We are live on ! Find out more
FIX icon

Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
726
Claret Asset Management
Quebec, Canada
$399K -$923 -1 -0.2%
CIA
727
Concurrent Investment Advisors
Florida
$397K +$393K +426 New
TWD
728
True Wealth Design
Ohio
$394K -$47.1K -51 -11%
PCIA
729
Prime Capital Investment Advisors
Kansas
$393K -$54.5K -59 -12%
Kovitz Investment Group Partners
730
Kovitz Investment Group Partners
Illinois
$393K -$15.1M -16,353 -97%
LFA
731
Legacy Financial Advisors
Kentucky
$393K +$389K +421 New
DWM
732
Dynasty Wealth Management
Florida
$393K +$15.7K +17 +4%
JRPIM
733
Journey Retirement Planning & Investment Management
Idaho
$389K +$385K +417 New
PI
734
PineBridge Investments
New York
$388K -$121K -131 -24%
SW
735
SkyOak Wealth
Michigan
$385K -$87.7K -95 -19%
WAM
736
Walker Asset Management
Missouri
$383K
PCS
737
Personal CFO Solutions
New Jersey
$383K -$150K -163 -28%
GWP
738
Gen-Wealth Partners
Michigan
$383K +$3.69K +4 +1%
NW
739
NewEdge Wealth
Pennsylvania
$371K +$156K +169 +74%
SFGM
740
Stonebridge Financial Group (Missouri)
Missouri
$369K +$365K +395 New
AT
741
American Trust
Kentucky
$369K
GIA
742
Gateway Investment Advisers
Ohio
$369K +$365K +395 New
BWP
743
Barlow Wealth Partners
Kentucky
$368K +$92.3K +100 +38%
VAG
744
VisionPoint Advisory Group
Texas
$368K -$163K -177 -31%
OC
745
Oppenheimer & Co
New York
$367K -$9.23K -10 -2%
PFS
746
Prospera Financial Services
Texas
$365K +$18.5K +20 +5%
OR
747
Olympiad Research
Connecticut
$364K -$89.6K -97 -20%
GWM
748
Gibbs Wealth Management
Georgia
$364K -$214K -232 -39%
LFP
749
Leeward Financial Partners
Washington
$362K -$135K -146 -27%
MWM
750
Magnolia Wealth Management
Alabama
$362K -$57.2K -62 -14%