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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Axxcess Wealth Management
California
$508K +$16.6K +18 +3%
BMWM
677
Brown Miller Wealth Management
Virginia
$508K +$16.6K +18 +3%
GT
678
Greenleaf Trust
Michigan
$506K +$21.2K +23 +4%
CFD
679
Creative Financial Designs
Indiana
$503K -$141K -153 -22%
ACA
680
Aptus Capital Advisors
Alabama
$503K +$95.1K +103 +24%
CMF
681
Counterpoint Mutual Funds
California
$501K +$496K +537 New
SF
682
Symphony Financial
Texas
$500K +$164K +178 +50%
WSFG
683
Wall Street Financial Group
Illinois
$497K +$491K +532 New
LA
684
LVW Advisors
New York
$494K -$101K -109 -17%
NWAG
685
Net Worth Advisory Group
Utah
$494K -$8.31K -9 -2%
MAS
686
Meeder Advisory Services
Ohio
$492K +$99.7K +108 +26%
Envestnet Portfolio Solutions
687
Envestnet Portfolio Solutions
Illinois
$488K +$16.6K +18 +4%
IIM
688
Ipswich Investment Management
Massachusetts
$488K +$3.69K +4 +0.8%
CJ
689
Caitlin John
Michigan
$488K +$483K +523 New
EFS
690
Essex Financial Services
Connecticut
$485K +$101K +109 +27%
TPCW
691
TD Private Client Wealth
New York
$483K -$81.2K -88 -15%
AU
692
AlphaGrep UK
$483K +$477K +517 New
FRM
693
Fox Run Management
Connecticut
$482K +$476K +516 New
CFG
694
Citizens Financial Group
Rhode Island
$480K +$136K +147 +40%
BFM
695
Boothbay Fund Management
New York
$480K +$215K +233 +83%
Loomis, Sayles & Company
696
Loomis, Sayles & Company
Massachusetts
$473K +$380K +412 +434%
SCA
697
Snowden Capital Advisors
New York
$472K -$30.5K -33 -6%
FFM
698
Forum Financial Management
Illinois
$470K -$80.3K -87 -15%
FFA
699
Fi3 Financial Advisors
Indiana
$470K +$59.1K +64 +15%
SFI
700
Siemens Fonds Invest
Germany
$467K +$455K +493 New