HIM
473
Hanlon Investment Management
New Jersey
$956K +$785K +1,158 New
BCM
474
Bayesian Capital Management
New York
$942K +$773K +1,141 New
EWA
475
EverSource Wealth Advisors
Alabama
$941K +$148K +219 +24%
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19
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