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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
FT
976
Fiduciary Trust
Massachusetts
$421K -$889K -490 -70%
TCM
977
TABR Capital Management
California
$419K -$39.9K -22 -9%
PWP
978
Ponta Wealth Partners
Florida
$418K +$3.63K +2 +1%
MWP
979
Meredith Wealth Planning
Illinois
$415K +$114K +63 +43%
NG
980
Novem Group
New York
$410K -$207K -114 -36%
BCWM
981
Bartlett & Co Wealth Management
Ohio
$410K +$376K +207 New
CG
982
Caprock Group
Idaho
$407K +$372K +205 New
MAWA
983
Moss Adams Wealth Advisors
Washington
$404K -$14.5K -8 -4%
WS
984
Wedbush Securities
California
$404K -$123K -68 -25%
NWAG
985
Net Worth Advisory Group
Utah
$404K -$47.2K -26 -11%
CRI
986
Colonial River Investments
Virginia
$398K +$23.6K +13 +7%
WP
987
Westmount Partners
California
$397K – – –
JCM
988
Jag Capital Management
Missouri
$396K -$152K -84 -30%
AC
989
Annandale Capital
Texas
$396K +$363K +200 New
GWM
990
Greenline Wealth Management
Florida
$396K +$363K +200 New
CS
991
Cannell & Spears
New York
$394K – – –
FI
992
FWG Investments
Kentucky
$393K -$59.9K -33 -14%
GAM
993
Groupama Asset Management
France
$392K -$416K -229 -53%
KFS
994
Keynote Financial Services
Connecticut
$384K – – –
JFGIW
995
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$383K -$90.7K -50 -21%
FCG
996
Fielder Capital Group
Tennessee
$383K +$18.1K +10 +5%
CIC
997
Chilton Investment Company
Connecticut
$379K -$102K -56 -23%
SI
998
Stephens Inc
Arkansas
$377K -$52.6K -29 -13%
BCM
999
Buckhead Capital Management
Georgia
$377K – – –
SIP
1000
Snowwater Investment Partners
Connecticut
$377K +$3.63K +2 +1%
38 39
40
41 42