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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
MVF
1026
Markin Volterra Fund
New York
$331K -$9.07K -5 -3%
VP
1027
Verum Partners
North Carolina
$331K +$3.63K +2 +1%
MG
1028
Mather Group
Illinois
$331K +$20K +11 +7%
PFA
1029
Pure Financial Advisors
California
$331K +$303K +167 New
SLG
1030
Stanley-Laman Group
Pennsylvania
$331K +$303K +167 New
TVPW
1031
Third View Private Wealth
Connecticut
$331K +$303K +167 New
CPWM
1032
Cypress Point Wealth Management
Texas
$327K +$299K +165 New
LOAMU
1033
Lombard Odier Asset Management (USA)
New York
$327K +$299K +165 New
IAIM
1034
International Assets Investment Management
Florida
$326K -$9.07K -5 -3%
VFA
1035
Values First Advisors
Tennessee
$321K +$294K +162 New
SP
1036
Stonebrook Private
Michigan
$321K +$294K +162 New
CCM
1037
Causeway Capital Management
California
$321K -$39.9K -22 -12%
MW
1038
Maia Wealth
Colorado
$319K -$21.8K -12 -7%
PWM
1039
Power Wealth Management
Georgia
$319K -$3.63K -2 -1%
FHA
1040
Flagship Harbor Advisors
Massachusetts
$318K -$171K -94 -37%
SWA
1041
SFMG Wealth Advisors
Texas
$317K -$279K -154 -49%
GWM
1042
Greenwich Wealth Management
Connecticut
$316K +$289K +159 New
CVA
1043
Central Valley Advisors
California
$315K – – –
LCM
1044
Legato Capital Management
California
$311K -$171K -94 -37%
CT
1045
Chicago Trust
Illinois
$311K – – –
CWA
1046
CogentBlue Wealth Advisors
Tennessee
$311K +$3.63K +2 +1%
IWA
1047
IBEX Wealth Advisors
New Jersey
$309K +$3.63K +2 +1%
CA
1048
Clearstead Advisors
Ohio
$309K -$1.44M -791 -84%
BHCM
1049
Brevan Howard Capital Management
Jersey
$307K -$2.7M -1,489 -91%
GKFF
1050
George Kaiser Family Foundation
Oklahoma
$307K +$281K +155 New
40 41
42
43 44