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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
XF
901
XML Financial
Maryland
$577K -$14.5K -8 -3%
TA
902
Tactive Advisors
Florida
$575K +$526K +290 New
SAG
903
SageView Advisory Group
California
$573K +$5.44K +3 +1%
AWM
904
Angeles Wealth Management
California
$569K +$36.3K +20 +7%
APW
905
Aventura Private Wealth
Florida
$569K +$232K +128 +81%
CF
906
Centaurus Financial
California
$567K +$83.5K +46 +19%
BAM
907
Blueshift Asset Management
New Jersey
$567K -$590K -325 -53%
BWP
908
Balboa Wealth Partners
Arizona
$567K -$196K -108 -27%
TSW
909
Three Seasons Wealth
Utah
$565K +$517K +285 New
FCBT
910
First Citizens Bank & Trust
North Carolina
$565K – – –
AIM
911
Advyzon Investment Management
Illinois
$563K -$232K -128 -31%
PAG
912
Poinciana Advisors Group
Florida
$559K – – –
OWCM
913
One Wealth Capital Management
Arizona
$559K +$127K +70 +33%
EFA
914
Englebert Financial Advisers
Pennsylvania
$557K +$510K +281 New
RFG
915
Range Financial Group
Oregon
$549K -$120K -66 -19%
RMDI
916
R.M. Davis Inc
Maine
$547K – – –
MAP
917
Moody Aldrich Partners
Massachusetts
$545K -$3.63K -2 -0.7%
GA
918
Greenspring Advisors
Maryland
$543K -$1.81K -1 -0.4%
QFA
919
Quantum Financial Advisors
California
$541K – – –
LFP
920
Leeward Financial Partners
Washington
$539K -$43.5K -24 -8%
DWG
921
Darden Wealth Group
Michigan
$535K – – –
CWM
922
Connecticut Wealth Management
Connecticut
$529K -$401K -221 -45%
MW
923
MBL Wealth
North Carolina
$529K -$39.9K -22 -8%
RIP
924
Reliant Investment Partners
North Carolina
$527K +$45.4K +25 +10%
MFC
925
Morris Financial Concepts
South Carolina
$523K – – –
35 36
37
38 39