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Comfort Systems
FIX

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1001
PDS Planning
Ohio
$375K +$39.9K +22 +13%
1WM
1002
1900 Wealth Management
Texas
$375K +$343K +189 New
KCM
1003
Kathmere Capital Management
Pennsylvania
$373K +$41.7K +23 +14%
OP
1004
Oslo Pensjonsforsikring
$373K – – –
SCM
1005
Shelton Capital Management
Colorado
$371K -$10.9K -6 -3%
BCM
1006
Bayesian Capital Management
New York
$369K +$338K +186 New
QL
1007
Quarry LP
New York
$369K -$123K -68 -27%
GCM
1008
Gallacher Capital Management
Colorado
$368K -$953K -525 -74%
CCAL
1009
City Center Advisors LLC
Michigan
$367K -$12.7K -7 -4%
LA
1010
Layline Advisors
New York
$366K -$270K -149 -45%
BCM
1011
Brookstone Capital Management
Illinois
$363K -$176K -97 -35%
CWP
1012
Curated Wealth Partners
California
$363K +$56.3K +31 +20%
BNA
1013
BankChampaign National Association
Illinois
$363K +$332K +183 New
TCM
1014
Twin Capital Management
Pennsylvania
$361K – – –
WI
1015
WBI Investments
New Jersey
$356K +$327K +180 New
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$355K -$32.7K -18 -9%
PGAM
1017
Princeton Global Asset Management
New Jersey
$353K +$50.8K +28 +19%
VCM
1018
Versant Capital Management
Arizona
$351K +$20K +11 +7%
AWA
1019
Aaron Wealth Advisors
Illinois
$351K +$321K +177 New
CCI
1020
Credit Capital Investments
New Jersey
$347K – – –
CFP
1021
Comprehensive Financial Planning
Pennsylvania
$347K +$318K +175 New
ACP
1022
Arcus Capital Partners
Georgia
$345K -$20K -11 -6%
KMWM
1023
Keudell/Morrison Wealth Management
Oregon
$345K – – –
TFG
1024
Turner Financial Group
Florida
$338K +$310K +171 New
LBWM
1025
Left Brain Wealth Management
Illinois
$337K +$308K +170 New
39 40
41
42 43