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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
701
Cornerstone Planning Group
New Jersey
$6.23K – – –
HWA
702
Heritage Wealth Advisors
Virginia
$6.21K – – –
CT
703
Clearstead Trust
Maine
$5.9K +$4.79K +11 New
AA
704
Ancora Advisors
Ohio
$5.9K +$4.79K +11 New
HNW
705
High Note Wealth
Minnesota
$5.9K +$4.79K +11 New
RAM
706
Riggs Asset Management
Pennsylvania
$5.82K – – –
DPW
707
DiNuzzo Private Wealth
Pennsylvania
$5.36K – – –
AAG
708
Armstrong Advisory Group
Massachusetts
$5.36K +$4.36K +10 New
CA
709
CoreCap Advisors
Michigan
$4.83K -$436 -1 -10%
MAFA
710
MJT & Associates Financial Advisory
Minnesota
$4.83K – – –
PWA
711
Provenance Wealth Advisors
Florida
$4.83K – – –
CIAM
712
Caitong International Asset Management
Hong Kong
$4.83K +$2.18K +5 +125%
AWM
713
Activest Wealth Management
Florida
$4.29K +$3.48K +8 New
PAI
714
Pittenger & Anderson Inc
Nebraska
$4.29K +$3.48K +8 New
BFS
715
Bare Financial Services
Pennsylvania
$4.29K +$871 +2 +33%
PWA
716
Physician Wealth Advisors
Utah
$3.75K +$3.05K +7 New
FNWA
717
Financial Network Wealth Advisors
Utah
$3.22K – – –
BWL
718
Bogart Wealth LLC
Virginia
$3.22K +$1.31K +3 +100%
HFS
719
Hughes Financial Services
Virginia
$2.76K +$1.31K +3 +300%
SIC
720
SJS Investment Consulting
Ohio
$2.68K -$1.74K -4 -44%
CFFP
721
Center for Financial Planning
Michigan
$2.68K – – –
WCM
722
WealthTrak Capital Management
Virginia
$2.68K +$436 +1 +25%
PWMG
723
Prestige Wealth Management Group
New Jersey
$2.68K +$2.18K +5 New
AFG
724
Albion Financial Group
Utah
$2.15K – – –
CH
725
Cromwell Holdings
Wyoming
$2.15K – – –
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