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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Mindset Wealth Management
Indiana
$467K
TE
702
Tema ETFs
New York
$466K +$461K +499 New
CWM
703
Connecticut Wealth Management
Connecticut
$455K -$94.2K -102 -17%
JCM
704
Jag Capital Management
Missouri
$449K +$87.7K +95 +25%
LNWTC
705
Laird Norton Wetherby Trust Company
Washington
$448K +$443K +480 New
I
706
InceptionR
California
$447K -$153K -166 -26%
GGS
707
Galvin Gaustad & Stein
Arizona
$444K +$200K +217 +84%
CWP
708
Cyndeo Wealth Partners
Florida
$443K +$145K +157 +50%
RC
709
Roundview Capital
New Jersey
$442K +$1.85K +2 +0.4%
GS
710
GTS Securities
Florida
$436K +$431K +467 New
AFP
711
Ausdal Financial Partners
Iowa
$431K +$81.2K +88 +24%
DOA
712
D'Orazio & Associates
Virginia
$429K -$2.77K -3 -0.6%
AO
713
Advisor OS
Illinois
$428K -$84K -91 -17%
FTUS
714
Flow Traders U.S.
New York
$427K +$423K +458 New
PA
715
PharVision Advisers
Florida
$427K +$144K +156 +52%
ORG
716
Optimist Retirement Group
Washington
$424K
OF
717
Optimize Financial
California
$421K +$3.69K +4 +0.9%
CL
718
Choreo LLC
Illinois
$418K +$94.2K +102 +30%
MWM
719
Modern Wealth Management
Kansas
$413K +$7.39K +8 +2%
EH
720
Equitable Holdings
New York
$408K -$145K -157 -26%
DS
721
DRW Securities
Illinois
$406K -$403K -437 -50%
NFG
722
Northbridge Financial Group
Florida
$405K +$401K +434 New
WEG
723
World Equity Group
Illinois
$403K +$60.9K +66 +18%
Financial Engines Advisors
724
Financial Engines Advisors
California
$402K +$6.46K +7 +2%
SAI
725
Savvy Advisors Inc
New York
$400K +$86.8K +94 +28%