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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
Parallel Advisors
California
$1.36M +$45.4K +25 +4%
GRP
702
Global Retirement Partners
California
$1.36M +$1.24M +684 New
CCMG
703
Clark Capital Management Group
Pennsylvania
$1.36M +$711K +392 +134%
NSIM
704
North Star Investment Management
Illinois
$1.35M -$408K -225 -25%
VWM
705
Venturi Wealth Management
Texas
$1.35M -$187K -103 -13%
CAG
706
Cypress Advisory Group
Arizona
$1.35M -$907K -500 -42%
DIM
707
Delta Investment Management
California
$1.35M +$14.5K +8 +1%
CFD
708
Creative Financial Designs
Indiana
$1.33M +$301K +166 +33%
AFCM
709
Applied Finance Capital Management
Puerto Rico
$1.33M +$267K +147 +28%
HIM
710
Hanlon Investment Management
New Jersey
$1.31M -$748K -412 -38%
WA
711
WESPAC Advisors
California
$1.31M +$1.2M +662 New
GCM
712
Genus Capital Management
British Columbia, Canada
$1.31M -$3.45M -1,902 -74%
BPA
713
Beacon Pointe Advisors
California
$1.31M -$319K -176 -21%
WCA
714
Westover Capital Advisors
Delaware
$1.31M +$138K +76 +13%
LFIA
715
Legacy Financial Independent Advisors
Kentucky
$1.29M +$58.1K +32 +5%
CJ
716
Caitlin John
Michigan
$1.28M +$807K +445 +219%
BC
717
Burney Company
Virginia
$1.28M +$1.17M +647 New
SG
718
Strid Group
Pennsylvania
$1.28M +$187K +103 +19%
SPC
719
Spirepoint Private Client
Florida
$1.28M +$58.1K +32 +5%
DWP
720
Daymark Wealth Partners
Ohio
$1.28M +$70.8K +39 +6%
PWS
721
Precision Wealth Strategies
Missouri
$1.27M -$39.9K -22 -3%
PCS
722
Private Client Services
Kentucky
$1.26M -$2.69M -1,485 -70%
NG
723
Norden Group
Utah
$1.26M -$154K -85 -12%
PA
724
Pinnacle Associates
New York
$1.25M +$103K +57 +10%
PWMAG
725
Pinnacle Wealth Management Advisory Group
New Jersey
$1.25M +$103K +57 +10%
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