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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
TE
776
Tema ETFs
New York
$989K – – –
CWP
777
Cyndeo Wealth Partners
Florida
$986K +$14.5K +8 +2%
MYAM
778
Meiji Yasuda Asset Management
Japan
$985K +$140K +77 +18%
PFPG
779
Pinnacle Financial Partners (Georgia)
Georgia
$981K -$27.2K -15 -3%
CCA
780
Catalyst Capital Advisors
New York
$961K -$426K -235 -33%
IB
781
Intrust Bank
Kansas
$955K -$214K -118 -20%
WEG
782
World Equity Group
Illinois
$953K – – –
GT
783
Glenmede Trust
Pennsylvania
$953K +$103K +57 +13%
GGS
784
Galvin Gaustad & Stein
Arizona
$943K – – –
EFS
785
Essex Financial Services
Connecticut
$928K -$59.9K -33 -7%
CCM
786
Copeland Capital Management
Pennsylvania
$928K +$1.81K +1 +0.2%
ORI
787
Oak Ridge Investments
Illinois
$918K +$63.5K +35 +8%
RA
788
Riversedge Advisors
Delaware
$918K +$169K +93 +25%
ACS
789
Archford Capital Strategies
Illinois
$918K +$840K +463 New
CCS
790
Concentric Capital Strategies
Connecticut
$916K +$838K +462 New
WH
791
Wallace Hart
Kentucky
$916K +$838K +462 New
VR
792
Vision Retirement
New Jersey
$908K +$134K +74 +19%
LCM
793
Laurion Capital Management
New York
$906K -$6.36M -3,503 -88%
LA
794
LVW Advisors
New York
$904K -$203K -112 -20%
Loomis, Sayles & Company
795
Loomis, Sayles & Company
Massachusetts
$902K +$52.6K +29 +7%
IIM
796
Ipswich Investment Management
Massachusetts
$900K -$52.6K -29 -6%
MIM
797
Montgomery Investment Management
Maryland
$892K – – –
WC
798
Waterloo Capital
Texas
$888K +$178K +98 +28%
PL
799
Perpetual Ltd
Australia
$874K -$32.7K -18 -4%
TDB
800
Thompson David Blair
$874K +$800K +441 New