We are live on ! Find out more
FIX icon

Comfort Systems
FIX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1001
Bridgewater Advisors
New York
$230K +$160K +126 New
VCM
1002
Versant Capital Management
Arizona
$229K +$76.2K +60 +57%
CFG
1003
Cooper Financial Group
California
$229K +$211K +166 New
TA
1004
TruWealth Advisors
Louisiana
$229K +$211K +166 New
KCM
1005
Kathmere Capital Management
Pennsylvania
$228K +$209K +165 New
PIA
1006
Panoramic Investment Advisors
Colorado
$228K +$209K +165 New
VP
1007
Verum Partners
North Carolina
$228K +$209K +165 New
SA
1008
Sovran Advisors
California
$227K +$156K +123 New
BDPWM
1009
Barnes Dennig Private Wealth Management
Ohio
$225K +$40.6K +32 +24%
PWM
1010
Power Wealth Management
Georgia
$225K +$207K +163 New
FWP
1011
Falcon Wealth Planning
California
$224K +$206K +162 New
APW
1012
Aventura Private Wealth
Florida
$219K +$202K +159 New
CVA
1013
Central Valley Advisors
California
$219K +$202K +159 New
SAM
1014
Silvercrest Asset Management
New York
$218K +$201K +158 New
CT
1015
Chicago Trust
Illinois
$217K +$199K +157 New
CWWM
1016
Clear Wave Wealth Management
New Jersey
$217K +$199K +157 New
EWS
1017
Evergreen Wealth Solutions
Pennsylvania
$215K +$198K +156 New
MG
1018
Mather Group
Illinois
$215K +$198K +156 New
CWA
1019
CogentBlue Wealth Advisors
Tennessee
$214K +$197K +155 New
AI
1020
Accredited Investors
Minnesota
$214K +$197K +155 New
IWA
1021
IBEX Wealth Advisors
New Jersey
$212K +$196K +154 New
NFP
1022
Narus Financial Partners
Utah
$211K +$194K +153 New
CWP
1023
Curated Wealth Partners
California
$210K +$193K +152 New
JWM
1024
JDH Wealth Management
California
$210K +$193K +152 New
CAU
1025
Caxton Associates (UK)
$208K -$907K -714 -83%
39 40
41
42 43