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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
Syon Capital
California
$797K +$4.62K +5 +0.6%
CCA
602
Catalyst Capital Advisors
New York
$793K
KWM
603
Kingsview Wealth Management
Oregon
$791K -$362K -392 -32%
AFG
604
Atomi Financial Group
New York
$778K +$101K +109 +15%
BCM
605
BTC Capital Management
Iowa
$776K -$133K -144 -15%
RIL
606
Rothschild Investment LLC
Illinois
$765K +$199K +215 +36%
T
607
TOBAM
France
$755K +$747K +809 New
SVWAG
608
Sound View Wealth Advisors Group
Georgia
$749K -$125K -135 -14%
IWM
609
IHT Wealth Management
Illinois
$744K +$4.62K +5 +0.6%
RS
610
R Squared
Hong Kong
$742K +$46.2K +50 +7%
Northwestern Mutual Wealth Management
611
Northwestern Mutual Wealth Management
Wisconsin
$729K -$30.5K -33 -4%
IPW
612
Impact Partnership Wealth
Georgia
$721K -$10.2K -11 -1%
APA
613
Astoria Portfolio Advisors
New York
$721K +$471K +510 New
WMA
614
West Michigan Advisors
Michigan
$717K +$9.23K +10 +1%
VT
615
Vise Technologies
New York
$702K +$404K +438 +139%
AFGAS
616
Allegiance Financial Group Advisory Services
Virginia
$698K +$130K +141 +23%
TSW
617
Three Seasons Wealth
Utah
$693K -$161K -174 -19%
FHA
618
Flagship Harbor Advisors
Massachusetts
$691K -$681K -738 -50%
SL
619
Sentinus LLC
Illinois
$689K +$681K +738 New
DWT
620
Dorsey & Whitney Trust
South Dakota
$688K +$15.7K +17 +2%
JSL
621
JT Stratford LLC
Georgia
$686K -$290K -314 -30%
Lido Advisors
622
Lido Advisors
California
$681K +$297K +322 +71%
UCFA
623
United Capital Financial Advisors
Texas
$681K +$27.7K +30 +4%
GWP
624
Gateway Wealth Partners
Wisconsin
$678K +$49.9K +54 +8%
PFPG
625
Pinnacle Financial Partners (Georgia)
Georgia
$678K +$670K +726 New