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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
751
J2 Capital Management
Michigan
$746K -$196K -154 -22%
KWM
752
Keebeck Wealth Management
Illinois
$746K -$14K -11 -2%
SCA
753
Snowden Capital Advisors
New York
$745K +$43.2K +34 +7%
MYLI
754
Meiji Yasuda Life Insurance
Japan
$741K +$682K +537 New
SAI
755
Savvy Advisors Inc
New York
$729K +$127K +100 +23%
AFCM
756
Applied Finance Capital Management
Puerto Rico
$721K -$60.9K -48 -8%
RC
757
Roundview Capital
New Jersey
$716K +$57.1K +45 +9%
MWM
758
Mission Wealth Management
California
$714K +$658K +518 New
DS
759
DRW Securities
Illinois
$706K +$97.8K +77 +18%
PFPG
760
Pinnacle Financial Partners (Georgia)
Georgia
$703K -$274K -216 -30%
NFG
761
Northbridge Financial Group
Florida
$703K -$2.54K -2 -0.5%
VT
762
Vise Technologies
New York
$702K – – –
CFD
763
Creative Financial Designs
Indiana
$698K -$41.9K -33 -6%
EFS
764
Essex Financial Services
Connecticut
$691K -$24.1K -19 -4%
MWM
765
Mindset Wealth Management
Indiana
$689K – – –
AIC
766
Archer Investment Corporation
Indiana
$689K +$267K +210 +72%
SMH
767
Sanders Morris Harris
Texas
$689K +$635K +500 New
FIA
768
FNY Investment Advisers
New York
$689K +$635K +500 New
TE
769
Tema ETFs
New York
$688K – – –
PCMH
770
Polymer Capital Management (HK)
Hong Kong
$684K +$630K +496 New
M1FG
771
Mach-1 Financial Group
Arkansas
$676K -$548K -432 -47%
CWP
772
Cyndeo Wealth Partners
Florida
$675K +$19K +15 +3%
CWM
773
Connecticut Wealth Management
Connecticut
$673K – – –
AFP
774
Ausdal Financial Partners
Iowa
$670K +$30.5K +24 +5%
IIM
775
Ipswich Investment Management
Massachusetts
$666K -$50.8K -40 -8%
29 30
31
32 33