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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
OFW
1001
Omnia Family Wealth
Florida
$230K +$212K +167 New
PP
1002
PDS Planning
Ohio
$230K +$212K +167 New
BA
1003
Bridgewater Advisors
New York
$230K +$160K +126 New
VCM
1004
Versant Capital Management
Arizona
$229K +$76.2K +60 +57%
CFG
1005
Cooper Financial Group
California
$229K +$211K +166 New
TA
1006
TruWealth Advisors
Louisiana
$229K +$211K +166 New
KCM
1007
Kathmere Capital Management
Pennsylvania
$228K +$209K +165 New
PIA
1008
Panoramic Investment Advisors
Colorado
$228K +$209K +165 New
VP
1009
Verum Partners
North Carolina
$228K +$209K +165 New
SA
1010
Sovran Advisors
California
$227K +$156K +123 New
BDPWM
1011
Barnes Dennig Private Wealth Management
Ohio
$225K +$40.6K +32 +24%
PWM
1012
Power Wealth Management
Georgia
$225K +$207K +163 New
FWP
1013
Falcon Wealth Planning
California
$224K +$206K +162 New
APW
1014
Aventura Private Wealth
Florida
$219K +$202K +159 New
CVA
1015
Central Valley Advisors
California
$219K +$202K +159 New
SAM
1016
Silvercrest Asset Management
New York
$218K +$201K +158 New
CT
1017
Chicago Trust
Illinois
$217K +$199K +157 New
CWWM
1018
Clear Wave Wealth Management
New Jersey
$217K +$199K +157 New
EWS
1019
Evergreen Wealth Solutions
Pennsylvania
$215K +$198K +156 New
MG
1020
Mather Group
Illinois
$215K +$198K +156 New
CWA
1021
CogentBlue Wealth Advisors
Tennessee
$214K +$197K +155 New
AI
1022
Accredited Investors
Minnesota
$214K +$197K +155 New
IWA
1023
IBEX Wealth Advisors
New Jersey
$212K +$196K +154 New
NFP
1024
Narus Financial Partners
Utah
$211K +$194K +153 New
CWP
1025
Curated Wealth Partners
California
$210K +$193K +152 New