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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1001
Shelton Capital Management
Colorado
$371K -$10.9K -6 -3%
BCM
1002
Bayesian Capital Management
New York
$369K +$338K +186 New
QL
1003
Quarry LP
New York
$369K -$123K -68 -27%
GCM
1004
Gallacher Capital Management
Colorado
$368K -$953K -525 -74%
CCAL
1005
City Center Advisors LLC
Michigan
$367K -$12.7K -7 -4%
LA
1006
Layline Advisors
New York
$366K +$334K +184 New
BCM
1007
Brookstone Capital Management
Illinois
$363K -$176K -97 -35%
CWP
1008
Curated Wealth Partners
California
$363K +$56.3K +31 +20%
BNA
1009
BankChampaign National Association
Illinois
$363K +$332K +183 New
TCM
1010
Twin Capital Management
Pennsylvania
$361K – – –
WI
1011
WBI Investments
New Jersey
$356K +$327K +180 New
MPWT
1012
MassMutual Private Wealth & Trust
Connecticut
$355K -$32.7K -18 -9%
PGAM
1013
Princeton Global Asset Management
New Jersey
$353K +$50.8K +28 +19%
VCM
1014
Versant Capital Management
Arizona
$351K +$20K +11 +7%
AWA
1015
Aaron Wealth Advisors
Illinois
$351K +$321K +177 New
CCI
1016
Credit Capital Investments
New Jersey
$347K – – –
CFP
1017
Comprehensive Financial Planning
Pennsylvania
$347K +$318K +175 New
ACP
1018
Arcus Capital Partners
Georgia
$345K -$20K -11 -6%
KMWM
1019
Keudell/Morrison Wealth Management
Oregon
$345K – – –
TFG
1020
Turner Financial Group
Florida
$338K +$310K +171 New
LBWM
1021
Left Brain Wealth Management
Illinois
$337K +$308K +170 New
GVAG
1022
Great Valley Advisor Group
Delaware
$335K +$307K +169 New
CA
1023
Claro Advisors
Massachusetts
$335K -$29K -16 -9%
OFW
1024
Omnia Family Wealth
Florida
$335K +$3.63K +2 +1%
BWA
1025
Basecamp Wealth Advisors
Washington
$333K +$1.81K +1 +0.6%
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