We are live on ! Find out more
FIX icon

Comfort Systems
FIX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
901
SageView Advisory Group
California
$573K +$5.44K +3 +1%
AWM
902
Angeles Wealth Management
California
$569K +$36.3K +20 +7%
APW
903
Aventura Private Wealth
Florida
$569K +$232K +128 +81%
CF
904
Centaurus Financial
California
$567K +$83.5K +46 +19%
BAM
905
Blueshift Asset Management
New Jersey
$567K -$590K -325 -53%
BWP
906
Balboa Wealth Partners
Arizona
$567K -$196K -108 -27%
TSW
907
Three Seasons Wealth
Utah
$565K +$517K +285 New
FCBT
908
First Citizens Bank & Trust
North Carolina
$565K – – –
AIM
909
Advyzon Investment Management
Illinois
$563K -$232K -128 -31%
PAG
910
Poinciana Advisors Group
Florida
$559K – – –
OWCM
911
One Wealth Capital Management
Arizona
$559K +$127K +70 +33%
EFA
912
Englebert Financial Advisers
Pennsylvania
$557K +$510K +281 New
RFG
913
Range Financial Group
Oregon
$549K -$120K -66 -19%
RMDI
914
R.M. Davis Inc
Maine
$547K – – –
MAP
915
Moody Aldrich Partners
Massachusetts
$545K -$3.63K -2 -0.7%
GA
916
Greenspring Advisors
Maryland
$543K -$1.81K -1 -0.4%
QFA
917
Quantum Financial Advisors
California
$541K – – –
LFP
918
Leeward Financial Partners
Washington
$539K -$43.5K -24 -8%
DWG
919
Darden Wealth Group
Michigan
$535K – – –
CWM
920
Connecticut Wealth Management
Connecticut
$529K -$401K -221 -45%
MW
921
MBL Wealth
North Carolina
$529K -$39.9K -22 -8%
RIP
922
Reliant Investment Partners
North Carolina
$527K +$45.4K +25 +10%
MFC
923
Morris Financial Concepts
South Carolina
$523K – – –
FCM
924
Fire Capital Management
California
$523K +$479K +264 New
SCS
925
Sound Capital Solutions
Florida
$523K +$479K +264 New
35 36
37
38 39