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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
551
Summit Trail Advisors
New York
$1.01M +$304K +329 +43%
QCM
552
Qsemble Capital Management
New York
$1.01M +$999K +1,082 New
XT
553
XTX Topco
Cayman Islands
$1.01M +$998K +1,081 New
PWG
554
Portside Wealth Group
Utah
$1M -$92.3K -100 -9%
PFA
555
Petra Financial Advisors
Colorado
$1M -$1.85K -2 -0.2%
AWM
556
AE Wealth Management
Kansas
$996K +$225K +244 +30%
PA
557
PFG Advisors
Arizona
$992K +$45.2K +49 +5%
HIC
558
Holderness Investments Company
North Carolina
$989K +$36.9K +40 +4%
NG
559
Norden Group
Utah
$987K -$365K -395 -27%
CCM
560
Copeland Capital Management
Pennsylvania
$979K -$397K -430 -29%
MOS
561
MGO One Seven
Ohio
$975K -$450K -487 -32%
AU
562
Algebris (UK)
United Kingdom
$975K +$964K +1,044 New
AS
563
Altshuler Shaham
Israel
$972K +$72.9K +79 +8%
TPI
564
Trust Point Inc
Wisconsin
$970K -$36K -39 -4%
A
565
AlphaQuest
New York
$966K +$201K +218 +27%
CPBTD
566
Central Pacific Bank - Trust Division
Hawaii
$962K +$952K +1,031 New
HAG
567
HighPoint Advisor Group
Illinois
$961K -$224K -243 -19%
PWM
568
Prosperity Wealth Management
California
$957K +$946K +1,025 New
KRW
569
Kaufman Rossin Wealth
Florida
$956K – – –
BCV
570
Banque Cantonale Vaudoise
Switzerland
$950K +$941K +1,019 New
CPA
571
Capital Performance Advisors
California
$940K +$175K +190 +23%
UB
572
UMB Bank
Missouri
$937K -$37.9K -41 -4%
GAM
573
Generali Asset Management
Italy
$935K +$925K +1,002 New
SG
574
Strid Group
Pennsylvania
$933K -$250K -271 -21%
BBVA
575
Banco Bilbao Vizcaya Argentaria
Spain
$933K +$923K +1,000 New
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